13F

Investor

MACKAY SHIELDS LLC

CIK 0000061227 · filed 2026-01-29 · SEC filing

13F book

$2.86B

Positions

132

Largest name

3.0%

Western Digital Corp · WDC

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Western Digital CorpWDC18.9M$86.6M3.0%Held
Lumentum Hldgs Inc30M$85.3M3.0%Held
Advanced Energy Inds44.6M$73.3M2.6%Held
Mirum Pharmaceuticals, Inc.MIRM25.5M$66M2.3%Held
Lantheus Hldgs Inc56.7M$65.1M2.3%Held
Qxo Inc1.17M$65M2.3%Held
Tetra Tech Inc New59.6M$64.8M2.3%Held
Boeing Co830.1K$57.7M2.0%Held
Cable One, Inc.CABO69.4M$56.7M2.0%Held
Uber Technologies, IncUBER42.6M$55.4M1.9%Held
Apollo Global Mgmt Inc714.3K$53.9M1.9%Held
Post Hldgs Inc49.5M$53.4M1.9%Held
Pg&E Corp51.5M$53M1.9%Held
On Semiconductor CorpON39.4M$47M1.6%Held
Mks IncMKSI36.5M$46.7M1.6%Held
Irhythm Technologies IncIRTC32.7M$45.7M1.6%Held
Seagate Hdd Cayman13.3M$44.7M1.6%Held
Snowflake Inc.SNOW29.9M$44.4M1.6%Held
Liberty Media Corp Del34M$43.1M1.5%Held
Hewlett Packard Enterprise C597.9K$39.6M1.4%Held
Ncl Corp Ltd38.9M$38.9M1.4%Held
Ishares Gold Tr475K$38.6M1.3%Held
Shift4 Pmts Inc39.5M$38.1M1.3%Held
Etsy IncETSY37M$37.5M1.3%Held
Chefs Whse Inc23.8M$36.2M1.3%Held
Patrick Inds Inc21.1M$36M1.3%Held
Meritage Homes CorpMTH36.4M$35.9M1.3%Held
Microchip Technology Inc.601.5K$35.1M1.2%Held
Akamai Technologies IncAKAM33.9M$34M1.2%Held
Dexcom IncDXCM36.9M$34M1.2%Held
Datadog, Inc.DDOG33.8M$33.8M1.2%Held
Biomarin Pharmaceutical IncBMRN34.7M$33.3M1.2%Held
Talos Energy Inc.TALO3.01M$33.2M1.2%Held
BridgeBio Pharma, Inc.BBIO28.7M$32.3M1.1%Held
Ford Mtr Co30.1M$31.3M1.1%Held
Live Nation Entertainment In29.7M$31.3M1.1%Held
Blackrock Mun Target Term Tr1.36M$31.1M1.1%Held
Tyler Tex Indpt Sch Dist30.3M$30.7M1.1%Held
Burlington Stores, Inc.BURL20.4M$30.3M1.1%Held
Fluor CorpFLR26.3M$30M1.1%Held
Liberty Media Corp Del29.6M$29.8M1.0%Held
Progress Software Corp28.6M$29M1.0%Held
Northern Oil & Gas, Inc.NOG30M$29M1.0%Held
Nutanix, Inc.NTNX29.6M$28.6M1.0%Held
Guidewire Software, Inc.GWRE25.1M$27.7M1.0%Held
Parsons Corp Del26.1M$26.9M0.9%Held
Affirm Hldgs Inc24.3M$26.9M0.9%Held
Bank America Corp20.9K$26.2M0.9%Held
Q2 Hldgs Inc25.5M$25.9M0.9%Held
Blackrock Muniholdings Fd In2.17M$25.4M0.9%Held
Freshpet, Inc.FRPT21.3M$25M0.9%Held
Cable One, Inc.CABO25M$24.7M0.9%Held
Dropbox, Inc.DBX24.3M$24.6M0.9%Held
Nextera Energy Inc463.3K$24M0.8%Held
Ares Management Corporation473K$23.9M0.8%Held
Rivian Automotive Inc18.6M$23.4M0.8%Held
Gulfport Energy CorpGPOR108.6K$22.6M0.8%Held
Upstart Hldgs Inc25.2M$22.1M0.8%Held
Alnylam Pharmaceuticals, Inc.ALNY14.8M$21.8M0.8%Held
Greenbrier Cos Inc19M$20.5M0.7%Held
Wells Fargo Co New14.8K$18M0.6%Held
Lumentum Hldgs Inc4.8M$17.8M0.6%Held
Vertex, Inc.VERX18.1M$17.2M0.6%Held
Synaptics IncSYNA16.2M$17.1M0.6%Held
Workiva IncWK16.9M$16.7M0.6%Held
Ionis Pharmaceuticals IncIONS10.4M$16.6M0.6%Held
Impinj IncPI9.89M$16.1M0.6%Held
