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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 197 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3921 RM REGIONAL MGMT CORP Financial Services 13,545.0 $437K -618.0 -4.4% $32.25 +8.5%
3922 ROBO EXCHANGE TRADED CONCEPTS TRU 6,358.0 $435K -400.0 -5.9% $68.43 +23.1%
3923 INCO COLUMBIA ETF TR II 7,872.0 $433K NEW $54.97 +4.2%
3924 LUNG PULMONX CORP Healthcare 335,074.0 $432K -226K -40.3% $1.29 +14.0%
3925 BAP CREDICORP LTD Financial Services 1,274.0 $432K -50K -97.5% $339.18 +0.9%
3926 GPOR GULFPORT ENERGY CORP Energy 2,026.0 $429K -2K -48.5% $211.57 -14.4%
3927 AVAV AEROVIRONMENT INC Industrials 2,341.0 $429K NEW $183.05 -11.4%
3928 XPO XPO INC Industrials 2,200.0 $428K NEW $194.55 +3.5%
3929 AII AMERICAN INTEGRITY INS GROUP Financial Services 22,188.0 $428K NEW $19.28 -14.3%
3930 SMHI SEACOR MARINE HLDGS INC Industrials 59,650.0 $427K +4K +7.4% $7.16 +3.1%
3931 SABR SABRE CORP Consumer Cyclical 294,500.0 $427K -93K -23.9% $1.45 +3.8%
3932 JBL CALL JABIL INC Technology 1,600.0 $425K -4K -70.9% $265.63 +31.8%
3933 HOMETRUST BANCSHARES INC 9,965.0 $425K +3K +49.8% $42.65
3934 MRTN MARTEN TRANS LTD Industrials 32,322.0 $424K -104K -76.3% $13.13 +24.0%
3935 ARCHER AVIATION INC 1,507,382.0 $422K $0.28
3936 OKEANIS ECO TANKERS COR 8,340.0 $422K -70K -89.4% $50.59
3937 GL GLOBE LIFE INC Financial Services 3,030.0 $422K -25K -89.3% $139.17 +11.8%
3938 DFIV DIMENSIONAL ETF TRUST 7,943.0 $419K NEW $52.78 +5.1%
3939 GRWG GROWGENERATION CORP Consumer Cyclical 380,262.0 $418K -22K -5.6% $1.10 +57.7%
3940 BROS DUTCH BROS INC Consumer Cyclical 8,244.0 $418K -1.4M -99.4% $50.66 +5.9%
Page 197 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%