Mak Capital One as of Dec. 31, 2013
Portfolio Holdings for Mak Capital One
Mak Capital One holds 13 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agilysys (AGYS) | 34.6 | $98M | 7.1M | 13.92 | |
| Zygo Corporation | 22.8 | $65M | 4.4M | 14.78 | |
| Orbotech Ltd Com Stk | 10.5 | $30M | 2.2M | 13.52 | |
| Denbury Resources | 6.5 | $18M | 1.1M | 16.43 | |
| Veeco Instruments (VECO) | 4.1 | $12M | 355k | 32.91 | |
| Ultra Petroleum | 4.0 | $11M | 523k | 21.65 | |
| West Marine | 3.5 | $10M | 709k | 14.23 | |
| Newport Corporation | 3.4 | $9.7M | 536k | 18.07 | |
| EQT Corporation (EQT) | 2.8 | $7.8M | 87k | 89.78 | |
| McDermott International | 2.1 | $5.8M | 638k | 9.16 | |
| Electronic Arts (EA) | 2.0 | $5.7M | 250k | 22.94 | |
| Silver Standard Res | 2.0 | $5.7M | 815k | 6.96 | |
| Owens Corning (OC) | 1.8 | $5.0M | 124k | 40.72 |