Global Pmts Inc17.6M$15.8M0.6%Held
Cheesecake Factory IncCAKE15.5M$15.3M0.5%Held
Jazz Investments I Ltd13.1M$15.2M0.5%Held
Blackrock Munihldgs Nj Qlty1.23M$14.7M0.5%Held
Teladoc Health, Inc.TDOC15.2M$14.5M0.5%Held
BILL Holdings, Inc.BILL15.1M$13.9M0.5%Held
Mgp Ingredients Inc New14.2M$13.8M0.5%Held
Neuberger Mun Fd Inc1.23M$12.5M0.4%Held
Blackrock Munihldgs Ny Qlty1.19M$12.2M0.4%Held
Rapid7, Inc.RPD12.8M$11.7M0.4%Held
Blackrock Muniyield N Y Qual1.17M$11.6M0.4%Held
Five9, Inc.FIVN12.8M$11.6M0.4%Held
Aerovironment IncAVAV10.2M$11.1M0.4%Held
Blackrock Munihldngs Cali Ql981.3K$10.4M0.4%Held
Blackrock Muniyield Quality1.01M$10.1M0.4%Held
Haemonetics Corp Mass8.5M$8.41M0.3%Held
Blackrock Mun Income Tr833.8K$8.36M0.3%Held
Blackrock Munivest Fd Inc1.19M$8.26M0.3%Held
Amphastar Pharmaceuticals In8.73M$8.1M0.3%Held
Blackrock Muniyield Mich Qu664.8K$7.8M0.3%Held
Spectrum Brands Inc7.86M$7.45M0.3%Held
Blackrock Muniyield Fd Inc697.4K$7.32M0.3%Held
Live Nation Entertainment In4.79M$6.96M0.2%Held
Expedia Group, Inc.EXPE6.13M$6.86M0.2%Held
Cloudflare, Inc.NET5.71M$6.71M0.2%Held
Osi Systems IncOSIS4.52M$6.71M0.2%Held
Conmed CorpCNMD6.97M$6.69M0.2%Held
Warner Bros. Discovery, Inc.WBD226.3K$6.52M0.2%Held
Nuveen New York Amt Qlt Muni641.1K$6.47M0.2%Held
Wec Energy Group, Inc.WEC5.33M$6.22M0.2%Held
Spdr Gold Tr15.3K$6.08M0.2%Held
Southern Co5.6M$5.97M0.2%Held
Halozyme Therapeutics, Inc.HALO5.24M$5.65M0.2%Held
Dropbox, Inc.DBX5.63M$5.58M0.2%Held
Vail Resorts IncMTN5.41M$5.4M0.2%Held
Blackrock Mun Income Quality479.6K$5.25M0.2%Held
Nutanix, Inc.NTNX4.53M$5.09M0.2%Held
Bentley Sys Inc4.35M$4.34M0.2%Held
Integer Hldgs Corp3.73M$4.19M0.1%Held
Oil Sts Intl Inc4.14M$4.15M0.1%Held
Abrdn Natl Mun Income Fd401.7K$4.13M0.1%Held
Nuveen Municipal Credit Inc324.5K$4.08M0.1%Held
Blackrock Muniyild Qult Fd I357.8K$4.04M0.1%Held
Blackrock Muni Income Tr Ii364K$3.8M0.1%Held
Ionis Pharmaceuticals IncIONS2.77M$3.79M0.1%Held
Invesco Tr Invt Grade Muns308.5K$3.2M0.1%Held
Invesco Municipal TrustVKQ325.1K$3.14M0.1%Held
Eaton Vance Mun Bd Fd318.8K$3.1M0.1%Held
Nuveen Pennsylvania Qlt Mun229.2K$2.73M0.1%Held
Blackrock N Y Mun Income Tru218.6K$2.22M0.1%Held
Invesco Mun Opportunity Tr205.3K$1.97M0.1%Held
Mfs Mun Income Tr339.7K$1.84M0.1%Held
Spdr Series Trust13.6K$1.22M0.0%Held
Blackrock Invt Quality Mun T92.1K$1.03M0.0%Held
Invesco Advantage Mun Income105.8K$964.6K0.0%Held
Dws Mun Income Tr New92.5K$840.9K0.0%Held
Turning Pt Brands Inc6.8K$737.3K0.0%Held
Blackrock Munivest Fd Ii Inc65.7K$710K0.0%Held
Blackline, Inc.BL635K$671.4K0.0%Held
Ppl Cap Fdg Inc500K$549.4K0.0%Held
Duke Energy Corp New500K$515.6K0.0%Held
Ww Intl Inc14.4K$419.8K0.0%Held
New York Life Invts Active E11.1K$286.6K0.0%Held
Invesco Pa Value Mun Inc Tr14.4K$151K0.0%Held
Chegg, IncCHGG45K$40.2K0.0%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.