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 |
