MAK Capital One

Latest statistics and disclosures from Mak Capital One's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SKY, AGYS, HSII, AUTL, PRO, and represent 86.50% of Mak Capital One's stock portfolio.
  • Added to shares of these 9 stocks: PRO (+$17M), AUTL (+$15M), LAB (+$13M), DAWN (+$10M), CYRX (+$7.8M), PESI (+$7.3M), SUPV (+$5.3M), SMRT, HSII.
  • Started 3 new stock positions in DAWN, SMRT, CYRX.
  • Reduced shares in these 6 stocks: INTC (-$42M), SKY (-$38M), , LOMA (-$24M), CTRA (-$23M), PDFS.
  • Sold out of its positions in CTRA, INTC, LOMA, PDFS, ICLR.
  • Mak Capital One was a net seller of stock by $-77M.
  • Mak Capital One has $650M in assets under management (AUM), dropping by -6.86%.
  • Central Index Key (CIK): 0001385702

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Portfolio Holdings for Mak Capital One

Mak Capital One holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Skyline Corporation (SKY) 41.1 $267M -12% 3.5M 76.37
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Agilysys (AGYS) 24.6 $160M 1.5M 105.25
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Heidrick & Struggles International (HSII) 9.3 $60M 1.2M 49.77
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Autolus Therapeutics Spon Ads (AUTL) 6.5 $42M +53% 26M 1.63
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PROS Holdings (PRO) 5.0 $32M +112% 1.4M 22.91
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D Fluidigm Corp Del (LAB) 3.2 $21M +184% 16M 1.30
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Grupo Supervielle Sponsored Adr (SUPV) 3.0 $20M +36% 4.0M 4.95
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Yatra Online Ord Shs (YTRA) 2.6 $17M 12M 1.40
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Day One Biopharmaceuticals I (DAWN) 1.6 $10M NEW 1.4M 7.05
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Perma-fix Environmental Svcs Com New (PESI) 1.3 $8.2M +780% 816k 10.10
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Cryoport Com Par $0.001 (CYRX) 1.2 $7.8M NEW 818k 9.48
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Smartrent Com Cl A (SMRT) 0.6 $4.0M NEW 2.9M 1.41
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Past Filings by Mak Capital One

SEC 13F filings are viewable for Mak Capital One going back to 2010

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