Mak Capital One LLC
- SEC CIK
- 0001385702
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 8
- −2 vs. Q1 2021
- Portfolio value
- $477.4M
- +$56.2M (+13.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AGYSAgilysys Inc | COM | 3,952,064 | $224.8M | 47.1% | −181,927−4.4% | Reduced | History |
| SKYChampion Homes, Inc. | Stock | 3,000,000 | $159.9M | 33.5% | 00.0% | Unchanged | History |
| DRTTFDirtt Environmental Solutions Ltd | COM | 8,832,300 | $37.8M | 7.9% | +194,500+2.3% | Added | History |
| YTRAYatra Online, Inc. | ORD SHS | 11,434,913 | $25.8M | 5.4% | 00.0% | Unchanged | History |
| HTOOFusion Fuel Green PLC | CL A | 1,022,456 | $14.7M | 3.1% | +272,561+36.3% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 200,749 | $7.28M | 1.5% | 00.0% | Unchanged | History |
| Fusion Fuel Green PLCG3R25D100 | *W EXP 07/01/202 | 1,042,118 | $5.00M | 1.0% | 00.0% | Unchanged | – |
| SCTLSocietal CDMO, Inc. | COM | 914,235 | $2.11M | 0.4% | −310,029−25.3% | Reduced | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| iShares Tr464287432 | 20 YR TR BD ETF | $26.0M | – |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Maxeon Solar Technologies LTY58473102 | SHS | 163,593 | $5.16M | 1.2% | – |
| Tufin Software TechnologieM8893U102 | SHS | 395,683 | $4.16M | 1.0% | – |