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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 204 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4061 WSC CALL WILLSCOT HLDGS CORP Industrials 19,800.0 $373K NEW $18.83 +27.5%
4062 GSBC GREAT SOUTHN BANCORP INC Financial Services 6,042.0 $372K NEW $61.56 +12.0%
4063 JLL PUT JONES LANG LASALLE INC Real Estate 1,100.0 $370K NEW $336.47 -14.1%
4064 INFLECTION POINT ACQUISITION 500,000.0 $368K NEW $0.73
4065 IOT SAMSARA INC Technology 10,357.0 $367K NEW $35.45 -13.7%
4066 SON PUT SONOCO PRODS CO Consumer Cyclical 8,400.0 $367K NEW $43.64 +7.6%
4067 EGO CALL ELDORADO GOLD CORP NEW Basic Materials 10,200.0 $366K NEW $35.92 -11.8%
4068 RXRX RECURSION PHARMACEUTICALS IN Healthcare 89,544.0 $366K NEW $4.09 -29.3%
4069 BOC BOSTON OMAHA CORP Communication Services 29,484.0 $365K NEW $12.37 -1.4%
4070 IYK ISHARES TR 5,442.0 $364K NEW $66.92 +8.6%
4071 BZUN BAOZUN INC Consumer Cyclical 136,756.0 $364K NEW $2.66 -3.8%
4072 MEC MAYVILLE ENGR CO INC Industrials 19,416.0 $363K NEW $18.72 +33.1%
4073 ARE PUT ALEXANDRIA REAL ESTATE EQ IN Real Estate 7,400.0 $362K NEW $48.94 -6.3%
4074 NUKZ EXCHANGE TRADED CONCEPTS TRU 5,690.0 $361K NEW $63.50 +5.7%
4075 BWB BRIDGEWATER BANCSHARES INC Financial Services 20,467.0 $359K NEW $17.53 +4.6%
4076 RNGR RANGER ENERGY SVCS INC Energy 25,652.0 $359K NEW $13.98 +20.5%
4077 CGGO CAPITAL GROUP GBL GROWTH EQT 10,347.0 $359K NEW $34.65 +10.6%
4078 VRSK PUT VERISK ANALYTICS INC Industrials 1,600.0 $358K NEW $223.69 -23.3%
4079 HWKN CALL HAWKINS INC Basic Materials 2,500.0 $355K NEW $142.06 +9.6%
4080 ASX ASE TECHNOLOGY HLDG CO LTD Technology 22,002.0 $354K NEW $16.10 +91.9%
Page 204 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%