Mak Capital One as of June 30, 2025
Portfolio Holdings for Mak Capital One
Mak Capital One holds 14 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Skyline Corporation (SKY) | 35.9 | $250M | 4.0M | 62.61 | |
| Agilysys (AGYS) | 25.0 | $174M | 1.5M | 114.64 | |
| Heidrick & Struggles International (HSII) | 7.9 | $55M | 1.2M | 45.76 | |
| Intel Corporation (INTC) | 5.9 | $42M | 1.9M | 22.40 | |
| Autolus Therapeutics Spons Ads (AUTL) | 5.5 | $39M | 17M | 2.28 | |
| Grupo Supervielle Sponsored Adr (SUPV) | 4.4 | $31M | 2.9M | 10.59 | |
| Icon SHS (ICLR) | 3.8 | $27M | 184k | 145.45 | |
| Loma Negra C I A S A Mtn 14 Sponsored Adr (LOMA) | 3.4 | $24M | 2.2M | 10.97 | |
| Cabot Oil & Gas Corporation (CTRA) | 3.3 | $23M | 900k | 25.38 | |
| Yatra Online Ord Shs (YTRA) | 1.7 | $12M | 12M | 0.97 | |
| PROS Holdings (PRO) | 1.5 | $10M | 665k | 15.66 | |
| D Fluidigm Corp Del (LAB) | 1.0 | $6.7M | 5.6M | 1.20 | |
| PDF Solutions (PDFS) | 0.5 | $3.4M | 160k | 21.38 | |
| Perma-fix Environmental Svcs Com New (PESI) | 0.1 | $974k | 93k | 10.52 |
