Holders — by stockHoldings — by fund
MAK CAPITAL ONE LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001385702
$713.8M
disclosed book value
17
positions
17.5%
largest position share
Positions, as of 2026-06-30
top 17 of 17 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AGYSAGILYSYS INC | 1.2M | $124.6M | 17.5% |
| 2 | GGALGRUPO FINANCIERO GALICIA S.A | 1.5M | $74.3M | 10.4% |
| 3 | ACHCACADIA HEALTHCARE COMPANY IN | 2.4M | $71.8M | 10.1% |
| 4 | QUREUNIQURE NV | 1.2M | $56.7M | 8% |
| 5 | SKYCHAMPION HOMES INC | 632,374 | $55.7M | 7.8% |
| 6 | AUTLAUTOLUS THERAPEUTICS LTD | 33.6M | $53.8M | 7.5% |
| 7 | CLPTCLEARPOINT NEURO INC | 2.4M | $42.4M | 5.9% |
| 8 | SUPVGRUPO SUPERVIELLE S.A. | 4.3M | $41.1M | 5.8% |
| 9 | CAICARIS LIFE SCIENCES INC | 1.9M | $34.5M | 4.8% |
| 10 | ANNXANNEXON INC | 5.9M | $33.5M | 4.7% |
| 11 | LABSTANDARD BIOTOOLS INC | 28.8M | $23.7M | 3.3% |
| 12 | LODECOMSTOCK INC | 5.2M | $21.6M | 3% |
| 13 | CYRXCRYOPORT INC | 1.3M | $20.1M | 2.8% |
| 14 | HNSTHONEST CO INC | 4.8M | $17.5M | 2.4% |
| 15 | CVECENOVUS ENERGY INC | 536,832 | $16.2M | 2.3% |
| 16 | PESIPERMA-FIX ENVIRONMENTAL SVCS | 1.0M | $14.8M | 2.1% |
| 17 | YTRAYATRA ONLINE INC | 12.2M | $11.5M | 1.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.