Q3 2025 · 13F-HR
MAK CAPITAL ONE LLCholdings as filed
Filed 2025-11-14 · accession 0001013594-25-001426
$650.3M
Reported value
14
Positions
2025-09-30
Period end
The Brief · MAK CAPITAL ONE LLC · Q3 2025
AI · grounded in 13F
MAK CAPITAL ONE LLC established a new position in Champion Homes Inc SKY valued at $267.3M. The fund also initiated new stakes in Agilysys Inc AGYS for $160M and Heidrick & Struggles Intl In HSI for $60.4M. These moves contributed to a total AUM of $650.3M across 12 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 830830105 | SKY | CHAMPION HOMES INC | $152.7M | 23.5% | 2,000,000 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $125.5M | 19.3% | 1,192,730 | Common | SOLE |
| 830830105 | SKY | CHAMPION HOMES INC | $114.6M | 17.6% | 1,500,000 | PUT | SOLE |
| 422819102 | HSI | HEIDRICK & STRUGGLES INTL IN | $60.4M | 9.29% | 1,213,762 | Common | SOLE |
| 05280R100 | AUTL | AUTOLUS THERAPEUTICS PLC | $42.4M | 6.52% | 26,017,616 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $34.5M | 5.30% | 327,600 | PUT | SOLE |
| 74346Y103 | PRO | PROS HOLDINGS INC | $32.4M | 4.98% | 1,413,426 | Common | SOLE |
| 34385P108 | LAB | STANDARD BIOTOOLS INC | $20.7M | 3.18% | 15,931,806 | Common | SOLE |
| 40054A108 | SUPV | GRUPO SUPERVIELLE S.A. | $19.8M | 3.04% | 4,000,000 | Common | SOLE |
| G98338109 | YTRA | YATRA ONLINE INC | $17.0M | 2.62% | 12,170,301 | Common | SOLE |
| 23954D109 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | $10.2M | 1.57% | 1,448,461 | Common | SOLE |
| 714157203 | PESI | PERMA-FIX ENVIRONMENTAL SVCS | $8.2M | 1.27% | 815,576 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $7.8M | 1.19% | 818,162 | Common | SOLE |
| 83193G107 | SMRT | SMARTRENT INC | $4.0M | 0.62% | 2,863,923 | 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.