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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
Page 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ARES MANAGEMENT CORPORATION 473,045.0 $23.9M 0.84% -8K -1.6% $50.54
42 RIVIAN AUTOMOTIVE INC 18,581,000.0 $23.4M 0.82% -184K -1.0% $1.26
43 GPOR GULFPORT ENERGY CORP Energy 108,592.0 $22.6M 0.79% -22K -17.1% $207.99 -14.3%
44 ALNYLAM PHARMACEUTICALS INC 14,838,000.0 $21.8M 0.77% -350K -2.3% $1.47
45 GREENBRIER COS INC 19,032,000.0 $20.5M 0.72% -173K -0.9% $1.08
46 WELLS FARGO CO NEW 14,770.0 $18.0M 0.63% -634.0 -4.1% $1216.40
47 LUMENTUM HLDGS INC 4,796,000.0 $17.8M 0.62% -113K -2.3% $3.71
48 VERTEX INC 18,123,000.0 $17.2M 0.60% -200K -1.1% $0.95
49 WORKIVA INC 16,850,000.0 $16.7M 0.58% -220K -1.3% $0.99
50 IONIS PHARMACEUTICALS INC 10,410,000.0 $16.6M 0.58% -17.4M -62.5% $1.59
51 IMPINJ INC 9,890,000.0 $16.1M 0.56% -75K -0.8% $1.63
52 GLOBAL PMTS INC 17,619,000.0 $15.8M 0.56% -8.9M -33.6% $0.90
53 CHEESECAKE FACTORY INC 15,451,000.0 $15.3M 0.54% -359K -2.3% $0.99
54 JAZZ INVESTMENTS I LTD 13,087,000.0 $15.2M 0.53% -279K -2.1% $1.16
55 TELADOC HEALTH INC 15,194,000.0 $14.5M 0.51% -119K -0.8% $0.95
56 MGP INGREDIENTS INC NEW 14,222,000.0 $13.8M 0.48% -438K -3.0% $0.97
57 RAPID7 INC 12,790,000.0 $11.7M 0.41% -115K -0.9% $0.91
58 FIVE9 INC 12,805,000.0 $11.6M 0.40% -540K -4.0% $0.90
59 BLACKROCK MUNIYIELD QUALITY 1,008,573.0 $10.1M 0.35% -18K -1.8% $10.05
60 HAEMONETICS CORP MASS 8,498,000.0 $8.4M 0.29% -451K -5.0% $0.99
Page 3 of 5  ·  91 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
Financial Services 75.3%
Energy 21.8%
Communication Services 2.6%
Consumer Defensive 0.3%