Mak Capital One LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Mak Capital One LLC reported 9 stock positions worth $489.3 million. Its top holding was Champion Homes (SKY) at 48.5% of the portfolio, followed by Agilysys (AGYS, 26.6%) and Heidrick & Struggles Intl (HSII, 7.9%). Compared with Q2 2024, it opened 1 new position, added to 3 and reduced 2. The biggest buy was a new position in Sibanye-Stillwater Ltd.-ADR (SBSW) and the biggest sale Ivanhoe Electric Inc. / US (IE, shares −47%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001385702
Portfolio Value
$489.3M (Q3 2024)
SEC Filing
0001013594-24-000971 ↗ filed Nov 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $504.2M Q1 2024 Q2 2024: $417.8M Q2 2024 Q3 2024: $489.3M $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 · $489.3M
SKY Champion Homes Inc. 48.46% 2,500,000 $237.1M Reduce -16.7%
AGYS Agilysys Inc. 26.56% 1,192,730 $130.0M No change
HSII Heidrick & Struggles Intl 7.92% 997,508 $38.8M Add +0.4%
LOMA Loma Negra Cia Ind-Spon ADR 4.38% 2,656,857 $21.4M Add +45.7%
YTRA Yatra Online Inc. 4.24% 12,170,301 $20.8M No change
SUPV Grupo Supervielle SA-SP ADR 3.96% 2,728,274 $19.4M Add +32.8%
SBSW Sibanye-Stillwater Ltd.-ADR 2.66% 3,161,866 $13.0M New
IE Ivanhoe Electric Inc. / US 1.64% 949,571 $8.0M Reduce -46.7%
FUSION FUEL GREEN PLC 0.18% 1,700,000 $872K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $59K (not counted above)
SecurityClassShares / PrincipalValueChange
HTOOW Fusion Fuel Green PLC -CW26 *W EXP 12/10/202 1,042,118$59KNo change

Total filed on the 13F, all lines: $489.4M.

Portfolio Sells Q2 2024 → Q3 2024
IE Ivanhoe Electric Inc. / US Reduce -46.7% 1.64% −2.36
SKY Champion Homes Inc. Reduce -16.7% 48.46% −0.19

Portfolio Buys Q2 2024 → Q3 2024
SBSW Sibanye-Stillwater Ltd.-ADR New 2.66% +2.66
LOMA Loma Negra Cia Ind-Spon ADR Add +45.7% 4.38% +1.43
SUPV Grupo Supervielle SA-SP ADR Add +32.8% 3.96% +0.63
HSII Heidrick & Struggles Intl Add +0.4% 7.92% +0.41

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