Q4 2024 · 13F-HR
MAK CAPITAL ONE LLCholdings as filed
Filed 2025-02-14 · accession 0001013594-25-000299
$653.6M
Reported value
10
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 830830105 | SKY | CHAMPION HOMES INC | $220.3M | 33.7% | 2,500,000 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $157.1M | 24.0% | 1,192,730 | Common | SOLE |
| 830830105 | SKY | CHAMPION HOMES INC | $88.1M | 13.5% | 1,000,000 | PUT | SOLE |
| 422819102 | HSI | HEIDRICK & STRUGGLES INTL IN | $44.2M | 6.76% | 997,508 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $43.1M | 6.60% | 327,600 | PUT | SOLE |
| 40054A108 | SUPV | GRUPO SUPERVIELLE S.A. | $41.2M | 6.31% | 2,728,274 | Common | SOLE |
| 54150E104 | LOMA | LOMA NEGRA C I A S A MTN 14 | $31.7M | 4.85% | 2,656,857 | Common | SOLE |
| G98338109 | YTRA | YATRA ONLINE INC | $15.3M | 2.35% | 12,170,301 | Common | SOLE |
| 82575P107 | SBSW | SIBANYE STILLWATER LTD | $11.8M | 1.80% | 3,569,317 | Common | SOLE |
| 65487K100 | LASR | NLIGHT INC | $728,971 | 0.11% | 69,492 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.