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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 3 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LIBERTY MEDIA CORP DEL 29,835,000.0 $31.2M 1.06% NEW $1.04
42 PARSONS CORP DEL 26,441,000.0 $30.2M 1.03% NEW $1.14
43 TALO TALOS ENERGY INC Energy 3,098,435.0 $29.7M 1.01% NEW $9.59 +67.3%
44 PROGRESS SOFTWARE CORP 28,964,000.0 $29.2M 0.99% NEW $1.01
45 BRIDGEBIO PHARMA INC 28,922,000.0 $28.6M 0.97% NEW $0.99
46 BURLINGTON STORES INC 20,561,000.0 $27.8M 0.94% NEW $1.35
47 Q2 HLDGS INC 25,829,000.0 $26.8M 0.91% NEW $1.04
48 DROPBOX INC 24,613,000.0 $25.5M 0.87% NEW $1.03
49 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 2,166,270.0 $25.5M 0.87% NEW $11.75 -3.1%
50 ALNYLAM PHARMACEUTICALS INC 15,188,000.0 $25.0M 0.85% NEW $1.65
51 CABLE ONE INC 24,975,000.0 $24.4M 0.83% NEW $0.98
52 GLOBAL PMTS INC 26,553,000.0 $24.4M 0.83% NEW $0.92
53 FRESHPET INC 21,572,000.0 $24.3M 0.83% NEW $1.13
54 ARES MANAGEMENT CORPORATION 480,905.0 $24.0M 0.82% NEW $50.00
55 GPOR GULFPORT ENERGY CORP Energy 130,956.0 $23.7M 0.81% NEW $180.98 -1.5%
56 NEXTERA ENERGY INC 465,471.0 $23.3M 0.79% NEW $49.98
57 BANK AMERICA CORP 17,584.0 $22.5M 0.77% NEW $1282.25
58 LUMENTUM HLDGS INC 9,060,000.0 $21.9M 0.74% NEW $2.42
59 OIL STS INTL INC 21,321,000.0 $21.3M 0.73% NEW $1.00
60 GREENBRIER COS INC 19,205,000.0 $20.6M 0.70% NEW $1.07
Page 3 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%