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Portfolio (Quarterly) Guide ↗

MACKAY SHIELDS LLC

· CIK 0000061227
13F Portfolio $2.9B AUM 340 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 7 Added 91 Reduced 14 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LANTHEUS HLDGS INC 56,714,000.0 $65.1M 2.28% +1.0M +1.9% $1.15
2 TETRA TECH INC NEW 59,623,000.0 $64.8M 2.27% +1.0M +1.8% $1.09
3 CABLE ONE INC 69,399,000.0 $56.7M 1.98% +2.0M +2.9% $0.82
4 IRHYTHM TECHNOLOGIES INC 32,682,000.0 $45.7M 1.60% +1.8M +5.9% $1.40
5 SNOWFLAKE INC 29,853,000.0 $44.4M 1.55% +3.5M +13.2% $1.49
6 BANK AMERICA CORP 20,927.0 $26.2M 0.92% +3K +19.0% $1252.08
7 AEROVIRONMENT INC 10,210,000.0 $11.1M 0.39% +122K +1.2% $1.09

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
Financial Services 75.3%
Energy 21.8%
Communication Services 2.6%
Consumer Defensive 0.3%