13F HOLDINGS REPORT
MAK CAPITAL ONE LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001013594-25-000675
Total Value
$588.8M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHAMPION HOMES INC | SKY | 2,500,000 | $236.9M | 40.24% |
| 2 | CHAMPION HOMES INC | SKY | 1,000,000 | $94.8M | 16.10% |
| 3 | AGILYSYS INC | AGYS | 1,192,730 | $86.5M | 14.70% |
| 4 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 997,508 | $42.7M | 7.26% |
| 5 | GRUPO SUPERVIELLE S.A. | SUPV | 2,728,274 | $35.6M | 6.05% |
| 6 | COTERRA ENERGY INC | CTRA | 1,042,259 | $30.1M | 5.12% |
| 7 | LOMA NEGRA C I A S A MTN 14 | 54150E104 | 2,352,634 | $25.9M | 4.39% |
| 8 | AGILYSYS INC | AGYS | 327,600 | $23.8M | 4.04% |
| 9 | YATRA ONLINE INC | YTRA | 12,170,301 | $9.5M | 1.61% |
| 10 | STANDARD BIOTOOLS INC | LAB | 2,774,721 | $3.0M | 0.51% |