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Portfolio (Quarterly) Guide ↗

D.E. Shaw & Co

· CIK 0001009207
13F Portfolio $166.3B AUM 5,804 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 711 New 1370 Added 1926 Reduced 799 Exited
Page 127 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 GTLS CHART INDS INC Industrials 15,713.0 $3.2M 0.00% NEW $206.75 +0.5%
2522 CALL DIGITALBRIDGE GROUP INC 210,100.0 $3.2M 0.00% $15.42
2523 NUS NU SKIN ENTERPRISES INC Consumer Defensive 444,086.0 $3.2M 0.00% -215K -32.6% $7.28 -19.1%
2524 RALLIANT CORP 77,670.0 $3.2M 0.00% +3K +3.4% $41.59
2525 SRI STONERIDGE INC Consumer Cyclical 667,553.0 $3.2M 0.00% -110K -14.2% $4.83 +55.7%
2526 ACT ENACT HLDGS INC Financial Services 78,955.0 $3.2M 0.00% +60K +311.3% $40.81 +5.2%
2527 GESHER ACQUISITION CORP. II 310,565.0 $3.2M 0.00% $10.36
2528 IP PUT INTERNATIONAL PAPER CO Consumer Cyclical 90,100.0 $3.2M 0.00% -42K -31.6% $35.70 -10.5%
2529 CLW CLEARWATER PAPER CORP Basic Materials 222,932.0 $3.2M 0.00% -70K -23.8% $14.38 -0.1%
2530 MUZERO ACQUISITION CORP 325,000.0 $3.2M 0.00% NEW $9.86
2531 MOUNTAIN LAKE ACQUISIT CORP 325,001.0 $3.2M 0.00% NEW $9.85
2532 YELP YELP INC Communication Services 129,250.0 $3.2M 0.00% -44K -25.4% $24.74 -7.3%
2533 BHE BENCHMARK ELECTRS INC Technology 56,920.0 $3.2M 0.00% +3K +6.2% $56.06 +58.8%
2534 USNA USANA HEALTH SCIENCES INC Consumer Defensive 182,483.0 $3.2M 0.00% -20K -9.9% $17.47 +4.5%
2535 SYM CALL SYMBOTIC INC Industrials 59,900.0 $3.2M 0.00% -184K -75.5% $53.20 -0.6%
2536 MAX MEDIAALPHA INC Communication Services 342,058.0 $3.2M 0.00% -55K -13.9% $9.30 -7.4%
2537 CNA CNA FINL CORP Financial Services 69,233.0 $3.2M 0.00% -106K -60.4% $45.92 -4.8%
2538 AGNC CALL AGNC INVT CORP Real Estate 316,500.0 $3.2M 0.00% NEW $10.03 +4.0%
2539 DEO PUT DIAGEO PLC Consumer Defensive 42,600.0 $3.2M 0.00% +8K +23.5% $74.45 +14.2%
2540 RRR RED ROCK RESORTS INC Consumer Cyclical 59,375.0 $3.2M 0.00% -51K -46.2% $53.36 +7.2%
Page 127 of 224  ·  4,470 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 26.3%
Consumer Cyclical 12.8%
Healthcare 12.4%
Financial Services 12.1%
Industrials 11.1%
Communication Services 7.1%
Basic Materials 4.9%
Energy 4.9%
Consumer Defensive 4.8%
Real Estate 2.1%