Mak Capital One as of Sept. 30, 2015
Portfolio Holdings for Mak Capital One
Mak Capital One holds 7 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agilysys (AGYS) | 66.4 | $79M | 7.1M | 11.12 | |
| Louisiana-Pacific Corporation (LPX) | 16.1 | $19M | 1.3M | 14.24 | |
| Masco Corporation (MAS) | 6.3 | $7.5M | 297k | 25.18 | |
| Seaspine Holdings | 6.0 | $7.1M | 437k | 16.20 | |
| Lumber Liquidators Holdings (LLFLQ) | 3.0 | $3.5M | 270k | 13.14 | |
| Topbuild (BLD) | 2.1 | $2.5M | 81k | 30.97 | |
| Firstservice Corp Sub Vtg Sh | 0.0 | $2.0k | 62.00 | 32.26 |
