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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 Status
1 LUMENTUM HLDGS INC 9,060,000 $21.9M 0.74% SOLD
2 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 1,801,320 $20.5M 0.70% SOLD
3 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 1,165,469 $14.3M 0.49% SOLD
4 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 1,058,093 $12.4M 0.42% SOLD
5 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 511,343 $5.9M 0.20% SOLD
6 SHIFT4 PMTS INC 4,779,000 $4.9M 0.17% SOLD
7 PEBBLEBROOK HOTEL TR 4,923,000 $4.9M 0.17% SOLD
8 VOD VODAFONE GROUP PLC NEW Communication Services 371,152 $4.3M 0.15% SOLD
9 EATON VANCE NEW YORK MUN BD 421,971 $4.2M 0.14% SOLD
10 EXACT SCIENCES CORP 4,034,000 $3.7M 0.13% SOLD
11 INVESCO QUALITY MUN INCOME T 94,994 $936K 0.03% SOLD
12 SOUTHERN CO 655,000 $738K 0.03% SOLD
13 BILL HOLDINGS INC 75,000 $74K 0.00% SOLD
14 NINE ENERGY SERVICE INC 116,342 $74K 0.00% SOLD
Sector Allocation
Financial Services 75.3%
Energy 21.8%
Communication Services 2.6%
Consumer Defensive 0.3%