Q2 2025 · 13F-HR
MAK CAPITAL ONE LLCholdings as filed
Filed 2025-08-14 · accession 0001013594-25-001034
$698.2M
Reported value
16
Positions
2025-06-30
Period end
The Brief · MAK CAPITAL ONE LLC · Q2 2025
AI · grounded in 13F
MAK CAPITAL ONE LLC established a new position in Champion Homes Inc SKY valued at $250.4M. The fund also initiated new stakes in Agilysys Inc AGYS for $174.3M and Heidrick & Struggles Intl In HSI for $55.4M. Additional new positions include Intel Corp INTC, Autolus Therapeutics PLC AUTL, and Grupo Supervielle S.A. SUPV.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 830830105 | SKY | CHAMPION HOMES INC | $156.5M | 22.4% | 2,500,000 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $136.7M | 19.6% | 1,192,730 | Common | SOLE |
| 830830105 | SKY | CHAMPION HOMES INC | $93.9M | 13.5% | 1,500,000 | PUT | SOLE |
| 422819102 | HSI | HEIDRICK & STRUGGLES INTL IN | $55.4M | 7.94% | 1,211,498 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $41.5M | 5.95% | 1,853,800 | Common | SOLE |
| 05280R100 | AUTL | AUTOLUS THERAPEUTICS PLC | $38.7M | 5.54% | 16,955,098 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $37.6M | 5.38% | 327,600 | PUT | SOLE |
| 40054A108 | SUPV | GRUPO SUPERVIELLE S.A. | $31.0M | 4.44% | 2,925,268 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $26.8M | 3.83% | 184,087 | Common | SOLE |
| 54150E104 | LOMA | LOMA NEGRA C I A S A MTN 14 | $23.9M | 3.42% | 2,175,152 | Common | SOLE |
| 127097103 | CTRA | COTERRA ENERGY INC | $22.8M | 3.27% | 900,000 | Common | SOLE |
| G98338109 | YTRA | YATRA ONLINE INC | $11.9M | 1.70% | 12,170,301 | Common | SOLE |
| 74346Y103 | PRO | PROS HOLDINGS INC | $10.4M | 1.49% | 665,383 | Common | SOLE |
| 34385P108 | LAB | STANDARD BIOTOOLS INC | $6.7M | 0.96% | 5,597,422 | Common | SOLE |
| 693282105 | PDFS | PDF SOLUTIONS INC | $3.4M | 0.49% | 160,020 | Common | SOLE |
| 714157203 | PESI | PERMA-FIX ENVIRONMENTAL SVCS | $974,257 | 0.14% | 92,610 | 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.