13F HOLDINGS REPORT
MAK CAPITAL ONE LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001013594-26-000253
Total Value
$908.8M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHAMPION HOMES INC | SKY | 2,000,000 | $169.0M | 18.60% |
| 2 | AGILYSYS INC | AGYS | 1,192,730 | $141.7M | 15.60% |
| 3 | CHAMPION HOMES INC | SKY | 1,500,000 | $126.8M | 13.95% |
| 4 | GRUPO FINANCIERO GALICIA S.A | GGAL | 1,343,488 | $72.5M | 7.97% |
| 5 | QUALCOMM INC | QCOM | 394,012 | $67.4M | 7.42% |
| 6 | AUTOLUS THERAPEUTICS PLC | AUTL | 30,005,343 | $59.7M | 6.57% |
| 7 | GRUPO SUPERVIELLE S.A. | SUPV | 4,000,000 | $47.3M | 5.20% |
| 8 | AGILYSYS INC | AGYS | 327,600 | $38.9M | 4.28% |
| 9 | COURSERA INC | COUR | 3,751,368 | $27.6M | 3.04% |
| 10 | STANDARD BIOTOOLS INC | LAB | 19,288,158 | $24.7M | 2.72% |
| 11 | UDEMY INC | UDMY | 3,769,762 | $22.1M | 2.43% |
| 12 | YATRA ONLINE INC | YTRA | 12,170,301 | $21.7M | 2.38% |
| 13 | ANNEXON INC | ANNX | 2,958,527 | $14.9M | 1.63% |
| 14 | PERMA-FIX ENVIRONMENTAL SVCS | 714157203 | 918,673 | $11.6M | 1.27% |
| 15 | CRYOPORT INC | CYRX | 1,199,225 | $11.5M | 1.27% |
| 16 | HONEST CO INC | HNST | 3,528,704 | $9.1M | 1.00% |
| 17 | CENOVUS ENERGY INC | CVE | 536,832 | $9.1M | 1.00% |
| 18 | TALKSPACE INC | TALKW | 2,215,336 | $8.0M | 0.88% |
| 19 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 826,205 | $7.7M | 0.85% |
| 20 | SMARTRENT INC | SMRT | 3,577,973 | $7.2M | 0.80% |
| 21 | MITEK SYS INC | MITK | 634,099 | $6.7M | 0.74% |
| 22 | VISHAY PRECISION GROUP INC | VPG | 51,226 | $2.0M | 0.22% |
| 23 | ENDAVA PLC | DAVA | 283,076 | $1.8M | 0.20% |