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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 183 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3641 DCBO DOCEBO INC Technology 41,055.0 $719K -165K -80.1% $17.50 -1.8%
3642 NU PUT NU HLDGS LTD Financial Services 50,000.0 $718K -246K -83.1% $14.37 -8.4%
3643 ARDT ARDENT HEALTH INC Healthcare 83,714.0 $717K +9K +11.6% $8.56 +7.6%
3644 LENNAR CORP 8,505.0 $715K +2K +22.6% $84.12
3645 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 17,053.0 $715K +1K +8.0% $41.90 -4.3%
3646 FR FIRST INDL RLTY TR INC Real Estate 12,342.0 $714K -33K -73.1% $57.85 +7.9%
3647 CBAN COLONY BANKCORP INC Financial Services 35,686.0 $713K +23K +192.1% $19.97 -0.9%
3648 GEHC CALL GE HEALTHCARE TECHNOLOGIES I Healthcare 10,000.0 $712K +4K +58.7% $71.18 -9.6%
3649 FF FUTUREFUEL CORP Basic Materials 183,711.0 $707K -92K -33.3% $3.85 +6.0%
3650 JHG JANUS HENDERSON GROUP PLC Financial Services 13,767.0 $707K -273K -95.2% $51.37 +0.6%
3651 PACS PACS GROUP INC Financial Services 21,988.0 $706K -24K -52.3% $32.12 +17.6%
3652 NNN CALL NNN REIT INC Real Estate 16,800.0 $706K NEW $42.03 +7.0%
3653 KTOS PUT KRATOS DEFENSE & SEC SOLUTIO Industrials 10,000.0 $705K -128K -92.8% $70.51 -22.5%
3654 XSD SPDR SERIES TRUST 2,160.0 $704K $326.12 +76.8%
3655 WEBULL CORP 146,441.0 $703K NEW $4.80
3656 ELV CALL ELEVANCE HEALTH INC FORMERLY Healthcare 2,400.0 $703K -35K -93.6% $292.75 +33.2%
3657 MOV MOVADO GROUP INC Consumer Cyclical 28,754.0 $702K -36K -55.8% $24.42 +12.6%
3658 PICK ISHARES INC 12,380.0 $701K NEW $56.63 +12.1%
3659 TNC TENNANT CO Industrials 10,481.0 $696K -14K -57.7% $66.40 +24.8%
3660 FDS CALL FACTSET RESH SYS INC Financial Services 3,200.0 $694K NEW $216.99 +3.7%
Page 183 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%