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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 201 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4001 UWMC CALL UWM HOLDINGS CORPORATION Financial Services 100,000.0 $362K $3.62 -19.3%
4002 FIS PUT FIDELITY NATL INFORMATION SV Technology 7,700.0 $361K -42K -84.6% $46.91 -7.5%
4003 UE URBAN EDGE PPTYS Real Estate 18,056.0 $361K NEW $19.98 +8.4%
4004 GREK GLOBAL X FDS 5,625.0 $359K +2K +52.8% $63.87 +6.5%
4005 SKYT PUT SKYWATER TECHNOLOGY INC Technology 13,100.0 $359K $27.41 +25.1%
4006 PAGAYA TECHNOLOGIES LTD 30,806.0 $359K -544K -94.6% $11.65
4007 DC DAKOTA GOLD CORP Basic Materials 70,955.0 $358K +22K +45.0% $5.05 +10.5%
4008 FREL FIDELITY COVINGTON TRUST 13,252.0 $357K -3K -16.6% $26.91 +7.5%
4009 TTGT TECHTARGET INC Communication Services 91,829.0 $356K -134K -59.4% $3.88 +19.3%
4010 SWBI SMITH & WESSON BRANDS INC Industrials 24,705.0 $354K NEW $14.33 +8.4%
4011 SIX FLAGS ENTERTAINMENT CORP 19,900.0 $353K -111K -84.8% $17.75
4012 FDD FIRST TR EXCHANGE-TRADED FD 19,829.0 $353K +8K +72.8% $17.81 +8.6%
4013 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 14,536.0 $352K -22K -60.3% $24.23 +4.3%
4014 COLD PUT AMERICOLD REALTY TRUST INC Real Estate 30,600.0 $351K -39K -56.0% $11.46 +26.4%
4015 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 15,373.0 $351K -24K -61.2% $22.81 +3.1%
4016 XLF SELECT SECTOR SPDR TR 7,100.0 $351K -163K -95.8% $49.37 +3.5%
4017 CMPX COMPASS THERAPEUTICS INC Healthcare 65,967.0 $349K +14K +28.1% $5.29 -65.8%
4018 DXPE DXP ENTERPRISES INC Industrials 2,494.0 $348K $139.73 +4.4%
4019 MVBF MVB FINL CORP Financial Services 13,975.0 $347K -6K -30.9% $24.83 +2.5%
4020 EXPE CALL EXPEDIA GROUP INC Consumer Cyclical 1,500.0 $346K +300.0 +25.0% $230.89 -6.9%
Page 201 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%