Mak Capital One LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Mak Capital One LLC reported 8 stock positions worth $522.3 million. Its top holding was Champion Homes (SKY) at 42.2% of the portfolio, followed by Agilysys (AGYS, 30.1%) and Heidrick & Struggles Intl (HSII, 8.5%). Compared with Q3 2024, it opened 1 new position, sold out of 2 and added to 1. The biggest buy was a new position in Nlight (LASR) and the biggest sale an exit from Ivanhoe Electric Inc. / US (IE).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001385702
- Portfolio Value
- $522.3M (Q4 2024)
- SEC Filing
- 0001013594-25-000299 ↗ filed Feb 14, 2025
Holdings Value
Holdings 8 stocks · $522.3M
| SKY Champion Homes Inc. | 42.17% | 2,500,000 | $220.3M | No change |
| AGYS Agilysys Inc. | 30.08% | 1,192,730 | $157.1M | No change |
| HSII Heidrick & Struggles Intl | 8.46% | 997,508 | $44.2M | No change |
| SUPV Grupo Supervielle SA-SP ADR | 7.89% | 2,728,274 | $41.2M | No change |
| LOMA Loma Negra Cia Ind-Spon ADR | 6.07% | 2,656,857 | $31.7M | No change |
| YTRA Yatra Online Inc. | 2.94% | 12,170,301 | $15.3M | No change |
| SBSW Sibanye-Stillwater Ltd.-ADR | 2.25% | 3,569,317 | $11.8M | Add +12.9% |
| LASR Nlight Inc. | 0.14% | 69,492 | $729K | New |
Options reported separately and not counted above: SKY puts ($88.1M), AGYS puts ($43.1M).
Portfolio Sells Q3 2024 → Q4 2024
| IE Ivanhoe Electric Inc. / US | Sold out | 0.00% | −1.64 |
| FUSION FUEL GREEN PLC | Sold out | 0.00% | −0.18 |
Portfolio Buys Q3 2024 → Q4 2024
Options Activity Q3 2024 → Q4 2024
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| HTOOW Fusion Fuel Green PLC -CW26 | *W EXP 12/10/202 | Sold out | 1,042,118 | $59Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $713.8M | AGYS, GGAL, ACHC, QURE, SKY |
| Q1 2026 | 21 | $604.3M | SKY, AGYS, GGAL, ACHC, AUTL |
| Q4 2025 | 21 | $743.2M | SKY, AGYS, GGAL, QCOM, AUTL |
| Q3 2025 | 12 | $501.3M | SKY, AGYS, HSII, AUTL, PRO |
| Q2 2025 | 14 | $566.7M | SKY, AGYS, HSII, INTC, AUTL |
| Q1 2025 | 8 | $470.2M | SKY, AGYS, HSII, SUPV, CTRA |
| Q4 2024 | 8 | $522.3M | SKY, AGYS, HSII, SUPV, LOMA |
| Q3 2024 | 9 | $489.3M | SKY, AGYS, HSII, LOMA, YTRA |
| Q2 2024 | 8 | $417.8M | SKY, AGYS, HSII, IE, YTRA |
| Q1 2024 | 9 | $504.2M | SKY, AGYS, HSII, YTRA, IE |