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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 67 of 80  ·  1,597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 GLOB PUT GLOBANT S A Technology 29,800.0 $862K -38K -55.9% $28.94 +29.0%
1322 IMXI INTERNATIONAL MONEY EXPRESS Technology 58,888.0 $851K -6K -8.7% $14.45 +0.5%
1323 STT CALL STATE STR CORP Financial Services 5,000.0 $848K -6K -52.8% $169.60 +13.1%
1324 LGIH PUT LGI HOMES INC Consumer Cyclical 13,300.0 $847K -26K -66.6% $63.68 -11.5%
1325 CUBE CUBESMART Real Estate 21,188.0 $843K -187K -89.8% $39.77 +3.0%
1326 ENVA ENOVA INTL INC Financial Services 3,471.0 $836K -1K -23.5% $240.73 +8.9%
1327 BKSY CALL BLACKSKY TECHNOLOGY INC Technology 29,900.0 $835K -50K -62.4% $27.92 +3.5%
1328 HBNC HORIZON BANCORP IND Financial Services 41,656.0 $832K -25K -37.1% $19.98 +1.5%
1329 KAI KADANT INC Industrials 2,613.0 $821K -3K -51.0% $314.23 -1.5%
1330 CAG CONAGRA BRANDS INC Consumer Defensive 60,886.0 $820K -75K -55.3% $13.46 +15.4%
1331 MBIN MERCHANTS BANCORP IND Financial Services 16,359.0 $818K -12K -42.1% $50.00 +8.8%
1332 CRGY CRESCENT ENERGY COMPANY Energy 83,279.0 $818K -1.6M -95.0% $9.82 +31.9%
1333 ACA ARCOSA INC Industrials 5,621.0 $817K -4K -39.1% $145.29 +0.0%
1334 IVT INVENTRUST PPTYS CORP Real Estate 22,958.0 $813K -184K -88.9% $35.40 -5.6%
1335 HSIC SCHEIN HENRY INC Healthcare 9,653.0 $806K -21K -68.7% $83.52 +6.9%
1336 TKO CALL TKO GROUP HOLDINGS INC Communication Services 4,000.0 $805K -19K -82.5% $201.31 -4.5%
1337 DKNG DRAFTKINGS INC NEW Consumer Cyclical 31,826.0 $804K -355K -91.8% $25.26 -4.8%
1338 BLZE BACKBLAZE INC Technology 50,150.0 $795K -689K -93.2% $15.86 +21.1%
1339 VITL CALL VITAL FARMS INC Consumer Defensive 68,200.0 $793K -12K -14.8% $11.63 -5.3%
1340 AGBK AGI INC Financial Services 111,642.0 $790K -388K -77.7% $7.08 -16.0%
Page 67 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%