MAK Capital One

MAK Capital One as of Sept. 30, 2012

Portfolio Holdings for MAK Capital One

MAK Capital One holds 16 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mosaic Company 13.1 $95M 1.6M 57.61
Fidelity National Financial 11.9 $86M 4.0M 21.39
Zygo Corporation 10.1 $73M 4.0M 18.29
Electronic Arts (EA) 9.1 $66M 5.2M 12.69
Charles Schwab Corporation (SCHW) 8.8 $63M 5.0M 12.79
Agilysys (AGYS) 8.4 $61M 7.1M 8.60
Canadian Natural Resources (CNQ) 6.2 $45M 1.5M 30.79
Compuware Corporation 5.8 $42M 4.2M 9.89
Stillwater Mining Company 5.6 $41M 3.5M 11.79
Ceradyne 5.2 $38M 1.5M 24.43
EQT Corporation (EQT) 5.2 $38M 635k 59.00
Orbotech Ltd Com Stk 5.0 $36M 4.2M 8.57
Agnico (AEM) 2.9 $21M 400k 51.88
Novagold Resources Inc Cad (NG) 1.6 $12M 2.1M 5.60
Lindsay Corporation (LNN) 1.1 $7.6M 105k 71.97
Neurobiological Technologies 0.1 $1.0M 5.2M 0.20