Mak Capital One LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Mak Capital One LLC reported 8 stock positions worth $417.8 million. Its top holding was Champion Homes (SKY) at 48.7% of the portfolio, followed by Agilysys (AGYS, 29.7%) and Heidrick & Struggles Intl (HSII, 7.5%). Compared with Q1 2024, it sold out of 1, added to 4 and reduced 1. The biggest buy was Heidrick & Struggles Intl (HSII, shares +35%) and the biggest sale Agilysys (AGYS, shares −42%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001385702
Portfolio Value
$417.8M (Q2 2024)
SEC Filing
0001013594-24-000665 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $504.2M Q1 2024 Q2 2024: $417.8M $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 8 stocks · $417.8M
SKY Champion Homes Inc. filed as SKYLINE CHAMPION CORPORATION 48.65% 3,000,000 $203.3M No change
AGYS Agilysys Inc. 29.73% 1,192,730 $124.2M Reduce -42.1%
HSII Heidrick & Struggles Intl 7.51% 993,408 $31.4M Add +35.2%
IE Ivanhoe Electric Inc. / US 4.00% 1,780,872 $16.7M Add +21.6%
YTRA Yatra Online Inc. 3.47% 12,170,301 $14.5M No change
SUPV Grupo Supervielle SA-SP ADR 3.33% 2,054,581 $13.9M Add +37.6%
LOMA Loma Negra Cia Ind-Spon ADR 2.95% 1,823,913 $12.3M Add +153.2%
FUSION FUEL GREEN PLC 0.36% 1,700,000 $1.5M No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $57K (not counted above)
SecurityClassShares / PrincipalValueChange
HTOOW Fusion Fuel Green PLC -CW26 *W EXP 12/10/202 1,042,118$57KNo change

Total filed on the 13F, all lines: $417.8M.

Portfolio Sells Q1 2024 → Q2 2024
AGYS Agilysys Inc. Reduce -42.1% 29.73% −4.70
IRS Irsa -SP ADR Sold out 0.00% −0.18

Portfolio Buys Q1 2024 → Q2 2024
HSII Heidrick & Struggles Intl Add +35.2% 7.51% +2.60
LOMA Loma Negra Cia Ind-Spon ADR Add +153.2% 2.95% +2.00
SUPV Grupo Supervielle SA-SP ADR Add +37.6% 3.33% +1.64
IE Ivanhoe Electric Inc. / US Add +21.6% 4.00% +1.15

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