13F HOLDINGS REPORT
MAK CAPITAL ONE LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001013594-25-001034
Total Value
$698.2M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHAMPION HOMES INC | SKY | 2,500,000 | $156.5M | 22.42% |
| 2 | AGILYSYS INC | AGYS | 1,192,730 | $136.7M | 19.58% |
| 3 | CHAMPION HOMES INC | SKY | 1,500,000 | $93.9M | 13.45% |
| 4 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 1,211,498 | $55.4M | 7.94% |
| 5 | INTEL CORP | INTC | 1,853,800 | $41.5M | 5.95% |
| 6 | AUTOLUS THERAPEUTICS PLC | AUTL | 16,955,098 | $38.7M | 5.54% |
| 7 | AGILYSYS INC | AGYS | 327,600 | $37.6M | 5.38% |
| 8 | GRUPO SUPERVIELLE S.A. | SUPV | 2,925,268 | $31.0M | 4.44% |
| 9 | ICON PLC | ICLR | 184,087 | $26.8M | 3.83% |
| 10 | LOMA NEGRA C I A S A MTN 14 | 54150E104 | 2,175,152 | $23.9M | 3.42% |
| 11 | COTERRA ENERGY INC | CTRA | 900,000 | $22.8M | 3.27% |
| 12 | YATRA ONLINE INC | YTRA | 12,170,301 | $11.9M | 1.70% |
| 13 | PROS HOLDINGS INC | 74346Y103 | 665,383 | $10.4M | 1.49% |
| 14 | STANDARD BIOTOOLS INC | LAB | 5,597,422 | $6.7M | 0.96% |
| 15 | PDF SOLUTIONS INC | PDFS | 160,020 | $3.4M | 0.49% |
| 16 | PERMA-FIX ENVIRONMENTAL SVCS | 714157203 | 92,610 | $974,257 | 0.14% |