Arkolith/Funds/Mackay Shields LLC

Mackay Shields LLC

CIK 61227
Holdings as of Mar 31, 2026·disclosed Apr 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Mackay Shields LLC holds a diversified book of 111 stocks worth $2.7B as of Q1 2026 (disclosed Apr 27, 2026, a ~45-day 13F lag). This quarter they opened Integer Holdings Corp and trimmed Lumentum Holdings Inc. Their largest long position is Lumentum Holdings Inc at 5% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
7
new positions
Added to
27
existing
Trimmed
55
reduced
Sold out
27
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
28%
Top 20 holdings
44%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Energy
2%
Financials
2%
Communication Services
0%
Consumer Discretionary
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • INTEGER HOLDINGS CORPITGR 1.875 03/15/30
    New$43.3M
  • ORACLE CORPORCL 6.5 01/15/29 D
    New$29.7M
  • UNITY SOFTWARE INCU 0 03/15/30
    New$26.8M
  • PELOTON INTERACTIVE INCPTON 5.5 12/01/29
    New$26.0M
  • New$25.1M
  • +345%$13.6M
Trimmed / exited
  • SEAGATE HDD CAYMANSTX 3.5 06/01/28
    −50%$31.6M
  • −56%$26.5M
  • WESTERN DIGITAL CORPWDC 3 11/15/28
    −18%$24.4M
  • SHIFT4 PAYMENTS INCFOUR 0.5 08/01/27
    −51%$18.8M
  • LUMENTUM HOLDINGS INCLITE 0.5 12/15/26
    −54%$18.4M
  • LUMENTUM HOLDINGS INCLITE 0.5 06/15/28
    −11%$17.4M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

