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Portfolio (Quarterly) Guide ↗

MACKAY SHIELDS LLC

· CIK 0000061227
13F Portfolio $2.9B AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 136 New
Page 2 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AKAMAI TECHNOLOGIES INC 43,444,000.0 $41.6M 1.42% NEW $0.96
22 HEWLETT PACKARD ENTERPRISE C 605,178.0 $41.2M 1.40% NEW $68.16
23 MKS INC. 37,185,000.0 $40.8M 1.39% NEW $1.10
24 NCL CORP LTD 39,311,000.0 $40.3M 1.37% NEW $1.03
25 SNOWFLAKE INC 26,382,000.0 $40.1M 1.36% NEW $1.52
26 SHIFT4 PMTS INC 39,897,000.0 $39.4M 1.34% NEW $0.99
27 ETSY INC 37,493,000.0 $39.0M 1.32% NEW $1.04
28 IONIS PHARMACEUTICALS INC 27,793,000.0 $38.5M 1.31% NEW $1.39
29 IAU ISHARES GOLD TR Financial Services 525,000.0 $38.2M 1.30% NEW $72.77 +16.5%
30 MERITAGE HOMES CORP 37,024,000.0 $38.0M 1.29% NEW $1.03
31 PATRICK INDS INC 23,353,000.0 $38.0M 1.29% NEW $1.63
32 MICROCHIP TECHNOLOGY INC. 609,163.0 $36.0M 1.23% NEW $59.16
33 CHEFS WHSE INC 24,100,000.0 $34.9M 1.19% NEW $1.45
34 DEXCOM INC 37,290,000.0 $34.0M 1.16% NEW $0.91
35 TYLER TEX INDPT SCH DIST 30,621,000.0 $33.7M 1.15% NEW $1.10
36 BIOMARIN PHARMACEUTICAL INC 35,206,000.0 $33.4M 1.14% NEW $0.95
37 NORTHERN OIL & GAS INC 32,032,000.0 $32.2M 1.09% NEW $1.00
38 BTT BLACKROCK MUN TARGET TERM TR Financial Services 1,419,894.0 $31.9M 1.08% NEW $22.46 +0.9%
39 FLUOR CORP 26,730,000.0 $31.8M 1.08% NEW $1.19
40 FORD MTR CO 30,776,000.0 $31.3M 1.06% NEW $1.02
Page 2 of 7  ·  136 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 80.0%
Energy 16.1%
Communication Services 3.7%
Consumer Defensive 0.2%