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Mak Capital One LLC

SEC CIK
0001385702
Latest filing
Aug 14, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
9
−1 vs. Q1 2024
Portfolio value
$417.8M
−$86.5M (−17.2%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of Mak Capital One LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SKYChampion Homes, Inc.Stock3,000,000$203.3M48.6%00.0%UnchangedHistory
AGYSAgilysys IncCOM1,192,730$124.2M29.7%−867,728−42.1%ReducedHistory
HSIIHeidrick & Struggles International IncCOM993,408$31.4M7.5%+258,583+35.2%AddedHistory
IEIvanhoe Electric Inc.COM1,780,872$16.7M4.0%+316,903+21.6%AddedHistory
YTRAYatra Online, Inc.ORD SHS12,170,301$14.5M3.5%00.0%UnchangedHistory
SUPVGrupo Supervielle S.A.SPONSORED ADR2,054,581$13.9M3.3%+561,720+37.6%AddedHistory
LOMALoma Negra Compania Industrial Argentina Sociedad AnonimaSPONSORED ADS1,823,913$12.3M3.0%+1,103,515+153.2%AddedHistory
HTOOFusion Fuel Green PLCCL A1,700,000$1.50M0.4%00.0%UnchangedHistory
Fusion Fuel Green PLCG3R25D100*W EXP 07/01/2021,042,118$57.3K<0.1%00.0%Unchanged–

Sold out since Q1 2024 (1)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Mak Capital One LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
IRSIrsa Investments & Representations IncGLOBL DEP RCPT98,416$921.2K0.2%History