MAK CAPITAL ONE LLC
CIK 1385702 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- SKY27.62%
- AGYS24.13%
- HSI9.78%
- INTC7.33%
- AUTL6.82%
- SUPV5.47%
- ICLR4.72%
- LOMA4.21%
- CTRA4.03%
- YTRA2.09%
Share classes counted separately96.20%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SKYWeight decreased · -22.76 pp50.38% → 27.62%Shares 0 (0.00%)
- AGYSWeight increased · +5.73 pp18.40% → 24.13%Shares 0 (0.00%)
- CTRAWeight decreased · -2.38 pp6.41% → 4.03%Shares -142.26K (-13.65%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SKYCHAMPION HOMES INC View history and evidence | $156.53M | 27.62% | 2.50M shares | 50.38% → 27.62%-22.76 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | AGYSAGILYSYS INC View history and evidence | $136.73M | 24.13% | 1.19M shares | 18.40% → 24.13%+5.73 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | HSIHEIDRICK & STRUGGLES INTL View history and evidence | $55.44M | 9.78% | 1.21M shares | 9.09% → 9.78%+0.69 pp +213.99K (+21.45%) | Added | ↗▾ |
| 04 | INTCINTEL CORP View history and evidence | $41.53M | 7.33% | 1.85M shares | Prior unavailable +1.85M | New | ↗▾ |
| 05 | AUTLAUTOLUS THERAPEUTICS PLCSPONS ADS View history and evidence | $38.66M | 6.82% | 16.96M shares | Prior unavailable +16.96M | New | ↗▾ |
| 06 | SUPVGRUPO SUPERVIELLE SA-SP ADRSPONSORED ADR View history and evidence | $30.98M | 5.47% | 2.93M shares | 7.58% → 5.47%-2.11 pp +196.99K (+7.22%) | Added | ↗▾ |
| 07 | ICLRICON PLCSHS View history and evidence | $26.78M | 4.72% | 184.09K shares | Prior unavailable +184.09K | New | ↗▾ |
| 08 | LOMALOMA NEGRA CIA IND-SPON ADRSPONSORED ADR View history and evidence | $23.86M | 4.21% | 2.18M shares | 5.50% → 4.21%-1.29 pp -177.48K (-7.54%) | Reduced | ↗▾ |
| 09 | CTRACOTERRA ENERGY INC View history and evidence | $22.84M | 4.03% | 900.00K shares | 6.41% → 4.03%-2.38 pp -142.26K (-13.65%) | Reduced | ↗▾ |
| 10 | YTRAYATRA ONLINE INCORD SHS View history and evidence | $11.86M | 2.09% | 12.17M shares | 2.02% → 2.09%+0.07 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 2
$131.47M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SKYCHAMPION HOMES INC View history and evidence | Put | 1.50M | $93.92M | +500.00K (+50.00%) | ▾ |
AGYSAGILYSYS INC View history and evidence | Put | 327.60K | $37.56M | 0 (0.00%) | ▾ |
2 / 2 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1385702 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 698198796
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.