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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 185 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3681 CWEN CALL CLEARWAY ENERGY INC Utilities 17,300.0 $680K NEW $39.29 -2.9%
3682 FIDELIS INSURANCE HOLDINGS L 35,563.0 $680K NEW $19.11
3683 NRC CALL NATIONAL RESH CORP Healthcare 40,000.0 $679K -2K -4.1% $16.98 +12.1%
3684 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 36,901.0 $679K -6K -14.6% $18.39 -1.6%
3685 CACI CACI INTL INC Technology 1,246.0 $678K $543.87 -9.9%
3686 WTTR SELECT WATER SOLUTIONS INC Utilities 44,258.0 $677K NEW $15.30 +30.1%
3687 RITM CALL RITHM CAPITAL CORP Real Estate 71,400.0 $677K NEW $9.48 -2.2%
3688 BOC BOSTON OMAHA CORP Communication Services 57,931.0 $677K +28K +96.5% $11.68 +5.6%
3689 CCRN CROSS CTRY HEALTHCARE INC Healthcare 71,980.0 $677K -112K -61.0% $9.40 +38.8%
3690 HPQ CALL HP INC Technology 35,200.0 $676K NEW $19.21 +14.0%
3691 JACK JACK IN THE BOX INC Consumer Cyclical 69,900.0 $676K -23K -24.8% $9.67 +17.4%
3692 ARCB ARCBEST CORP Industrials 6,869.0 $676K +1K +22.9% $98.36 +26.5%
3693 ANET CALL ARISTA NETWORKS INC Technology 5,500.0 $675K -228K -97.6% $122.78 +21.0%
3694 IDMO INVESCO EXCH TRADED FD TR II 12,279.0 $673K NEW $54.84 +9.2%
3695 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 62,989.0 $673K -33K -34.4% $10.69 -15.2%
3696 BC BRUNSWICK CORP Consumer Cyclical 9,220.0 $671K NEW $72.76 +8.2%
3697 QFIN PUT QFIN HOLDINGS INC Financial Services 51,800.0 $669K $12.91 -2.7%
3698 RFV INVESCO EXCHANGE TRADED FD T 5,133.0 $667K $129.97 +5.7%
3699 DSGX PUT DESCARTES SYS GROUP INC Technology 9,300.0 $666K NEW $71.56 -1.1%
3700 SVM SILVERCORP METALS INC Basic Materials 61,900.0 $665K -147K -70.3% $10.75 +16.8%
Page 185 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%