Mak Capital One as of June 30, 2014
Portfolio Holdings for Mak Capital One
Mak Capital One holds 11 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agilysys (AGYS) | 38.6 | $99M | 7.1M | 14.08 | |
| Southwestern Energy Company | 15.4 | $40M | 871k | 45.49 | |
| Ultra Petroleum | 12.2 | $31M | 1.2M | 26.69 | |
| Louisiana-Pacific Corporation (LPX) | 11.8 | $30M | 2.0M | 15.02 | |
| Interpublic Group of Companies (IPG) | 7.9 | $20M | 1.0M | 19.51 | |
| Orbotech Ltd Com Stk | 7.1 | $18M | 1.2M | 15.18 | |
| H&R Block (HRB) | 2.7 | $6.9M | 206k | 33.52 | |
| Newport Corporation | 2.1 | $5.4M | 294k | 18.50 | |
| Regis Corporation | 1.5 | $3.8M | 269k | 14.08 | |
| West Marine | 0.5 | $1.4M | 133k | 10.26 | |
| Senomyx | 0.3 | $677k | 78k | 8.64 |
