Mak Capital One LLC
- SEC CIK
- 0001385702
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 11
- +2 vs. Q2 2023
- Portfolio value
- $539.5M
- +$12.0M (+2.3%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AGYSAgilysys Inc | COM | 3,795,915 | $251.1M | 46.5% | 00.0% | Unchanged | History |
| SKYChampion Homes, Inc. | Stock | 3,000,000 | $191.2M | 35.4% | 00.0% | Unchanged | History |
| CVECenovus Energy Inc. | COM | 1,730,193 | $36.0M | 6.7% | 00.0% | Unchanged | History |
| YTRAYatra Online, Inc. | ORD SHS | 12,170,301 | $24.5M | 4.5% | 00.0% | Unchanged | History |
| UPWKUpwork, Inc | COM | 1,366,929 | $15.5M | 2.9% | +1,366,929 | New | History |
| IEIvanhoe Electric Inc. | COM | 990,085 | $11.8M | 2.2% | +285,785+40.6% | Added | History |
| PTONPeloton Interactive, Inc. | CL A COM | 976,704 | $4.93M | 0.9% | +976,704 | New | History |
| HTOOFusion Fuel Green PLC | CL A | 2,000,000 | $1.83M | 0.3% | −71,732−3.5% | Reduced | History |
| DRTTFDirtt Environmental Solutions Ltd | COM | 3,383,421 | $1.36M | 0.3% | −340,500−9.1% | Reduced | History |
| GNSSGenasys Inc. | COM | 628,809 | $1.26M | 0.2% | +100,821+19.1% | Added | History |
| Fusion Fuel Green PLCG3R25D100 | *W EXP 07/01/202 | 1,042,118 | $46.9K | <0.1% | 00.0% | Unchanged | – |