Mak Capital One as of March 31, 2022
Portfolio Holdings for Mak Capital One
Mak Capital One holds 12 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Skyline Corporation (SKY) | 34.5 | $165M | 3.0M | 54.88 | |
| Agilysys (AGYS) | 33.0 | $158M | 4.0M | 39.88 | |
| Cenovus Energy (CVE) | 8.9 | $43M | 2.6M | 16.68 | |
| Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT) | 5.0 | $24M | 180k | 132.08 | |
| Yatra Online Ord Shs (YTRA) | 4.7 | $23M | 11M | 1.98 | |
| Us Foods Hldg Corp call (USFD) | 4.3 | $21M | 550k | 37.63 | |
| Fusion Fuel Green Cl A (HTOO) | 3.7 | $18M | 2.0M | 8.67 | |
| Canadian Natural Resources (CNQ) | 2.6 | $12M | 201k | 61.98 | |
| Dirtt Environmental Solutions (DRTTF) | 2.2 | $10M | 7.6M | 1.36 | |
| Fusion Fuel Green *w Exp 07/01/202 (HTOOW) | 0.6 | $2.6M | 1.0M | 2.54 | |
| Itron (ITRI) | 0.3 | $1.6M | 30k | 52.67 | |
| Genasys (GNSS) | 0.3 | $1.3M | 480k | 2.75 |
