Mak Capital One LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 8Value: $265.3MLatest: 2025Q1

MAK CAPITAL ONE LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 8 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LOMA",
  "LAB",
  "YTRA",
  "SUPV",
  "AGYS",
  "HSII",
  "SKY",
  "CTRA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 8
Total Value: 265332726
Accession Number: 0001013594-25-000675
Form Type: 13F-HR
CIK: mak-capital-one
Manager Name: Mak-Capital-One

Data Enrichment

100% identified

8 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

8 positions • $265.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Sort by:

Champion Homes, Inc.

SKY|830830105

Shares:1.0M

Value:$94.8M

% of Portfolio:35.7% ($94.8M/$265.3M)

HEIDRICK & STRUGGLES INTERNATIONAL INC

HSII|422819102

Shares:997.5K

Value:$42.7M

% of Portfolio:16.1% ($42.7M/$265.3M)

Grupo Supervielle S.A.

SUPV|40054A108

Shares:2.7M

Value:$35.6M

% of Portfolio:13.4% ($35.6M/$265.3M)

Coterra Energy Inc.

CTRA|127097103

Shares:1.0M

Value:$30.1M

% of Portfolio:11.4% ($30.1M/$265.3M)

Loma Negra Compania Industrial Argentina Sociedad Anonima

LOMA|54150E104

Shares:2.4M

Value:$25.9M

% of Portfolio:9.7% ($25.9M/$265.3M)

AGILYSYS INC

AGYS|00847J105

Shares:327.6K

Value:$23.8M

% of Portfolio:9.0% ($23.8M/$265.3M)

Yatra Online, Inc.

YTRA|G98338109

Shares:12.2M

Value:$9.5M

% of Portfolio:3.6% ($9.5M/$265.3M)

STANDARD BIOTOOLS INC.

LAB|34385P108

Shares:2.8M

Value:$3.0M

% of Portfolio:1.1% ($3.0M/$265.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Champion Homes, Inc.(SKYcusip830830105)	1.0M	QoQ 0.00% (+0) YoY -66.66% (-2.0M)	All Managers (Combined)	$94.8M	35.7% ($94.8M/$265.3M)	QoQ +7.55% (+$6.7M) YoY -62.84% (-$160.3M)
HEIDRICK & STRUGGLES INTERNATIONAL INC(HSIIcusip422819102)	997.5K	QoQ 0.00% (-0) YoY +35.74% (+262.7K)	All Managers (Combined)	$42.7M	16.1% ($42.7M/$265.3M)	QoQ -3.34% (-$1.5M) YoY +72.72% (+$18.0M)
Grupo Supervielle S.A.(SUPVcusip40054A108)	2.7M	QoQ 0.00% (-0) YoY +82.75% (+1.2M)	All Managers (Combined)	$35.6M	13.4% ($35.6M/$265.3M)	QoQ -13.56% (-$5.6M) YoY +317.99% (+$27.1M)
Coterra Energy Inc.(CTRAcusip127097103)	1.0M	QoQ NEW(+1.0M) YoY NEW(+1.0M)	All Managers (Combined)	$30.1M	11.4% ($30.1M/$265.3M)	QoQ NEW(+$30.1M) YoY NEW(+$30.1M)
Loma Negra Compania Industrial Argentina Sociedad Anonima(LOMAcusip54150E104)	2.4M	QoQ -11.45% (-304.2K) YoY +226.57% (+1.6M)	All Managers (Combined)	$25.9M	9.7% ($25.9M/$265.3M)	QoQ -18.49% (-$5.9M) YoY +437.28% (+$21.0M)
AGILYSYS INC(AGYScusip00847J105)	327.6K	QoQ 0.00% (-0) YoY -84.10% (-1.7M)	All Managers (Combined)	$23.8M	9.0% ($23.8M/$265.3M)	QoQ -44.92% (-$19.4M) YoY -86.31% (-$149.9M)
Yatra Online, Inc.(YTRAcusipG98338109)	12.2M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$9.5M	3.6% ($9.5M/$265.3M)	QoQ -38.17% (-$5.9M) YoY -51.00% (-$9.9M)
STANDARD BIOTOOLS INC.(LABcusip34385P108)	2.8M	QoQ NEW(+2.8M) YoY NEW(+2.8M)	All Managers (Combined)	$3.0M	1.1% ($3.0M/$265.3M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)