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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MUC BLACKROCK MUNIHLDNGS CALI QL Financial Services 981,326.0 $10.4M 0.36% $10.60 +0.2%
82 BLACKROCK MUNIYIELD QUALITY 1,008,573.0 $10.1M 0.35% -18K -1.8% $10.05
83 HAEMONETICS CORP MASS 8,498,000.0 $8.4M 0.29% -451K -5.0% $0.99
84 BLACKROCK MUN INCOME TR 833,784.0 $8.4M 0.29% $10.03
85 BLACKROCK MUNIVEST FD INC 1,192,311.0 $8.3M 0.29% -32K -2.6% $6.93
86 AMPHASTAR PHARMACEUTICALS IN 8,733,000.0 $8.1M 0.28% -2.9M -24.8% $0.93
87 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 664,819.0 $7.8M 0.27% $11.74 +2.3%
88 SPECTRUM BRANDS INC 7,857,000.0 $7.5M 0.26% -271K -3.3% $0.95
89 BLACKROCK MUNIYIELD FD INC 697,362.0 $7.3M 0.26% -15K -2.1% $10.49
90 LIVE NATION ENTERTAINMENT IN 4,789,000.0 $7.0M 0.24% -96K -2.0% $1.45
91 EXPEDIA GROUP INC 6,133,000.0 $6.9M 0.24% -50K -0.8% $1.12
92 CLOUDFLARE INC 5,715,000.0 $6.7M 0.23% -101K -1.7% $1.17
93 OSI SYSTEMS INC 4,522,000.0 $6.7M 0.23% -28.0M -86.1% $1.48
94 CONMED CORP 6,973,000.0 $6.7M 0.23% -8.4M -54.7% $0.96
95 WBD WARNER BROS DISCOVERY INC Communication Services 226,250.0 $6.5M 0.23% -174K -43.4% $28.82 -6.2%
96 NRK NUVEEN NEW YORK AMT QLT MUNI Financial Services 641,105.0 $6.5M 0.23% -157K -19.6% $10.09 +2.1%
97 WEC ENERGY GROUP INC 5,334,000.0 $6.2M 0.22% -174K -3.2% $1.17
98 GLD SPDR GOLD TR Financial Services 15,336.0 $6.1M 0.21% $396.31 +4.4%
99 SOUTHERN CO 5,598,000.0 $6.0M 0.21% -138K -2.4% $1.07
100 HALOZYME THERAPEUTICS INC 5,239,000.0 $5.6M 0.20% -45.3M -89.6% $1.08
Page 5 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%