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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 61 of 80  ·  1,597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 CHDN CHURCHILL DOWNS INC Consumer Cyclical 16,820.0 $1.5M 0.00% -27K -61.8% $89.64 +2.2%
1202 BCPC BALCHEM CORP Basic Materials 8,897.0 $1.5M 0.00% -31K -77.9% $168.95 +7.5%
1203 STZ CALL CONSTELLATION BRANDS INC Consumer Defensive 10,800.0 $1.5M 0.00% -27K -71.3% $139.09 -4.0%
1204 MO PUT ALTRIA GROUP INC Consumer Defensive 20,700.0 $1.5M 0.00% -74K -78.1% $71.95 -7.9%
1205 INOVIO PHARMACEUTICALS INC 1,351,656.0 $1.5M 0.00% -861K -38.9% $1.10
1206 COFS CHOICEONE FINANCIA Financial Services 43,598.0 $1.5M 0.00% -4K -8.4% $34.00 -1.3%
1207 NNI NELNET INC Financial Services 11,109.0 $1.5M 0.00% -9K -45.5% $133.33 -5.3%
1208 BHE BENCHMARK ELECTRS INC Technology 14,989.0 $1.5M 0.00% -42K -73.7% $98.67 -24.7%
1209 RMAX RE/MAX HLDGS INC Real Estate 149,751.0 $1.5M 0.00% -318K -68.0% $9.86 +43.2%
1210 M PUT MACYS INC Consumer Cyclical 62,600.0 $1.5M 0.00% -315K -83.4% $23.55 +1.2%
1211 FIVN FIVE9 INC Technology 69,058.0 $1.5M 0.00% -7K -8.9% $21.32 +51.6%
1212 PSTL POSTAL REALTY TRUST INC Real Estate 59,668.0 $1.5M 0.00% -6K -9.8% $24.64 -8.0%
1213 HOOD ROBINHOOD MKTS INC Financial Services 14,600.0 $1.5M 0.00% -2.9M -99.5% $100.28 -4.5%
1214 GNRC PUT GENERAC HLDGS INC Industrials 5,000.0 $1.5M 0.00% -91K -94.8% $292.81 -27.7%
1215 CALM CALL CAL MAINE FOODS INC Consumer Defensive 17,900.0 $1.4M 0.00% -6K -26.0% $80.56 +1.1%
1216 RAMP LIVERAMP HLDGS INC Technology 37,571.0 $1.4M 0.00% -42K -52.6% $37.64 +0.1%
1217 MTA METALLA RTY & STREAMING LTD Basic Materials 185,682.0 $1.4M 0.00% -61K -24.7% $7.61 +40.4%
1218 EXK ENDEAVOUR SILVER CORP Basic Materials 169,957.0 $1.4M 0.00% -49K -22.3% $8.28 +29.6%
1219 GATX GATX CORP Industrials 7,934.0 $1.4M 0.00% -22K -73.3% $177.19 -0.6%
1220 NABL N-ABLE INC Technology 383,050.0 $1.4M 0.00% -255K -40.0% $3.67 -6.4%
Page 61 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%