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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 199 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3961 ODDITY TECH LTD 29,277.0 $392K -698K -96.0% $13.38
3962 DIGITALBRIDGE GROUP INC 25,349.0 $391K -45K -64.2% $15.42
3963 DFLV DIMENSIONAL ETF TRUST 10,887.0 $389K NEW $35.71 +7.3%
3964 CURI CURIOSITYSTREAM INC Communication Services 131,304.0 $389K -68K -34.0% $2.96 -10.0%
3965 CRMT AMERICAS CAR-MART INC Consumer Cyclical 30,503.0 $388K +9K +45.0% $12.73 -6.9%
3966 REZ ISHARES TR 4,656.0 $387K +1K +35.4% $83.21 +10.1%
3967 PEGA PUT PEGASYSTEMS INC Technology 9,100.0 $387K $42.56 -20.4%
3968 EBF ENNIS INC Industrials 18,079.0 $387K NEW $21.42 -6.1%
3969 LGIH LGI HOMES INC Consumer Cyclical 9,790.0 $387K -48K -83.2% $39.53 +7.1%
3970 STHO STAR HLDGS Real Estate 51,083.0 $387K -8K -14.1% $7.57 +13.1%
3971 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 7,600.0 $386K -4K -34.4% $50.80 -9.6%
3972 POOL CALL POOL CORP Industrials 1,900.0 $384K NEW $202.33 -10.7%
3973 MPT MEDICAL PROPERTIES TRUST INC Financial Services 82,996.0 $384K +30K +57.8% $4.63 +8.6%
3974 NSP CALL INSPERITY INC Industrials 14,200.0 $384K NEW $27.04 +15.3%
3975 SWK CALL STANLEY BLACK & DECKER INC Industrials 5,400.0 $384K -42K -88.6% $71.06 +6.3%
3976 FET FORUM ENERGY TECHNOLOGIES IN Energy 6,538.0 $384K -3K -30.1% $58.66 -2.5%
3977 TCAF T ROWE PRICE ETF INC 10,757.0 $383K NEW $35.59 +12.6%
3978 CXM SPRINKLR INC Technology 63,540.0 $381K +12K +23.6% $6.00 -13.1%
3979 VYGR VOYAGER THERAPEUTICS INC Healthcare 98,716.0 $381K NEW $3.86 -8.2%
3980 KDEF EXCHANGE LISTED FDS TR 7,182.0 $379K NEW $52.73 -1.2%
Page 199 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%