Mak Capital One LLC
- SEC CIK
- 0001385702
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 10
- No 13F data for Q4 2020
- Portfolio value
- $421.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AGYSAgilysys Inc | COM | 4,133,991 | $198.3M | 47.1% | – | – | History |
| SKYChampion Homes, Inc. | Stock | 3,000,000 | $135.8M | 32.2% | – | – | History |
| DRTTFDirtt Environmental Solutions Ltd | COM | 8,637,800 | $26.7M | 6.3% | – | – | History |
| YTRAYatra Online, Inc. | ORD SHS | 11,434,913 | $26.6M | 6.3% | – | – | History |
| HTOOFusion Fuel Green PLC | CL A | 749,895 | $10.0M | 2.4% | – | – | History |
| CNQCanadian Natural Resources Ltd | COM | 200,749 | $6.20M | 1.5% | – | – | History |
| Maxeon Solar Technologies LTY58473102 | SHS | 163,593 | $5.16M | 1.2% | – | – | – |
| Fusion Fuel Green PLCG3R25D100 | *W EXP 07/01/202 | 1,042,118 | $4.88M | 1.2% | – | – | – |
| Tufin Software TechnologieM8893U102 | SHS | 395,683 | $4.16M | 1.0% | – | – | – |
| SCTLSocietal CDMO, Inc. | COM | 1,224,264 | $3.42M | 0.8% | – | – | History |