111 positions
#SecurityValueShares% PortLast moveHistory
1Lumentum Hldgs Inc
NOTE 0.500% 6/1
$143.6M26.79M
5.3%
−11%
Reduced · −3.3M sh
2Western Digital Corp
NOTE 3.000%11/1
$110.8M15.48M
4.1%
−18%
Reduced · −3.4M sh
3Advanced Energy Inds
NOTE 2.500% 9/1
$95.4M39.64M
3.5%
−11%
Reduced · −5.0M sh
4Mirum Pharmaceuticals Inc
NOTE 4.000% 5/0
$69.0M23.05M
2.5%
−9.7%
Reduced · −2.5M sh
5Qxo Inc
5.50 DEP PFD
$65.3M1.17M
2.4%
−0.1%
Reduced · −798 sh
6Lantheus Hldgs Inc
NOTE 2.625%12/1
$61.2M50.90M
2.2%
−10%
Reduced · −5.8M sh
7MKS Inc.
NOTE 1.250% 6/0
$60.4M36.51M
2.2%
−0.1%
Reduced · −38K sh
8Cable One Inc
NOTE 1.125% 3/1
$58.4M77.36M
2.1%
+11%
Added · +8.0M sh
9Tetra Tech Inc New
DBCV 2.250% 8/1
$57.2M54.52M
2.1%
−8.6%
Reduced · −5.1M sh
10Uber Technologies Inc
NOTE 0.875%12/0
$54.6M45.35M
2.0%
+6.3%
Added · +2.7M sh
11Boeing Co
DEP CONV PFD A
$53.9M829.4K
2.0%
−0.1%
Reduced · −683 sh
12On Semiconductor Corp
NOTE 5/0
$50.6M39.17M
1.9%
−0.5%
Reduced · −209K sh
13PG&E Corp
NOTE 4.250%12/0
$48.1M46.38M
1.8%
−9.8%
Reduced · −5.1M sh
14Post Hldgs Inc
NOTE 2.500% 8/1
$43.6M40.23M
1.6%
−19%
Reduced · −9.3M sh
15Integer Hldgs Corp
DBCV 1.875% 3/1
$43.3M45.16M
1.6%
New
New position
16Apollo Global Mgmt Inc
SER A MAND CNV
$42.0M713.8K
1.5%
−0.1%
Reduced · −483 sh
17Liberty Media Corp Del
NOTE 2.250% 8/1
$39.3M33.97M
1.4%
−0.2%
Reduced · −64K sh
18Akamai Technologies Inc
NOTE 0.375% 9/0
$39.2M33.82M
1.4%
−0.1%
Reduced · −40K sh
19Hewlett Packard Enterprise C
7.625 MAND CONV
$39.0M601.9K
1.4%
+0.7%
Added · +4K sh
20Snowflake Inc
NOTE 10/0
$38.5M32.57M
1.4%
+9.1%
Added · +2.7M sh
21NCL Corp Ltd
NOTE 1.125% 2/1
$38.0M38.89M
1.4%
Held
22Bridgebio Pharma Inc
NOTE 2.250% 2/0
$37.4M33.31M
1.4%
+16%
Added · +4.6M sh
23Northern Oil & Gas Inc
NOTE 3.625% 4/1
$36.6M33.30M
1.3%
+11%
Added · +3.3M sh
24Freshpet Inc
NOTE 3.000% 4/0
$36.6M31.79M
1.3%
+49%
Added · +10.4M sh
25Irhythm Holdings Inc
NOTE 1.500% 9/0
$35.8M32.63M
1.3%
−0.1%
Reduced · −51K sh
26BlackRock Mun Target Term TR
COM SHS BEN IN
$35.6M1.57M
1.3%
+15%
Added · +202K sh
27Chefs Whse Inc
NOTE 2.375%12/1
$35.1M23.75M
1.3%
−0.1%
Reduced · −35K sh
28Ishares Gold TR
ISHARES NEW
$34.4M390.1K
1.3%
−18%
Reduced · −85K sh
29Microchip Technology Inc.
DEP SHS REPSTG
$34.3M601.0K
1.3%
−0.1%
Reduced · −427 sh
30Burlington Stores Inc
NOTE 1.250%12/1
$33.7M20.38M
1.2%
Held
31Patrick Inds Inc
NOTE 1.750%12/0
$33.2M19.14M
1.2%
−9.5%
Reduced · −2.0M sh
32Datadog Inc
NOTE 12/0
$32.8M33.80M
1.2%
Held
33Fluor Corp
NOTE 1.125% 8/1
$32.5M26.31M
1.2%
+0.1%
Added · +14K sh
34Live Nation Entertainment In
NOTE 2.875% 1/1
$32.1M29.74M
1.2%
+0.2%
Added · +52K sh
35Etsy Inc
NOTE 0.125%10/0
$32.0M32.74M
1.2%
−12%
Reduced · −4.3M sh
36Seagate HDD Cayman
NOTE 3.500% 6/0
$31.5M6.64M
1.2%
−50%
Reduced · −6.7M sh
37Oracle Corp
6.5 DEP CUM SR D
$29.7M646.8K
1.1%
New
New position
38Dexcom Inc
NOTE 0.375% 5/1
$27.6M29.97M
1.0%
−19%
Reduced · −6.9M sh
39Meritage Homes Corp
NOTE 1.750% 5/1
$27.2M28.13M
1.0%
−23%
Reduced · −8.2M sh
40Unity Software Inc
NOTE 3/1
$26.8M26.90M
1.0%
New
New position
41Nutanix Inc
NOTE 0.500%12/1
$26.8M29.64M
1.0%
+0.1%
Added · +35K sh
42NextEra Energy Inc
UNIT 06/01/2027
$26.7M472.9K
1.0%
+2.1%
Added · +10K sh
43Peloton Interactive Inc
NOTE 5.500%12/0
$26.0M19.42M
1.0%
New
New position
44Parsons Corp Del
NOTE 2.625% 3/0
$25.8M26.13M
0.9%
Held
45Biomarin Pharmaceutical Inc
NOTE 1.250% 5/1
$25.6M26.50M
0.9%
−24%
Reduced · −8.2M sh
46Progress Software Corp
NOTE 3.500% 3/0
$25.6M28.69M
0.9%
+0.2%
Added · +51K sh
47Liberty Media Corp Del
NOTE 3.750% 3/1
$25.5M24.46M
0.9%
−17%
Reduced · −5.1M sh
48Affirm Hldgs Inc
NOTE 0.750%12/1
$25.5M27.15M
0.9%
+12%
Added · +2.9M sh
49Nine Energy Service Inc
COMMON STOCK
$25.1M3.07M
0.9%
New
New position
50Guidewire Software Inc
NOTE 1.250%11/0
$25.1M25.15M
0.9%
Held
Showing 50 of 111 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 27, 2026307$2.7B13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026340$2.9B13F-HR
Q3 2025Sep 30, 2025Oct 27, 2025354$2.9B13F-HR
Q2 2025Jun 30, 2025Jul 24, 2025364$3.1B13F-HR
Q1 2025Mar 31, 2025Apr 29, 2025361$3.1B13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025367$3.4B13F-HR
Q3 2024Sep 30, 2024Oct 31, 2024368$3.6B13F-HR
Q2 2024Jun 30, 2024Aug 8, 2024345$3.3B13F-HR
Q1 2024Mar 31, 2024May 3, 2024361$3.6B13F-HR
Q4 2023Dec 31, 2023Feb 2, 2024360$3.4B13F-HR
Q3 2023Sep 30, 2023Oct 25, 2023333$3.6B13F-HR
Q2 2023Jun 30, 2023Jul 27, 2023374$3.6B13F-HR
Q1 2023Mar 31, 2023Apr 27, 2023386$3.6B13F-HR
Q4 2022Dec 31, 2022Jan 31, 2023462$3.9B13F-HR
Q3 2022Sep 30, 2022Nov 2, 2022466$4.0B13F-HR
Q2 2022Jun 30, 2022Aug 3, 2022498$4.1B13F-HR
Q1 2022Mar 31, 2022May 13, 20221,438$11.4B13F-HR
Q4 2021Dec 31, 2021Feb 4, 20221,442$12.0B13F-HR
Q3 2021Sep 30, 2021Jan 18, 20221,395$10.6B13F-HR/A
Q2 2021Jun 30, 2021Aug 13, 20211,378$10.6B13F-HR
Q1 2021Mar 31, 2021May 14, 20212,988$13.7B13F-HR
Q4 2020Dec 31, 2020Feb 16, 20213,172$14.5B13F-HR
Q3 2020Sep 30, 2020Nov 4, 20202,990$14.7B13F-HR
Amended / restated
  • Q3 2021 · filed Nov 12, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.