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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 195 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3881 AAP CALL ADVANCE AUTO PARTS INC Consumer Cyclical 8,900.0 $469K -2K -16.8% $52.75 -2.9%
3882 FOR FORESTAR GROUP INC Real Estate 19,173.0 $469K -66K -77.5% $24.44 +3.1%
3883 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 8,454.0 $468K -55K -86.7% $55.31 -38.7%
3884 TCBK TRICO BANCSHARES Financial Services 9,828.0 $467K NEW $47.54 +4.0%
3885 CGNX COGNEX CORP Technology 9,495.0 $465K -4K -27.1% $48.99 +29.4%
3886 MEOH CALL METHANEX CORP Basic Materials 7,800.0 $465K -2K -19.6% $59.57 +4.2%
3887 OR OR ROYALTIES INC. Basic Materials 12,200.0 $464K -36K -74.7% $38.07 -6.8%
3888 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 21,626.0 $464K -293.0 -1.3% $21.44 +0.4%
3889 BRO BROWN & BROWN INC Financial Services 7,100.0 $463K -51K -87.8% $65.21 -11.9%
3890 KBA KRANESHARES TRUST 15,296.0 $463K -37K -71.0% $30.26 +11.2%
3891 CALL CANOPY GROWTH CORPORATION 485,000.0 $460K -269K -35.6% $0.95
3892 CTO CTO RLTY GROWTH INC NEW Real Estate 24,740.0 $457K NEW $18.49 +12.1%
3893 FOA FINANCE OF AMERICA COMPAN Financial Services 27,508.0 $457K +10K +58.2% $16.60 +12.3%
3894 CPRI PUT CAPRI HOLDINGS LIMITED Consumer Cyclical 25,900.0 $456K -17K -39.2% $17.62 -3.0%
3895 KCE SPDR SERIES TRUST 3,311.0 $456K $137.60 +9.8%
3896 DRIV GLOBAL X FDS 14,899.0 $455K -4K -21.9% $30.52 +26.7%
3897 APPN PUT APPIAN CORP Technology 18,800.0 $453K NEW $24.11 -11.5%
3898 ABEONA THERAPEUTICS INC 101,065.0 $453K -5K -4.6% $4.48
3899 OCULIS HOLDING AG 34,716.0 $451K -900.0 -2.5% $13.00
3900 MXL MAXLINEAR INC Technology 25,908.0 $451K -81K -75.7% $17.39 +445.5%
Page 195 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%