Mak Capital One LLC
- SEC CIK
- 0001385702
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 9
- −1 vs. Q1 2023
- Portfolio value
- $527.5M
- −$108.0M (−17.0%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AGYSAgilysys Inc | COM | 3,795,915 | $260.6M | 49.4% | 00.0% | Unchanged | History |
| SKYChampion Homes, Inc. | Stock | 3,000,000 | $196.3M | 37.2% | 00.0% | Unchanged | History |
| CVECenovus Energy Inc. | COM | 1,730,193 | $29.4M | 5.6% | −956,987−35.6% | Reduced | History |
| YTRAYatra Online, Inc. | ORD SHS | 12,170,301 | $24.1M | 4.6% | 00.0% | Unchanged | History |
| IEIvanhoe Electric Inc. | COM | 704,300 | $9.18M | 1.7% | +608,482+635.0% | Added | History |
| HTOOFusion Fuel Green PLC | CL A | 2,071,732 | $5.30M | 1.0% | 00.0% | Unchanged | History |
| GNSSGenasys Inc. | COM | 527,988 | $1.37M | 0.3% | +6,500+1.2% | Added | History |
| DRTTFDirtt Environmental Solutions Ltd | COM | 3,723,921 | $1.01M | 0.2% | −1,591,946−29.9% | Reduced | History |
| Fusion Fuel Green PLCG3R25D100 | *W EXP 07/01/202 | 1,042,118 | $302.2K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.