Mak Capital One LLC
- SEC CIK
- 0001385702
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 9
- +1 vs. Q2 2021
- Portfolio value
- $479.8M
- +$2.42M (+0.5%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AGYSAgilysys Inc | COM | 3,952,064 | $206.9M | 43.1% | 00.0% | Unchanged | History |
| SKYChampion Homes, Inc. | Stock | 3,000,000 | $180.2M | 37.6% | 00.0% | Unchanged | History |
| DRTTFDirtt Environmental Solutions Ltd | COM | 8,912,300 | $27.6M | 5.8% | +80,000+0.9% | Added | History |
| YTRAYatra Online, Inc. | ORD SHS | 11,434,913 | $23.1M | 4.8% | 00.0% | Unchanged | History |
| MIMEMimecast Ltd | ORD SHS | 247,999 | $15.8M | 3.3% | +247,999 | New | History |
| HTOOFusion Fuel Green PLC | CL A | 1,372,394 | $14.9M | 3.1% | +349,938+34.2% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 200,749 | $7.33M | 1.5% | 00.0% | Unchanged | History |
| Fusion Fuel Green PLCG3R25D100 | *W EXP 07/01/202 | 1,042,118 | $3.83M | 0.8% | 00.0% | Unchanged | – |
| SNAXStryve Foods, Inc. | common | 25,458 | $136.0K | <0.1% | +25,458 | New | 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 Q2 2021 (1)
Positions held at the end of Q2 2021 that are gone from this filing.