Mak Capital One as of Sept. 30, 2013
Portfolio Holdings for Mak Capital One
Mak Capital One holds 14 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agilysys (AGYS) | 18.8 | $84M | 7.1M | 11.92 | |
| Electronic Arts (EA) | 16.4 | $74M | 2.9M | 25.55 | |
| Zygo Corporation | 15.6 | $70M | 4.4M | 15.98 | |
| Ultra Petroleum | 11.5 | $52M | 2.5M | 20.57 | |
| Denbury Resources | 10.3 | $46M | 2.5M | 18.41 | |
| Orbotech Ltd Com Stk | 9.3 | $42M | 3.5M | 11.99 | |
| EQT Corporation (EQT) | 9.3 | $41M | 467k | 88.72 | |
| Advanced Micro Devices (AMD) | 2.2 | $10M | 2.6M | 3.81 | |
| Novagold Resources Inc Cad (NG) | 2.2 | $9.8M | 4.2M | 2.32 | |
| Newport Corporation | 2.1 | $9.6M | 612k | 15.63 | |
| Bridgepoint Education | 1.3 | $5.8M | 324k | 18.04 | |
| Aurico Gold | 0.6 | $2.5M | 659k | 3.81 | |
| Neurobiological Technologies | 0.1 | $574k | 5.2M | 0.11 | |
| Silver Standard Res | 0.1 | $474k | 77k | 6.15 |
