Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MAK CAPITAL ONE LLC (CIK 1385702) reported $678.7M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SKY ($169.7M, 25.01%), AGYS ($84.9M, 12.50%), GGAL ($66.8M, 9.84%), ACHC ($56.9M, 8.38%), AUTL ($46.4M, 6.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SKY | CHAMPION HOMES INC | $169.7M | 25.01% | 2.3M | Trimmed |
| 2 | AGYS | AGILYSYS INC | $84.9M | 12.50% | 1.2M | Trimmed |
| 3 | GGAL | GRUPO FINANCIERO GALICIA S.A | $66.8M | 9.84% | 1.4M | Added |
| 4 | ACHC | ACADIA HEALTHCARE COMPANY IN | $56.9M | 8.38% | 2.4M | New |
| 5 | AUTL | AUTOLUS THERAPEUTICS LTD | $46.4M | 6.84% | 33.6M | Added |
| 6 | SUPV | GRUPO SUPERVIELLE S.A. | $40.1M | 5.91% | 4.2M | Added |
| 7 | COUR | COURSERA INC | $32.7M | 4.82% | 5.6M | Added |
| 8 | ANNX | ANNEXON INC | $26.2M | 3.86% | 4.7M | Added |
| 9 | LAB | STANDARD BIOTOOLS INC | $24.1M | 3.55% | 26.2M | Added |
| 10 | LODE | COMSTOCK INC | $17.6M | 2.59% | 5.8M | New |
| 11 | CLPT | CLEARPOINT NEURO INC | $17.3M | 2.55% | 1.9M | New |
| 12 | UDMY | UDEMY INC | $16.9M | 2.49% | 3.7M | Trimmed |
| 13 | CVE | CENOVUS ENERGY INC | $14.2M | 2.10% | 536,832 | Hold |
| 14 | HNST | HONEST CO INC | $14.0M | 2.07% | 4.8M | Added |
| 15 | YTRA | YATRA ONLINE INC | $13.5M | 1.99% | 12.2M | Hold |
| 16 | CYRX | CRYOPORT INC | $11.8M | 1.74% | 1.4M | Added |
| 17 | PESI | PERMA-FIX ENVIRONMENTAL SVCS | $9.8M | 1.45% | 918,673 | Hold |
| 18 | PLX | PROTALIX BIOTHERAPEUTICS INC | $7.7M | 1.13% | 3.5M | New |
| 19 | QURE | UNIQURE NV | $7.2M | 1.06% | 441,205 | New |
| 20 | FVRR | FIVERR INTL LTD | $806,400 | 0.12% | 80,479 | New |
| 21 | SGMO | SANGAMO THERAPEUTICS INC | $138,644 | 0.02% | 561,538 | New |
| 22 | DAWN | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | Exited |
| 23 | DAVA | ENDAVA PLC | $0 | 0.00% | 0 | Exited |
| 24 | MITK | MITEK SYS INC | $0 | 0.00% | 0 | Exited |
| 25 | QCOM | QUALCOMM INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31