MAK CAPITAL ONE LLC
Top Portfolio Positions
20 positions ·
$665,201,971 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SKY |
Champion Homes, Inc.
Consumer Cyclical
|
2,282,374 | $169,740,154 | 25.52% | |
| AGYS |
Agilysys Inc
Technology
|
1,192,730 | $84,850,812 | 12.76% | |
| GGAL |
Grupo Financiero Galicia SA
Financial Services
|
1,429,075 | $66,752,093 | 10.03% | |
| ACHC |
Acadia Healthcare Company, Inc.
Healthcare
|
2,432,962 | $56,906,981 | 8.55% | |
| AUTL |
Autolus Therapeutics plc
Healthcare
|
33,621,487 | $46,397,652 | 6.97% | |
| SUPV |
Grupo Supervielle S.A.
Financial Services
|
4,250,000 | $40,077,500 | 6.02% | |
| COUR |
Coursera, Inc.
Consumer Defensive
|
5,618,749 | $32,701,119 | 4.92% | |
| ANNX |
Annexon, Inc.
Healthcare
|
4,724,043 | $26,171,198 | 3.93% | |
| LAB |
Standard Biotools Inc.
Healthcare
|
26,172,626 | $24,078,815 | 3.62% | |
| LODE |
Comstock Inc.
Basic Materials
|
5,763,729 | $17,579,373 | 2.64% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AGYS
Shares Held
Position Value (USD)
31 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,850,812 | 1,192,730 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,931,984 | 327,600 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $141,744,033 | 1,192,730 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $125,534,832 | 1,192,730 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $34,479,900 | 327,600 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $136,734,567 | 1,192,730 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $37,556,064 | 327,600 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $23,764,104 | 327,600 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $86,520,634 | 1,192,730 | Shares | Sole | 2025-05-15 | |
| 2025-01-22 | $120,072,129 | 1,192,730 | Shares | Sole | 2025-01-24 | |
| 2024-12-31 | $43,148,196 | 327,600 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $157,094,468 | 1,192,730 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $129,971,788 | 1,192,730 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $124,210,902 | 1,192,730 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $173,614,191 | 2,060,458 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $281,991,299 | 3,324,585 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $251,137,736 | 3,795,915 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $260,551,605 | 3,795,915 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $313,200,946 | 3,795,915 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $300,408,713 | 3,795,915 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $210,103,895 | 3,795,915 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $186,814,065 | 3,952,064 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $157,608,312 | 3,952,064 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $175,708,765 | 3,952,064 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $206,930,071 | 3,952,064 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $224,753,879 | 3,952,064 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $198,266,208 | 4,133,991 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $158,662,574 | 4,133,991 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $99,877,222 | 4,133,991 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $74,163,798 | 4,133,991 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $40,055,517 | 2,398,534 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||