Mak Capital One as of Dec. 31, 2020
Portfolio Holdings for Mak Capital One
Mak Capital One holds 14 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agilysys (AGYS) | 42.5 | $159M | 4.1M | 38.38 | |
| Skyline Corporation (SKY) | 27.9 | $104M | 3.4M | 30.94 | |
| Yatra Online Ord Shs (YTRA) | 5.9 | $22M | 11M | 1.93 | |
| Dirtt Environmental Solutions (DRTTF) | 5.5 | $21M | 8.3M | 2.47 | |
| Us Foods Hldg Corp call (USFD) | 5.2 | $19M | 582k | 33.31 | |
| Fusion Fuel Green Cl A (HTOO) | 3.2 | $12M | 645k | 18.43 | |
| Adt (ADT) | 2.8 | $10M | 1.3M | 7.85 | |
| Maxeon Solar Technologies Lt SHS (MAXN) | 2.1 | $8.0M | 281k | 28.37 | |
| Fusion Fuel Green *w Exp 07/01/202 (HTOOW) | 1.8 | $6.8M | 1.0M | 6.65 | |
| Canadian Natural Resources (CNQ) | 1.3 | $4.8M | 201k | 24.05 | |
| Recro Pharma (SCTL) | 0.6 | $2.4M | 850k | 2.85 | |
| Tufin Software Technologie SHS | 0.4 | $1.5M | 122k | 12.48 | |
| Immersion Corporation (IMMR) | 0.4 | $1.4M | 126k | 11.29 | |
| Amci Acquisition Corp *w Exp 05/20/202 | 0.3 | $1.1M | 328k | 3.38 |
