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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 152 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3021 AMTX AEMETIS INC Energy 545,429.0 $1.7M 0.00% +498K +1047.9% $3.19 -29.5%
3022 IRMD IRADIMED CORP Healthcare 18,043.0 $1.7M 0.00% NEW $96.26 -3.2%
3023 WPM WHEATON PRECIOUS METALS CORP Basic Materials 13,252.0 $1.7M 0.00% -54K -80.2% $131.06 -3.0%
3024 STM STMICROELECTRONICS N V Technology 50,252.0 $1.7M 0.00% NEW $34.55 +77.2%
3025 LYFT PUT LYFT INC Technology 130,500.0 $1.7M 0.00% -123K -48.5% $13.30 +1.4%
3026 AMTB AMERANT BANCORP INC Financial Services 78,488.0 $1.7M 0.00% -100K -55.9% $22.04 +1.6%
3027 PUT GAMESTOP CORP 75,000.0 $1.7M 0.00% NEW $23.04
3028 PENN PENN ENTERTAINMENT INC Consumer Cyclical 114,867.0 $1.7M 0.00% -4K -3.2% $15.03 +11.1%
3029 AMTM AMENTUM HOLDINGS INC Industrials 66,171.0 $1.7M 0.00% NEW $26.08 -11.2%
3030 ARES ARES MANAGEMENT CORPORATION Financial Services 15,807.0 $1.7M 0.00% NEW $109.10 +13.6%
3031 AGM CALL FEDERAL AGRIC MTG CORP Financial Services 11,600.0 $1.7M 0.00% +8K +205.3% $148.35 +19.3%
3032 CPK CHESAPEAKE UTILS CORP Utilities 13,607.0 $1.7M 0.00% +12K +618.0% $126.37 +0.5%
3033 ONON ON HLDG AG Consumer Cyclical 50,469.0 $1.7M 0.00% +41K +432.8% $34.02 +15.2%
3034 OCCIDENTAL PETE CORP 39,904.0 $1.7M 0.00% $42.90
3035 KKR CALL KKR & CO INC Financial Services 18,500.0 $1.7M 0.00% -53K -74.1% $92.50 +2.4%
3036 USAR USA RARE EARTH INC Basic Materials 112,203.0 $1.7M 0.00% -93K -45.4% $15.13 +49.1%
3037 SON SONOCO PRODS CO Consumer Cyclical 31,392.0 $1.7M 0.00% +4K +13.8% $54.09 -11.3%
3038 ELV PUT ELEVANCE HEALTH INC FORMERLY Healthcare 5,800.0 $1.7M 0.00% -28K -82.8% $292.75 +33.2%
3039 CNMD CONMED CORP Healthcare 47,851.0 $1.7M 0.00% -68K -58.8% $35.36 +4.7%
3040 AFRM CALL AFFIRM HLDGS INC Technology 36,900.0 $1.7M 0.00% -176K -82.7% $45.82 +46.6%
Page 152 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%