DS
SOBO

David Shaw’s South Bow Corp SOBO Stock Holding History

David Shaw’s Portfolio SOBO Stock Details SOBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.7M Buy
1,127,006
+684,232
+155% +$24.1M 0.02% 885
2026
Q1 		$14.7M Buy
442,774
+433,547
+4,699% +$13.2M 0.01% 1347
2025
Q4 		$254K Sell
9,227
-335,005
-97% -$9.1M ﹤0.01% 4229
2025
Q3 		$9.74M Buy
344,232
+281,600
+450% +$7.66M 0.01% 1718
2025
Q2 		$1.63M Buy
62,632
+19,904
+47% +$506K ﹤0.01% 2896
2025
Q1 		$1.09M Sell
42,728
-33,063
-44% -$827K ﹤0.01% 3031
2024
Q4 		$1.79M Buy
+75,791
New +$1.86M ﹤0.01% 2817

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

David Shaw's SOBO Position: Q2 2026 in Review

David Shaw increased its South Bow Corp (SOBO) stake by 155% in Q2 2026, buying an estimated $24.1M and bringing the position to 1,127,006 shares worth $39.7M. The position accounts for 0.02% of the portfolio, ranked #885.

David Shaw first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • David Shaw held 1,127,006 shares of South Bow Corp worth $39.7M as of Q2 2026.
  • David Shaw bought 684,232 South Bow Corp shares in Q2 2026, an estimated $24.1M.
  • South Bow Corp made up 0.02% of David Shaw's portfolio in Q2 2026, its #885 holding.
  • David Shaw first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.