Mak Capital One as of Sept. 30, 2020
Portfolio Holdings for Mak Capital One
Mak Capital One holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agilysys (AGYS) | 42.0 | $100M | 4.1M | 24.16 | |
| Skyline Corporation (SKY) | 37.9 | $90M | 3.4M | 26.77 | |
| Dirtt Environmental Solutions (DRTTF) | 5.5 | $13M | 8.3M | 1.58 | |
| Us Foods Hldg Corp call (USFD) | 4.4 | $10M | 466k | 22.22 | |
| Canadian Natural Resources (CNQ) | 3.2 | $7.6M | 477k | 16.01 | |
| Yatra Online Ord Shs (YTRA) | 2.5 | $5.9M | 7.8M | 0.75 | |
| Hl Acquisitions Corp SHS | 1.4 | $3.4M | 301k | 11.14 | |
| Maxeon Solar Technologies Lt SHS (MAXN) | 1.0 | $2.3M | 139k | 16.96 | |
| Hl Acquisitions Corp Right 07/17/2023 | 0.9 | $2.1M | 2.0M | 1.05 | |
| Hl Acquisitions Corp *w Exp 06/21/202 | 0.7 | $1.6M | 792k | 2.07 | |
| Recro Pharma | 0.6 | $1.5M | 711k | 2.10 |
