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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $210.2B AUM 6,298 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 56 of 80  ·  1,597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 ARM ARM HOLDINGS PLC Technology 5,764.0 $2.0M 0.00% -301K -98.1% $354.57 -29.8%
1102 CRVL CORVEL CORP Financial Services 32,560.0 $2.0M 0.00% -46K -58.3% $62.52 +13.4%
1103 AVNT AVIENT CORPORATION Basic Materials 55,021.0 $2.0M 0.00% -180K -76.6% $36.96 +19.1%
1104 EQR EQUITY RESIDENTIAL Real Estate 29,865.0 $2.0M 0.00% -23K -43.5% $67.93 -6.3%
1105 CBRL CALL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 38,000.0 $2.0M 0.00% -8K -17.9% $53.30 +4.2%
1106 D DOMINION ENERGY INC Utilities 29,613.0 $2.0M 0.00% -129K -81.3% $68.29 -0.5%
1107 NUS NU SKIN ENTERPRISES INC Consumer Defensive 380,690.0 $2.0M 0.00% -63K -14.3% $5.28 -14.1%
1108 DV DOUBLEVERIFY HLDGS INC Technology 185,368.0 $2.0M 0.00% -299K -61.7% $10.84 +22.7%
1109 MOD CALL MODINE MFG CO Consumer Cyclical 7,500.0 $2.0M 0.00% -2K -23.5% $267.02 -29.2%
1110 MWA MUELLER WTR PRODS INC Industrials 76,841.0 $2.0M 0.00% -88K -53.4% $25.83 -2.8%
1111 TJX CALL TJX COS INC NEW Consumer Cyclical 13,100.0 $2.0M 0.00% -25K -65.6% $151.50 -6.5%
1112 RIG CALL TRANSOCEAN LTD Energy 404,400.0 $2.0M 0.00% -370K -47.8% $4.89 +21.6%
1113 MSBI MIDLAND STATES BANCORP INC Financial Services 63,063.0 $2.0M 0.00% -24K -28.0% $31.14 +4.6%
1114 CION CION INVT CORP Financial Services 312,707.0 $1.9M 0.00% -36K -10.3% $6.23 +16.3%
1115 ADT ADT INC DEL Industrials 298,743.0 $1.9M 0.00% -1.5M -83.0% $6.50 +13.2%
1116 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 52,879.0 $1.9M 0.00% -49K -47.9% $36.41 +5.0%
1117 MKSI MKS INC. Technology 4,325.0 $1.9M 0.00% -116K -96.4% $444.80 -37.3%
1118 GM CALL GENERAL MTRS CO Consumer Cyclical 24,900.0 $1.9M 0.00% -238K -90.5% $77.08 +11.1%
1119 CBT CABOT CORP Basic Materials 21,025.0 $1.9M 0.00% -148K -87.6% $90.82 -5.9%
1120 CAE CAE INC Industrials 76,213.0 $1.9M 0.00% -262K -77.5% $25.03 +0.3%
Page 56 of 80  ·  1,597 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.0%
Financial Services 18.3%
Healthcare 11.5%
Consumer Cyclical 11.3%
Industrials 10.3%
Communication Services 7.7%
Energy 4.2%
Basic Materials 3.7%
Consumer Defensive 3.2%
Real Estate 1.7%