MAK CAPITAL ONE LLC
13F Reported Value
ⓘ$713.8M
Holdings
17
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MAK CAPITAL ONE LLC disclosed 17 positions worth $713.8M in its Form 13F-HR for Q2 2026, led by $AGYS (AGILYSYS INC) at 17.5% of the equity portfolio, followed by $GGAL and $ACHC. During the quarter the fund opened 1 new position and exited 6 — including a new stake in $CAI and a full exit from $SKY. The portfolio is most concentrated in Healthcare (43.8% of disclosed assets). All figures are sourced directly from MAK CAPITAL ONE LLC’s Form 13F-HR filing with the SEC under CIK 1385702.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 63.4#631
Quality
$124.6M1,192,730 sh - —
Quality
$74.3M1,485,875 sh - 36.7#2,260
Quality
$71.8M2,432,962 sh - —
Quality
$56.7M1,232,051 sh - 60.6
Quality
$55.7M632,374 sh - —
Quality
$53.8M33,621,487 sh - 26.1
Quality
$42.4M2,375,861 sh - —
Quality
$41.1M4,250,000 sh - 69.0
Quality
$34.5M1,937,229 sh - —
Quality
$33.5M5,862,180 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AGILYSYS INC$AGYS | 63.4#631 | $124.6M | 1,192,730 |
 GRUPO FINANCIERO GALICIA SA$GGAL | — | $74.3M | 1,485,875 |
 Acadia Healthcare Company, Inc.$ACHC | 36.7#2,260 | $71.8M | 2,432,962 |
 uniQure N.V.$QURE | — | $56.7M | 1,232,051 |
 Champion Homes, Inc.$SKY | 60.6 | $55.7M | 632,374 |
 Autolus Therapeutics plc$AUTL | — | $53.8M | 33,621,487 |
 ClearPoint Neuro, Inc.$CLPT | 26.1 | $42.4M | 2,375,861 |
 Grupo Supervielle S.A.$SUPV | — | $41.1M | 4,250,000 |
 Caris Life Sciences, Inc.$CAI | 69.0 | $34.5M | 1,937,229 |
 Annexon, Inc.$ANNX | — | $33.5M | 5,862,180 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MAK CAPITAL ONE LLC's 17 positions.
Showing top 10 of 17 holdings.
Sector Allocation
Healthcare
$312.8M
Technology
$148.3M
Financials
$115.4M
Industrials
$55.7M
Consumer Discretionary
$28.9M
Materials
$21.6M
Energy
$16.2M
Utilities
$14.8M
Full Holdings — MAK CAPITAL ONE LLC (Q2 2026)
All 17 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AGYS | AGILYSYS INC | $124.6M | 17.5% | +0% | 63.4 |
| 2 | $GGAL | GRUPO FINANCIERO GALICIA SA | $74.3M | 10.4% | +4% | — |
| 3 | $ACHC | Acadia Healthcare Company, Inc. | $71.8M | 10.1% | +0% | 36.7 |
| 4 | $QURE | uniQure N.V. | $56.7M | 8.0% | +179% | — |
| 5 | $SKY | Champion Homes, Inc. | $55.7M | 7.8% | -51% | 60.6 |
| 6 | $AUTL | Autolus Therapeutics plc | $53.8M | 7.5% | +0% | — |
| 7 | $CLPT | ClearPoint Neuro, Inc. | $42.4M | 5.9% | +25% | 26.1 |
| 8 | $SUPV | Grupo Supervielle S.A. | $41.1M | 5.8% | +0% | — |
| 9 | $CAI | Caris Life Sciences, Inc. | $34.5M | 4.8% | NEW | 69 |
| 10 | $ANNX | Annexon, Inc. | $33.5M | 4.7% | +24% | — |
| 11 |  $LAB | STANDARD BIOTOOLS INC. | $23.7M | 3.3% | +10% | 34.8 |
| 12 |  $LODE | Comstock Inc. | $21.6M | 3.0% | -10% | 9 |
| 13 |  $CYRX | Cryoport, Inc. | $20.1M | 2.8% | -10% | 29 |
| 14 |  $HNST | Honest Company, Inc. | $17.5M | 2.5% | +0% | 39.6 |
| 15 |  $CVE | CENOVUS ENERGY INC. | $16.2M | 2.3% | +0% | 51.9 |
| 16 |  $PESI | PERMA FIX ENVIRONMENTAL SERVICES INC | $14.8M | 2.1% | +12% | 16.2 |
| 17 |  $YTRA | Yatra Online, Inc. | $11.5M | 1.6% | +0% | — |
New Positions (1)
$CAI Caris Life Sciences, Inc.$34.5M
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