§ 13F · FUND PROFILE
MAK CAPITAL ONE LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $650M (13F)Positions · 14Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$108M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SKY | CHAMPION HOMES INC | 1.28M | $95M | 14.1% | −35% |
| 2 | AGYS | AGILYSYS INC | 1.19M | $85M | 12.5% | −22% |
| 3 | SKY | CHAMPION HOMES INC | 1.00M | $74M | 11.0% | — |
| 4 | GGAL | GRUPO FINANCIERO GALICIA S.A | 1.43M | $67M | 9.8% | +6% |
| 5 | ACHC | ACADIA HEALTHCARE COMPANY IN | 2.43M | $57M | 8.4% | NEW |
| 6 | AUTL | AUTOLUS THERAPEUTICS LTD | 33.62M | $46M | 6.8% | +12% |
| 7 | SUPV | GRUPO SUPERVIELLE S.A. | 4.25M | $40M | 5.9% | +6% |
| 8 | COUR | COURSERA INC | 5.62M | $33M | 4.8% | +50% |
| 9 | ANNX | ANNEXON INC | 4.72M | $26M | 3.9% | +60% |
| 10 | LAB | STANDARD BIOTOOLS INC | 26.17M | $24M | 3.5% | +36% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAK SIGNAL
AC read
MAK CAPITAL ONE LLC is a Other fund managing $650 million in assets. The fund runs a focused portfolio of just 14 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed