Mak Capital One as of March 31, 2014
Portfolio Holdings for Mak Capital One
Mak Capital One holds 19 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agilysys (AGYS) | 20.3 | $95M | 7.1M | 13.40 | |
| Zygo Corporation | 14.2 | $66M | 4.4M | 15.19 | |
| Owens Corning (OC) | 8.9 | $42M | 962k | 43.17 | |
| Southwestern Energy Company (SWN) | 8.2 | $38M | 834k | 46.01 | |
| Orbotech Ltd Com Stk | 6.6 | $31M | 2.0M | 15.39 | |
| Veeco Instruments (VECO) | 6.0 | $28M | 665k | 41.93 | |
| Ultra Petroleum | 5.8 | $27M | 1.0M | 26.89 | |
| Louisiana-Pacific Corporation (LPX) | 5.3 | $25M | 1.5M | 16.87 | |
| ACCRETIVE Health | 4.3 | $20M | 2.5M | 8.00 | |
| McDermott International | 3.7 | $17M | 2.2M | 7.82 | |
| Silver Standard Res | 2.5 | $12M | 1.2M | 9.93 | |
| Newport Corporation | 2.4 | $11M | 536k | 20.68 | |
| Aurico Gold | 2.3 | $11M | 2.5M | 4.35 | |
| Agnico (AEM) | 2.2 | $11M | 347k | 30.25 | |
| Regis Corporation | 2.2 | $10M | 746k | 13.70 | |
| EQT Corporation (EQT) | 1.8 | $8.6M | 88k | 96.97 | |
| West Marine | 1.4 | $6.5M | 574k | 11.37 | |
| SELECT INCOME REIT COM SH BEN int | 1.0 | $4.7M | 154k | 30.27 | |
| Senomyx | 0.8 | $3.8M | 357k | 10.67 |
