MAK Capital One as of June 30, 2012
Portfolio Holdings for MAK Capital One
MAK Capital One holds 18 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mosaic Company | 15.2 | $93M | 1.7M | 54.76 | |
| Charles Schwab Corporation (SCHW) | 15.1 | $93M | 7.2M | 12.93 | |
| Fidelity National Financial | 13.1 | $81M | 4.2M | 19.26 | |
| Zygo Corporation | 11.6 | $71M | 4.0M | 17.86 | |
| Research In Motion | 10.4 | $64M | 8.6M | 7.39 | |
| Agilysys (AGYS) | 10.0 | $61M | 7.1M | 8.67 | |
| Electronic Arts (EA) | 6.8 | $42M | 3.4M | 12.35 | |
| Ceradyne | 5.0 | $31M | 1.2M | 25.63 | |
| Orbotech Ltd Com Stk | 4.8 | $29M | 3.8M | 7.62 | |
| MGIC Investment (MTG) | 1.8 | $11M | 3.8M | 2.88 | |
| EQT Corporation (EQT) | 1.5 | $9.0M | 168k | 53.63 | |
| Compuware Corporation | 1.2 | $7.5M | 803k | 9.30 | |
| Lindsay Corporation (LNN) | 1.1 | $6.8M | 105k | 64.90 | |
| Stewart Enterprises | 0.9 | $5.4M | 352k | 15.35 | |
| Newpark Resources (NR) | 0.6 | $3.8M | 646k | 5.90 | |
| Sierra Wireless | 0.4 | $2.5M | 273k | 9.03 | |
| Chemtura Corporation | 0.3 | $2.1M | 144k | 14.50 | |
| Neurobiological Technologies | 0.2 | $1.3M | 5.2M | 0.25 |
