Mak Capital One as of Sept. 30, 2014
Portfolio Holdings for Mak Capital One
Mak Capital One holds 7 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agilysys (AGYS) | 54.0 | $83M | 7.1M | 11.73 | |
| Louisiana-Pacific Corporation (LPX) | 25.1 | $39M | 2.8M | 13.59 | |
| Masco Corporation (MAS) | 11.6 | $18M | 745k | 23.92 | |
| Starz - Liberty Capital | 4.6 | $7.0M | 212k | 33.08 | |
| Violin Memory | 2.5 | $3.8M | 781k | 4.87 | |
| Gigamon | 1.4 | $2.1M | 204k | 10.47 | |
| Chemtura Corporation | 0.9 | $1.4M | 59k | 23.32 |
