Mak Capital One LLC
- SEC CIK
- 0001385702
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 14
- +6 vs. Q1 2025
- Portfolio value
- $566.7M
- +$96.5M (+20.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SKYChampion Homes, Inc. | Stock | 2,500,000 | $156.5M | 27.6% | 00.0% | Unchanged | History |
| AGYSAgilysys Inc | COM | 1,192,730 | $136.7M | 24.1% | 00.0% | Unchanged | History |
| HSIIHeidrick & Struggles International Inc | COM | 1,211,498 | $55.4M | 9.8% | +213,990+21.5% | Added | History |
| INTCIntel Corp | Stock | 1,853,800 | $41.5M | 7.3% | +1,853,800 | New | History |
| AUTLAutolus Therapeutics plc | SPON ADS | 16,955,098 | $38.7M | 6.8% | +16,955,098 | New | History |
| SUPVGrupo Supervielle S.A. | SPONSORED ADR | 2,925,268 | $31.0M | 5.5% | +196,994+7.2% | Added | History |
| ICLRIcon PLC | COM | 184,087 | $26.8M | 4.7% | +184,087 | New | History |
| LOMALoma Negra Compania Industrial Argentina Sociedad Anonima | SPONSORED ADS | 2,175,152 | $23.9M | 4.2% | −177,482−7.5% | Reduced | History |
| CTRACoterra Energy Inc. | Stock | 900,000 | $22.8M | 4.0% | −142,259−13.6% | Reduced | History |
| YTRAYatra Online, Inc. | ORD SHS | 12,170,301 | $11.9M | 2.1% | 00.0% | Unchanged | History |
| PROPROS Holdings, Inc. | COM | 665,383 | $10.4M | 1.8% | +665,383 | New | History |
| LABStandard Biotools Inc. | COM | 5,597,422 | $6.72M | 1.2% | +2,822,701+101.7% | Added | History |
| PDFSPDF Solutions Inc | COM | 160,020 | $3.42M | 0.6% | +160,020 | New | History |
| PESIPerma Fix Environmental Services Inc | COM NEW | 92,610 | $974.3K | 0.2% | +92,610 | New | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.