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Mak Capital One LLC

SEC CIK
0001385702
Latest filing
Aug 14, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
10
+1 vs. Q2 2024
Portfolio value
$489.4M
+$71.5M (+17.1%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Mak Capital One LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SKYChampion Homes, Inc.Stock2,500,000$237.1M48.5%−500,000−16.7%ReducedHistory
AGYSAgilysys IncCOM1,192,730$130.0M26.6%00.0%UnchangedHistory
HSIIHeidrick & Struggles International IncCOM997,508$38.8M7.9%+4,100+0.4%AddedHistory
LOMALoma Negra Compania Industrial Argentina Sociedad AnonimaSPONSORED ADS2,656,857$21.4M4.4%+832,944+45.7%AddedHistory
YTRAYatra Online, Inc.ORD SHS12,170,301$20.8M4.2%00.0%UnchangedHistory
SUPVGrupo Supervielle S.A.SPONSORED ADR2,728,274$19.4M4.0%+673,693+32.8%AddedHistory
SBSWSibanye Stillwater LtdSPONSORED ADR3,161,866$13.0M2.7%+3,161,866NewHistory
IEIvanhoe Electric Inc.COM949,571$8.03M1.6%−831,301−46.7%ReducedHistory
HTOOFusion Fuel Green PLCCL A1,700,000$872.1K0.2%00.0%UnchangedHistory
Fusion Fuel Green PLCG3R25D100*W EXP 07/01/2021,042,118$59.4K<0.1%00.0%Unchanged–