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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 182 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3621 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 9,053.0 $735K NEW $81.23 -0.4%
3622 XEL XCEL ENERGY INC Utilities 9,251.0 $735K NEW $79.44 +0.5%
3623 ASTE ASTEC INDS INC Industrials 13,647.0 $735K -4K -23.1% $53.84 -9.7%
3624 EOSE PUT EOS ENERGY ENTERPRISES INC Industrials 148,000.0 $734K -1.0M -87.1% $4.96 +64.7%
3625 WSBF WATERSTONE FINL INC MD Financial Services 40,705.0 $734K -5K -11.4% $18.03 +2.5%
3626 CDLR CADELER A S Industrials 31,183.0 $734K NEW $23.53 +12.6%
3627 RAIL FREIGHTCAR AMER INC Industrials 91,997.0 $733K +21K +28.9% $7.97 -3.8%
3628 EOSE EOS ENERGY ENTERPRISES INC Industrials 147,439.0 $731K +120K +440.2% $4.96 +64.7%
3629 PERI PERION NETWORK LTD Communication Services 73,073.0 $730K -46K -38.7% $9.99 -11.5%
3630 ULCC FRONTIER GROUP HLDGS INC Industrials 205,678.0 $726K -962K -82.4% $3.53 +32.9%
3631 LE LANDS END INC NEW Consumer Cyclical 64,589.0 $726K -9K -11.9% $11.24 +2.9%
3632 QXO QXO INC Industrials 37,340.0 $725K -9K -18.9% $19.42 -11.3%
3633 IWB ISHARES TR 2,029.0 $723K NEW $356.56 +13.6%
3634 REAX THE REAL BROKERAGE INC Real Estate 289,377.0 $723K -156K -35.0% $2.50 -28.0%
3635 AA CALL ALCOA CORP Basic Materials 10,900.0 $723K NEW $66.33 -0.1%
3636 LAW CS DISCO INC Technology 189,069.0 $722K -102K -35.0% $3.82 -2.6%
3637 EQX PUT EQUINOX GOLD CORP Basic Materials 50,000.0 $722K NEW $14.44 -14.7%
3638 ARQ INC 281,828.0 $721K +232K +461.8% $2.56
3639 AMSF AMERISAFE INC Financial Services 21,625.0 $721K -22K -50.1% $33.33 -6.1%
3640 SRRK SCHOLAR ROCK HLDG CORP Healthcare 14,644.0 $720K +709.0 +5.1% $49.16 -1.6%
Page 182 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%