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 |
|---|---|---|---|---|
| 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
Holdings in LAB
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,078,815 | 26,172,626 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,688,842 | 19,288,158 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,711,347 | 15,931,806 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,716,906 | 5,597,422 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,996,698 | 2,774,721 | Shares | Sole | 2025-05-15 | |
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