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 SKY
Shares Held
Position Value (USD)
31 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,370,000 | 1,000,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $95,370,154 | 1,282,374 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $126,750,000 | 1,500,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $169,000,000 | 2,000,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $152,740,000 | 2,000,000 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $114,555,000 | 1,500,000 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $156,525,000 | 2,500,000 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $93,915,000 | 1,500,000 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $94,760,000 | 1,000,000 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $236,900,000 | 2,500,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $88,100,000 | 1,000,000 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $220,250,000 | 2,500,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $237,125,000 | 2,500,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $203,250,000 | 3,000,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $255,030,000 | 3,000,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $222,780,000 | 3,000,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $191,160,000 | 3,000,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $196,350,000 | 3,000,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $225,690,000 | 3,000,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $154,530,000 | 3,000,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $158,610,000 | 3,000,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $142,260,000 | 3,000,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $164,640,000 | 3,000,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $236,940,000 | 3,000,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $180,180,000 | 3,000,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $159,900,000 | 3,000,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $135,780,000 | 3,000,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $104,223,215 | 3,368,559 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $90,176,324 | 3,368,559 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $81,990,726 | 3,368,559 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $52,819,005 | 3,368,559 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||