MAK CAPITAL ONE LLC — 13F Holdings & Portfolio
CIK 1385702 · latest 13F-HR filed 2026-05-15
MAK CAPITAL ONE LLC manages $678.7M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SKY (14.05%), AGYS (12.50%), SKY (10.96%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 7, added to 4, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$678.7M
Long-equity book
22
Distinct positions
2026-03-31
Filed 2026-05-15
+7 / −7 / ↑4 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ANNEXON INC$11.3M +76.2%
- CENOVUS ENERGY INC$5.2M +56.8%
- COURSERA INC$5.1M +18.4%
- HONEST CO INC$4.9M +54.2%
Top Trims
- CHAMPION HOMES INC-$73.6M -43.6%
- AGILYSYS INC-$56.9M -40.1%
- AUTOLUS THERAPEUTICS LTD-$13.3M -22.3%
- YATRA ONLINE INC-$8.2M -37.6%
- GRUPO SUPERVIELLE S.A.-$7.2M -15.2%
New Positions
- ACADIA HEALTHCARE COMPANY IN$56.9M
- COMSTOCK INC$17.6M
- CLEARPOINT NEURO INC$17.3M
- PROTALIX BIOTHERAPEUTICS INC$7.7M
- UNIQURE NV$7.2M
Exited Positions
- QUALCOMM INC$67.4M
- TALKSPACE INC$8.0M
- DAY ONE BIOPHARMACEUTICALS I$7.7M
- SMARTRENT INC$7.2M
- MITEK SYS INC$6.7M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CHAMPION HOMES INC | SKY | 830830105 | $95.4M | 14.05% | 1,282,374 | SH |
| 2 | AGILYSYS INC | AGYS | 00847J105 | $84.9M | 12.50% | 1,192,730 | SH |
| 3 | CHAMPION HOMES INC Put | SKY | 830830105 | $74.4M | 10.96% | 1,000,000 | SH |
| 4 | GRUPO FINANCIERO GALICIA S.A | GGAL | 399909100 | $66.8M | 9.84% | 1,429,075 | SH |
| 5 | ACADIA HEALTHCARE COMPANY IN | ACHC | 00404A109 | $56.9M | 8.38% | 2,432,962 | SH |
| 6 | AUTOLUS THERAPEUTICS LTD | AUTL | 05280R100 | $46.4M | 6.84% | 33,621,487 | SH |
| 7 | GRUPO SUPERVIELLE S.A. | SUPV | 40054A108 | $40.1M | 5.91% | 4,250,000 | SH |
| 8 | COURSERA INC | COUR | 22266M104 | $32.7M | 4.82% | 5,618,749 | SH |
| 9 | ANNEXON INC | ANNX | 03589W102 | $26.2M | 3.86% | 4,724,043 | SH |
| 10 | STANDARD BIOTOOLS INC | LAB | 34385P108 | $24.1M | 3.55% | 26,172,626 | SH |
| 11 | COMSTOCK INC | LODE | 205750409 | $17.6M | 2.59% | 5,763,729 | SH |
| 12 | CLEARPOINT NEURO INC | CLPT | 18507C103 | $17.3M | 2.55% | 1,901,489 | SH |
| 13 | UDEMY INC | UDMY | 902685106 | $16.9M | 2.49% | 3,658,520 | SH |
| 14 | CENOVUS ENERGY INC | CVE | 15135U109 | $14.2M | 2.10% | 536,832 | SH |
| 15 | HONEST CO INC | HNST | 438333106 | $14.0M | 2.07% | 4,776,088 | SH |
| 16 | YATRA ONLINE INC | YTRA | G98338109 | $13.5M | 1.99% | 12,170,301 | SH |
| 17 | CRYOPORT INC | CYRX | 229050307 | $11.8M | 1.74% | 1,423,265 | SH |
| 18 | PERMA-FIX ENVIRONMENTAL SVCS | PESI | 714157203 | $9.8M | 1.45% | 918,673 | SH |
| 19 | PROTALIX BIOTHERAPEUTICS INC | PLX | 74365A309 | $7.7M | 1.13% | 3,544,139 | SH |
| 20 | UNIQURE NV | QURE | N90064101 | $7.2M | 1.06% | 441,205 | SH |
| 21 | FIVERR INTL LTD | FVRR | M4R82T106 | $806.4K | 0.12% | 80,479 | SH |
| 22 | SANGAMO THERAPEUTICS INC | SGMO | 800677106 | $138.6K | 0.02% | 561,538 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $678.7M | 22 | 0001013594-26-000603 |
| 2025-12-31 | 2026-02-17 | $908.8M | 23 | 0001013594-26-000253 |
| 2025-09-30 | 2025-11-14 | $650.3M | 14 | 0001013594-25-001426 |