Mackay Shields - Q4 2025 13F Filings

MA

Mackay Shields LLC

CIK: 0000061227
Address: New York New York 299 Park Avenue 32Nd Floor
$2.86 B
Portfolio Value
132
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/29/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
-18.89%
$336.66 M 11.78%
Options
$0 0.00%
Debt
-0.19%
$2.43 B 84.88%
Other
+0.55%
$95.38 M 3.34%

Sector Allocation (Stocks)

Mackay Shields Q4 2025 Filing Summary

Mackay Shields LLC filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 2.86 B reflecting a -2.80% change from the prior quarter, spanning 132 assets. Allocations were 11.8% Equities, 0.0% Options, and 84.9% Debt. The top 10 holdings comprised 70.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 8 complete exits.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Mackay Shields’s Q4 2025 Filing

Mackay Shields submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Mackay Shields reported a managed portfolio value of 2.86 B, consisting of 340 individual positions.

This page displays the raw filing documents. To see which stocks Mackay Shields bought or sold during Q4 2025, please visit Mackay Shields's Portfolio Analysis page.