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Portfolio (Quarterly) Guide ↗

D.E. Shaw & Co

· CIK 0001009207
13F Portfolio $182.4B AUM 5,839 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 4558 New
Page 199 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3961 CIDARA THERAPEUTICS INC 2,109.0 $466K NEW $220.89
3962 CNQ CANADIAN NAT RES LTD Energy 13,742.0 $465K NEW $33.85 +43.4%
3963 SMIG ETF SER SOLUTIONS 16,122.0 $464K NEW $28.80 +8.6%
3964 MAREX GROUP PLC 12,068.0 $463K NEW $38.36
3965 AMCOR PLC 55,497.0 $463K NEW $8.34
3966 HCI HCI GROUP INC Financial Services 2,400.0 $460K NEW $191.69 -19.2%
3967 ERIE CALL ERIE INDTY CO Financial Services 1,600.0 $459K NEW $286.65 -22.4%
3968 BFST BUSINESS FIRST BANCSHARES IN Financial Services 17,535.0 $458K NEW $26.14 +5.9%
3969 SEZL CALL SEZZLE INC Financial Services 7,200.0 $457K NEW $63.48 +59.9%
3970 FISI FINANCIAL INSTNS INC Financial Services 14,639.0 $456K NEW $31.17 +11.4%
3971 AVSC AMERICAN CENTY ETF TR 7,740.0 $455K NEW $58.74 +14.1%
3972 MPWR CALL MONOLITHIC PWR SYS INC Technology 500.0 $453K NEW $906.36 +69.1%
3973 NE CALL NOBLE CORP PLC Energy 16,000.0 $452K NEW $28.24 +91.0%
3974 PAGP PLAINS GP HLDGS L P Energy 23,600.0 $452K NEW $19.14 +31.9%
3975 JANX JANUX THERAPEUTICS INC Healthcare 32,707.0 $451K NEW $13.80 +3.8%
3976 BARNES & NOBLE ED INC 49,085.0 $451K NEW $9.19
3977 MBI MBIA INC Financial Services 62,603.0 $448K NEW $7.16 -17.1%
3978 UI UBIQUITI INC Technology 808.0 $447K NEW $553.35 +9.1%
3979 RBC RBC BEARINGS INC Industrials 997.0 $447K NEW $448.43 +27.2%
3980 TREEHOUSE FOODS INC 18,921.0 $446K NEW $23.59
Page 199 of 228  ·  4,558 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 28.3%
Consumer Cyclical 13.6%
Financial Services 13.1%
Healthcare 11.6%
Industrials 11.1%
Communication Services 7.3%
Basic Materials 4.3%
Consumer Defensive 4.0%
Energy 3.9%
Utilities 1.6%