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 PESI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,820,614 | 918,673 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,566,093 | 918,673 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,237,317 | 815,576 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $974,257 | 92,610 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||