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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 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLACKROCK MUNIVEST FD INC 1,192,311.0 $8.3M 0.29% -32K -2.6% $6.93
62 AMPHASTAR PHARMACEUTICALS IN 8,733,000.0 $8.1M 0.28% -2.9M -24.8% $0.93
63 SPECTRUM BRANDS INC 7,857,000.0 $7.5M 0.26% -271K -3.3% $0.95
64 BLACKROCK MUNIYIELD FD INC 697,362.0 $7.3M 0.26% -15K -2.1% $10.49
65 LIVE NATION ENTERTAINMENT IN 4,789,000.0 $7.0M 0.24% -96K -2.0% $1.45
66 EXPEDIA GROUP INC 6,133,000.0 $6.9M 0.24% -50K -0.8% $1.12
67 CLOUDFLARE INC 5,715,000.0 $6.7M 0.23% -101K -1.7% $1.17
68 OSI SYSTEMS INC 4,522,000.0 $6.7M 0.23% -28.0M -86.1% $1.48
69 CONMED CORP 6,973,000.0 $6.7M 0.23% -8.4M -54.7% $0.96
70 WBD WARNER BROS DISCOVERY INC Communication Services 226,250.0 $6.5M 0.23% -174K -43.4% $28.82 -6.2%
71 NRK NUVEEN NEW YORK AMT QLT MUNI Financial Services 641,105.0 $6.5M 0.23% -157K -19.6% $10.09 +2.1%
72 WEC ENERGY GROUP INC 5,334,000.0 $6.2M 0.22% -174K -3.2% $1.17
73 SOUTHERN CO 5,598,000.0 $6.0M 0.21% -138K -2.4% $1.07
74 HALOZYME THERAPEUTICS INC 5,239,000.0 $5.6M 0.20% -45.3M -89.6% $1.08
75 DROPBOX INC 5,630,000.0 $5.6M 0.20% -83K -1.4% $0.99
76 VAIL RESORTS INC 5,408,000.0 $5.4M 0.19% -351K -6.1% $1.00
77 NUTANIX INC 4,534,000.0 $5.1M 0.18% -36.1M -88.8% $1.12
78 BENTLEY SYS INC 4,346,000.0 $4.3M 0.15% -315K -6.8% $1.00
79 INTEGER HLDGS CORP 3,726,000.0 $4.2M 0.15% -235K -5.9% $1.13
80 OIL STS INTL INC 4,136,000.0 $4.2M 0.14% -17.2M -80.6% $1.00
Page 4 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%