Mak Capital One LLC
- SEC CIK
- 0001385702
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 9
- 0 vs. Q3 2021
- Portfolio value
- $505.1M
- +$25.3M (+5.3%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SKYChampion Homes, Inc. | Stock | 3,000,000 | $236.9M | 46.9% | 00.0% | Unchanged | History |
| AGYSAgilysys Inc | COM | 3,952,064 | $175.7M | 34.8% | 00.0% | Unchanged | History |
| CVECenovus Energy Inc. | COM | 2,164,855 | $26.6M | 5.3% | +2,164,855 | New | History |
| YTRAYatra Online, Inc. | ORD SHS | 11,434,913 | $19.8M | 3.9% | 00.0% | Unchanged | History |
| DRTTFDirtt Environmental Solutions Ltd | COM | 8,055,200 | $17.6M | 3.5% | −857,100−9.6% | Reduced | History |
| HTOOFusion Fuel Green PLC | CL A | 1,831,541 | $15.2M | 3.0% | +459,147+33.5% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 200,749 | $8.48M | 1.7% | 00.0% | Unchanged | History |
| MIMEMimecast Ltd | ORD SHS | 35,562 | $2.83M | 0.6% | −212,437−85.7% | Reduced | History |
| Fusion Fuel Green PLCG3R25D100 | *W EXP 07/01/202 | 1,042,118 | $2.03M | 0.4% | 00.0% | Unchanged | – |
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 | $26.7M | – |
Sold out since Q3 2021 (1)
Positions held at the end of Q3 2021 that are gone from this filing.