Investor
MAK CAPITAL ONE LLC
CIK 0001385702 · filed 2026-05-15 · SEC filing
13F book
$678.7M
Positions
21
7 new · 7 sold
Largest name
14.1%
Champion Homes, Inc. · SKY
Est. mark
−$128.2M
Price effect on 14 names still held. Flow −$10.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Champion Homes, Inc. | SKY | 1.28M | $95.4M | 14.1% | −$13M | Cut−$73.6M |
| Agilysys Inc | AGYS | 1.19M | $84.9M | 12.5% | −$56.9M | Held |
| Grupo Financiero Galicia S.A | — | 1.43M | $66.8M | 9.8% | −$9.71M | Added−$5.72M |
| Acadia Healthcare Company In | — | 2.43M | $56.9M | 8.4% | — | New |
| Autolus Therapeutics Plc | AUTL | 33.6M | $46.4M | 6.8% | −$18.3M | Added−$13.3M |
| Grupo Supervielle S.A. | SUPV | 4.25M | $40.1M | 5.9% | −$9.56M | Added−$7.2M |
| Coursera, Inc. | COUR | 5.62M | $32.7M | 4.8% | −$5.78M | Added$5.09M |
| Annexon, Inc. | ANNX | 4.72M | $26.2M | 3.9% | $1.54M | Added$11.3M |
| Standard Biotools Inc. | LAB | 26.2M | $24.1M | 3.5% | −$6.96M | Added−$628.3K |
| Comstock Inc. | LODE | 5.76M | $17.6M | 2.6% | — | New |
| ClearPoint Neuro, Inc. | CLPT | 1.9M | $17.3M | 2.5% | — | New |
| Udemy Inc | — | 3.66M | $16.9M | 2.5% | −$4.5M | Cut−$5.15M |
| Cenovus Energy Inc. | CVE | 536.8K | $14.2M | 2.1% | $5.16M | Held |
| Honest Co Inc | — | 4.78M | $14M | 2.1% | $1.27M | Added$4.94M |
| Yatra Online, Inc. | YTRA | 12.2M | $13.5M | 2.0% | −$8.15M | Held |
| Cryoport, Inc. | CYRX | 1.42M | $11.8M | 1.7% | −$1.58M | Added$272.1K |
| Perma-Fix Environmental Svcs | — | 918.7K | $9.82M | 1.4% | −$1.75M | Held |
| Protalix BioTherapeutics, Inc. | PLX | 3.54M | $7.69M | 1.1% | — | New |
| Uniqure Nv | — | 441.2K | $7.21M | 1.1% | — | New |
| Fiverr Intl Ltd | — | 80.5K | $806.4K | 0.1% | — | New |
| Sangamo Therapeutics, Inc | SGMOQ | 561.5K | $138.6K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.