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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 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RAPID7 INC 12,905,000.0 $11.5M 0.39% NEW $0.89
82 MUC BLACKROCK MUNIHLDNGS CALI QL Financial Services 981,326.0 $10.6M 0.36% NEW $10.85 -2.1%
83 AMPHASTAR PHARMACEUTICALS IN 11,610,000.0 $10.6M 0.36% NEW $0.91
84 BLACKROCK MUNIYIELD QUALITY 1,026,805.0 $10.3M 0.35% NEW $10.03
85 HAEMONETICS CORP MASS 8,949,000.0 $8.8M 0.30% NEW $0.98
86 BLACKROCK MUNIVEST FD INC 1,223,865.0 $8.4M 0.29% NEW $6.86
87 BLACKROCK MUN INCOME TR 833,784.0 $8.4M 0.28% NEW $10.05
88 LUMENTUM HLDGS INC 4,909,000.0 $8.3M 0.28% NEW $1.68
89 NRK NUVEEN NEW YORK AMT QLT MUNI Financial Services 797,635.0 $8.1M 0.28% NEW $10.20 +1.0%
90 LIVE NATION ENTERTAINMENT IN 4,885,000.0 $7.9M 0.27% NEW $1.61
91 WBD WARNER BROS DISCOVERY INC Communication Services 400,000.0 $7.8M 0.27% NEW $19.53 +38.4%
92 SPECTRUM BRANDS INC 8,128,000.0 $7.6M 0.26% NEW $0.93
93 BLACKROCK MUNIYIELD FD INC 712,123.0 $7.5M 0.26% NEW $10.56
94 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 664,819.0 $7.5M 0.26% NEW $11.28 +6.5%
95 CLOUDFLARE INC 5,816,000.0 $7.2M 0.25% NEW $1.25
96 WEC ENERGY GROUP INC 5,508,000.0 $6.8M 0.23% NEW $1.23
97 SOUTHERN CO 5,736,000.0 $6.4M 0.22% NEW $1.11
98 EXPEDIA GROUP INC 6,183,000.0 $6.2M 0.21% NEW $1.01
99 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 511,343.0 $5.9M 0.20% NEW $11.50 +2.2%
100 VAIL RESORTS INC 5,759,000.0 $5.7M 0.19% NEW $0.99
Page 5 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%