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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 177 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3521 MBUU MALIBU BOATS INC Consumer Cyclical 34,227.0 $887K 0.00% -4K -9.8% $25.92 +3.6%
3522 WTS WATTS WATER TECHNOLOGIES INC Industrials 3,048.0 $885K 0.00% -1K -28.3% $290.29 +3.1%
3523 TSAT TELESAT CORP Technology 24,406.0 $883K 0.00% NEW $36.20 +41.2%
3524 SWKS SKYWORKS SOLUTIONS INC Technology 16,471.0 $882K 0.00% -2K -11.0% $53.55 +38.8%
3525 KBWY INVESCO EXCH TRADED FD TR II 57,467.0 $878K 0.00% +20K +54.3% $15.28 +13.5%
3526 SMTC PUT SEMTECH CORP Technology 11,400.0 $877K 0.00% $76.89 +84.5%
3527 ISRG CALL INTUITIVE SURGICAL INC Healthcare 1,900.0 $876K 0.00% $460.99 -4.6%
3528 MERC MERCER INTL INC Basic Materials 615,223.0 $874K 0.00% -271K -30.6% $1.42 -31.5%
3529 SNPS CALL SYNOPSYS INC Technology 2,200.0 $872K 0.00% -100.0 -4.3% $396.48 +25.8%
3530 WRBY WARBY PARKER INC Healthcare 41,320.0 $871K 0.00% -170K -80.5% $21.07 +16.0%
3531 CHENGHE ACQUISITION III CO 86,000.0 $867K 0.00% NEW $10.09
3532 BLACK HAWK ACQUISITION CORP 75,000.0 $866K 0.00% $11.55
3533 MDLZ PUT MONDELEZ INTL INC Consumer Defensive 15,000.0 $865K 0.00% -15K -50.0% $57.64 +6.7%
3534 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 104,767.0 $864K 0.00% -185K -63.8% $8.25 +10.9%
3535 GABC GERMAN AMERN BANCORP INC Financial Services 20,681.0 $864K 0.00% +15K +280.0% $41.79 +3.8%
3536 LMNR LIMONEIRA CO Consumer Defensive 64,341.0 $863K 0.00% +947.0 +1.5% $13.42 -4.5%
3537 CXW CORECIVIC INC Real Estate 45,579.0 $862K 0.00% -28K -37.9% $18.91 +11.7%
3538 AAON PUT AAON INC Industrials 10,400.0 $861K 0.00% NEW $82.75 +60.0%
3539 RWAY RUNWAY GROWTH FINANCE CORP Financial Services 125,159.0 $860K 0.00% -30K -19.1% $6.87 -7.4%
3540 CCI CROWN CASTLE INC Real Estate 10,565.0 $859K 0.00% +6K +131.7% $81.31 +13.2%
Page 177 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%