Mak Capital One LLC
- SEC CIK
- 0001385702
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 12
- +1 vs. Q1 2022
- Portfolio value
- $486.8M
- +$32.8M (+7.2%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AGYSAgilysys Inc | COM | 3,952,064 | $186.8M | 38.4% | 00.0% | Unchanged | History |
| SKYChampion Homes, Inc. | Stock | 3,000,000 | $142.3M | 29.2% | 00.0% | Unchanged | History |
| CVECenovus Energy Inc. | COM | 3,484,486 | $66.2M | 13.6% | +932,131+36.5% | Added | History |
| YTRAYatra Online, Inc. | ORD SHS | 12,115,879 | $27.3M | 5.6% | +680,966+6.0% | Added | History |
| USFDUS Foods Holding Corp. | COM | 783,905 | $24.1M | 4.9% | +233,568+42.4% | Added | History |
| HTOOFusion Fuel Green PLC | CL A | 2,071,732 | $13.5M | 2.8% | +49,276+2.4% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 200,749 | $10.8M | 2.2% | 00.0% | Unchanged | History |
| DRTTFDirtt Environmental Solutions Ltd | COM | 6,573,824 | $7.10M | 1.5% | −1,012,229−13.3% | Reduced | History |
| KALKalera Public Ltd Co | ORDINARY SHARES | 677,785 | $4.00M | 0.8% | +677,785 | New | History |
| GNSSGenasys Inc. | COM | 591,092 | $1.92M | 0.4% | +111,262+23.2% | Added | History |
| Fusion Fuel Green PLCG3R25D100 | *W EXP 07/01/202 | 1,042,118 | $1.50M | 0.3% | 00.0% | Unchanged | – |
| EROEro Copper Corp. | COM | 159,800 | $1.35M | 0.3% | +159,800 | 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 | $20.7M | – |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.