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 SUPV
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,077,500 | 4,250,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $47,280,000 | 4,000,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,800,000 | 4,000,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,978,588 | 2,925,268 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $35,631,258 | 2,728,274 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,224,220 | 2,728,274 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,398,028 | 2,728,274 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,930,059 | 2,054,581 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,524,236 | 1,492,861 | Shares | Sole | 2024-05-15 | |
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