Mak Capital One LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Mak Capital One LLC reported 9 stock positions worth $504.2 million. Its top holding was Champion Homes (SKY) at 50.6% of the portfolio, followed by Agilysys (AGYS, 34.4%) and Heidrick & Struggles Intl (HSII, 4.9%). Compared with Q4 2023, it opened 4 new positions, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in Heidrick & Struggles Intl (HSII) and the biggest sale Agilysys (AGYS, shares −38%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001385702
Portfolio Value
$504.2M (Q1 2024)
SEC Filing
0001013594-24-000484 ↗ filed May 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $504.2M $504.2M Q1 2024 Q2 2024: $417.8M Q2 2024 Q3 2024: $489.3M Q3 2024 Q4 2024: $522.3M Q4 2024 Q1 2025: $470.2M Q1 2025 Q2 2025: $566.7M Q2 2025 Q3 2025: $501.3M Q3 2025 Q4 2025: $743.2M Q4 2025 Q1 2026: $604.3M Q1 2026 Q2 2026: $713.8M Q2 2026

Holdings 9 stocks · $504.2M
SKY Champion Homes Inc. filed as SKYLINE CHAMPION CORPORATION 50.58% 3,000,000 $255.0M No change
AGYS Agilysys Inc. 34.43% 2,060,458 $173.6M Reduce -38.0%
HSII Heidrick & Struggles Intl 4.91% 734,825 $24.7M New
YTRA Yatra Online Inc. 3.84% 12,170,301 $19.4M No change
IE Ivanhoe Electric Inc. / US 2.85% 1,463,969 $14.3M Add +13.6%
SUPV Grupo Supervielle SA-SP ADR 1.69% 1,492,861 $8.5M New
LOMA Loma Negra Cia Ind-Spon ADR 0.95% 720,398 $4.8M New
FUSION FUEL GREEN PLC 0.57% 1,700,000 $2.9M No change
IRS Irsa -SP ADR filed as IRSA INVERSIONES Y REP S A 0.18% 98,416 $921K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $177K (not counted above)
SecurityClassShares / PrincipalValueChange
HTOOW Fusion Fuel Green PLC -CW26 *W EXP 12/10/202 1,042,118$177KNo change

Total filed on the 13F, all lines: $504.4M.

Portfolio Sells Q4 2023 → Q1 2024
AGYS Agilysys Inc. Reduce -38.0% 34.43% −17.71
MTCH Match Group Inc. Sold out 0.00% −0.24

Portfolio Buys Q4 2023 → Q1 2024
HSII Heidrick & Struggles Intl New 4.91% +4.91
SUPV Grupo Supervielle SA-SP ADR New 1.69% +1.69
LOMA Loma Negra Cia Ind-Spon ADR New 0.95% +0.95
IE Ivanhoe Electric Inc. / US Add +13.6% 2.85% +0.44
IRS Irsa -SP ADR New 0.18% +0.18

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 17$713.8MAGYS, GGAL, ACHC, QURE, SKY
Q1 2026 21$604.3MSKY, AGYS, GGAL, ACHC, AUTL
Q4 2025 21$743.2MSKY, AGYS, GGAL, QCOM, AUTL
Q3 2025 12$501.3MSKY, AGYS, HSII, AUTL, PRO
Q2 2025 14$566.7MSKY, AGYS, HSII, INTC, AUTL
Q1 2025 8$470.2MSKY, AGYS, HSII, SUPV, CTRA
Q4 2024 8$522.3MSKY, AGYS, HSII, SUPV, LOMA
Q3 2024 9$489.3MSKY, AGYS, HSII, LOMA, YTRA
Q2 2024 8$417.8MSKY, AGYS, HSII, IE, YTRA
Q1 2024 9$504.2MSKY, AGYS, HSII, YTRA, IE