Mak Capital One LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Mak Capital One LLC reported 12 stock positions worth $501.3 million. Its top holding was Champion Homes (SKY) at 30.5% of the portfolio, followed by Agilysys (AGYS, 25.0%) and Heidrick & Struggles Intl (HSII, 12.1%). Compared with Q2 2025, it opened 3 new positions, sold out of 5, added to 6 and reduced 1. The biggest buy was Pros (PRO, shares +112%) and the biggest sale an exit from Intel (INTC).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001385702
- Portfolio Value
- $501.3M (Q3 2025)
- SEC Filing
- 0001013594-25-001426 ↗ filed Nov 14, 2025
Holdings Value
Holdings 12 stocks · $501.3M
| SKY Champion Homes Inc. | 30.47% | 2,000,000 | $152.7M | Reduce -20.0% |
| AGYS Agilysys Inc. | 25.04% | 1,192,730 | $125.5M | No change |
| HSII Heidrick & Struggles Intl | 12.05% | 1,213,762 | $60.4M | Add +0.2% |
| AUTL Autolus Therapeutics PLC | 8.46% | 26,017,616 | $42.4M | Add +53.5% |
| PRO Pros Holdings Inc. | 6.46% | 1,413,426 | $32.4M | Add +112.4% |
| LAB Standard Biotools Inc. | 4.13% | 15,931,806 | $20.7M | Add +184.6% |
| SUPV Grupo Supervielle SA-SP ADR | 3.95% | 4,000,000 | $19.8M | Add +36.7% |
| YTRA Yatra Online Inc. | 3.40% | 12,170,301 | $17.0M | No change |
| DAWN Day One Biopharmaceuticals I | 2.04% | 1,448,461 | $10.2M | New |
| PESI Perma-Fix Environmental SVCS | 1.64% | 815,576 | $8.2M | Add +780.7% |
| CYRX Cryoport Inc. | 1.55% | 818,162 | $7.8M | New |
| SMRT Smartrent Inc. | 0.81% | 2,863,923 | $4.0M | New |
Options reported separately and not counted above: SKY puts ($114.6M), AGYS puts ($34.5M).
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| PRO Pros Holdings Inc. | Add +112.4% | 6.46% | +4.62 |
| LAB Standard Biotools Inc. | Add +184.6% | 4.13% | +2.95 |
| HSII Heidrick & Struggles Intl | Add +0.2% | 12.05% | +2.27 |
| DAWN Day One Biopharmaceuticals I | New | 2.04% | +2.04 |
| AUTL Autolus Therapeutics PLC | Add +53.5% | 8.46% | +1.64 |
| CYRX Cryoport Inc. | New | 1.55% | +1.55 |
| PESI Perma-Fix Environmental SVCS | Add +780.7% | 1.64% | +1.47 |
| SMRT Smartrent Inc. | New | 0.81% | +0.81 |
| SUPV Grupo Supervielle SA-SP ADR | Add +36.7% | 3.95% | −1.52 |
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 |