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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 207 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4121 GSL PUT GLOBAL SHIP LEASE INC NEW Industrials 9,100.0 $319K NEW $35.04 +17.2%
4122 ATKR PUT ATKORE INC Industrials 5,000.0 $316K NEW $63.25 +13.3%
4123 INCY CALL INCYTE CORP Healthcare 3,200.0 $316K NEW $98.77 -3.1%
4124 ENGENE HOLDINGS INC 104,622.0 $314K NEW $3.00
4125 SMURFIT WESTROCK PLC 8,116.0 $314K NEW $38.67
4126 EOSE EOS ENERGY ENTERPRISES INC Industrials 27,293.0 $313K NEW $11.46 -39.0%
4127 SPHB INVESCO EXCH TRADED FD TR II 2,668.0 $312K NEW $116.97 +14.9%
4128 IYF ISHARES TR 2,415.0 $311K NEW $128.93 -4.9%
4129 ESPO VANECK ETF TRUST 3,002.0 $311K NEW $103.60 -13.1%
4130 DCGO DOCGO INC Healthcare 352,749.0 $310K NEW $0.88 -35.9%
4131 VEL VELOCITY FINL INC Financial Services 14,907.0 $309K NEW $20.76 -17.7%
4132 SPRY ARS PHARMACEUTICALS INC Healthcare 26,527.0 $309K NEW $11.65 -36.8%
4133 WPC WP CAREY INC Real Estate 4,797.0 $309K NEW $64.36 +16.0%
4134 BY BYLINE BANCORP INC Financial Services 10,571.0 $308K NEW $29.15 +10.9%
4135 ATHM AUTOHOME INC Communication Services 13,817.0 $308K NEW $22.26 -23.8%
4136 FNF FIDELITY NATIONAL FINANCIAL Financial Services 5,625.0 $307K NEW $54.59 -10.9%
4137 FB BANCORP INC 23,870.0 $307K NEW $12.85
4138 CADENCE BANK 7,147.0 $306K NEW $42.84
4139 LIFECORE BIOMEDICAL INC 37,428.0 $306K NEW $8.18
4140 STAG STAG INDL INC Real Estate 8,328.0 $306K NEW $36.76 +3.5%
Page 207 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%