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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 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LIBERTY MEDIA CORP DEL 29,575,000.0 $29.8M 1.04% -260K -0.9% $1.01
42 PROGRESS SOFTWARE CORP 28,642,000.0 $29.0M 1.02% -322K -1.1% $1.01
43 NORTHERN OIL & GAS INC 30,023,000.0 $29.0M 1.02% -2.0M -6.3% $0.97
44 NUTANIX INC 29,610,000.0 $28.6M 1.00% NEW $0.97
45 GUIDEWIRE SOFTWARE INC 25,147,000.0 $27.7M 0.97% NEW $1.10
46 PARSONS CORP DEL 26,133,000.0 $26.9M 0.94% -308K -1.2% $1.03
47 AFFIRM HLDGS INC 24,259,000.0 $26.9M 0.94% NEW $1.11
48 BANK AMERICA CORP 20,927.0 $26.2M 0.92% +3K +19.0% $1252.08
49 Q2 HLDGS INC 25,530,000.0 $25.9M 0.91% -299K -1.2% $1.01
50 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 2,166,270.0 $25.4M 0.89% $11.74 -3.0%
51 FRESHPET INC 21,347,000.0 $25.0M 0.88% -225K -1.0% $1.17
52 CABLE ONE INC 24,975,000.0 $24.7M 0.86% $0.99
53 DROPBOX INC 24,323,000.0 $24.6M 0.86% -290K -1.2% $1.01
54 NEXTERA ENERGY INC 463,345.0 $24.0M 0.84% $51.69
55 ARES MANAGEMENT CORPORATION 473,045.0 $23.9M 0.84% -8K -1.6% $50.54
56 RIVIAN AUTOMOTIVE INC 18,581,000.0 $23.4M 0.82% -184K -1.0% $1.26
57 GPOR GULFPORT ENERGY CORP Energy 108,592.0 $22.6M 0.79% -22K -17.1% $207.99 -14.3%
58 UPSTART HLDGS INC 25,168,000.0 $22.1M 0.77% NEW $0.88
59 ALNYLAM PHARMACEUTICALS INC 14,838,000.0 $21.8M 0.77% -350K -2.3% $1.47
60 GREENBRIER COS INC 19,032,000.0 $20.5M 0.72% -173K -0.9% $1.08
Page 3 of 7  ·  132 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%