In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Mak Capital One LLC reported 14 stock positions worth $566.7 million . Its top holding was Champion Homes (SKY) at 27.6% of the portfolio, followed by Agilysys (AGYS, 24.1% ) and Heidrick & Struggles Intl (HSII, 9.8% ). Compared with Q1 2025, it opened 6 new positions, added to 3 and reduced 2. The biggest buy was a new position in Intel (INTC) and the biggest sale Coterra Energy (CTRA, shares −14% ).
Location NEW YORK, NY
CIK 0001385702
Portfolio Value $566.7M (Q2 2025) Holdings 14 stocks · $566.7M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2025 SKY Champion Homes Inc. 2,500,000 $156.5M No change AGYS Agilysys Inc. 1,192,730 $136.7M No change HSII Heidrick & Struggles Intl 1,211,498 $55.4M Add +21.4% INTC Intel Corp. 1,853,800 $41.5M New AUTL Autolus Therapeutics PLC 16,955,098 $38.7M New SUPV Grupo Supervielle SA-SP ADR 2,925,268 $31.0M Add +7.2% ICLR Icon PLC 184,087 $26.8M New LOMA Loma Negra Cia Ind-Spon ADR 2,175,152 $23.9M Reduce -7.5% CTRA Coterra Energy Inc. 900,000 $22.8M Reduce -13.7% YTRA Yatra Online Inc. 12,170,301 $11.9M No change PRO Pros Holdings Inc. 665,383 $10.4M New LAB Standard Biotools Inc. 5,597,422 $6.7M Add +101.7% PDFS PDF Solutions Inc. 160,020 $3.4M New PESI Perma-Fix Environmental SVCS 92,610 $974K New
Options reported separately and not counted above: SKY puts ($93.9M), AGYS puts ($37.6M).
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ CTRA Coterra Energy Inc. Reduce -13.7% 4.03% −2.38 LOMA Loma Negra Cia Ind-Spon ADR Reduce -7.5% 4.21% −1.29
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ INTC Intel Corp. New 7.33% +7.33 AUTL Autolus Therapeutics PLC New 6.82% +6.82 ICLR Icon PLC New 4.72% +4.72 PRO Pros Holdings Inc. New 1.84% +1.84 HSII Heidrick & Struggles Intl Add +21.4% 9.78% +0.70 PDFS PDF Solutions Inc. New 0.60% +0.60 LAB Standard Biotools Inc. Add +101.7% 1.19% +0.55 PESI Perma-Fix Environmental SVCS New 0.17% +0.17 SUPV Grupo Supervielle SA-SP ADR Add +7.2% 5.47% −2.11
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ SKY Champion Homes Inc. put Add +50.0% 1,500,000 $93.9M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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