Q1 2025 · 13F-HR
MAK CAPITAL ONE LLCholdings as filed
Filed 2025-05-15 · accession 0001013594-25-000675
$588.8M
Reported value
10
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 830830105 | SKY | CHAMPION HOMES INC | $236.9M | 40.2% | 2,500,000 | Common | SOLE |
| 830830105 | SKY | CHAMPION HOMES INC | $94.8M | 16.1% | 1,000,000 | PUT | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $86.5M | 14.7% | 1,192,730 | Common | SOLE |
| 422819102 | HSI | HEIDRICK & STRUGGLES INTL IN | $42.7M | 7.26% | 997,508 | Common | SOLE |
| 40054A108 | SUPV | GRUPO SUPERVIELLE S.A. | $35.6M | 6.05% | 2,728,274 | Common | SOLE |
| 127097103 | CTRA | COTERRA ENERGY INC | $30.1M | 5.12% | 1,042,259 | Common | SOLE |
| 54150E104 | LOMA | LOMA NEGRA C I A S A MTN 14 | $25.9M | 4.39% | 2,352,634 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $23.8M | 4.04% | 327,600 | PUT | SOLE |
| G98338109 | YTRA | YATRA ONLINE INC | $9.5M | 1.61% | 12,170,301 | Common | SOLE |
| 34385P108 | LAB | STANDARD BIOTOOLS INC | $3.0M | 0.51% | 2,774,721 | 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.