Filed: 2/17/2026ACC: 0001013594-26-000253
📋 What this filing means
MAK CAPITAL ONE LLC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $908.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$908.83M
Total AUM (reported)
96.47M
Total Shares
Allocation by class
COM$668.93M73.6%
SPONSORED ADR$119.75M13.2%
SPON ADS$59.71M6.6%
ORD SHS$21.66M2.4%
COM NEW$18.26M2.0%
COM PAR $0.001$11.51M1.3%
COM CL A$7.23M0.8%
Portfolio Concentration
Top 3$548.89M60.4%
4–10$270.40M29.8%
11–25$89.54M9.9%
Top 3 weight
60.4%
Top 10 weight
90.1%
Voting Authority Distribution
Total shares with voting rights: 96.47M
Sole
Full voting authority
96.47M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
CHAMPION HOMES INC
SOLEShares3.50M
TypeSH
Market value$295.75M
32.54%
Sole
3.50M
Shared
0.00
None
0.00
AGILYSYS INC
SOLEShares1.52M
TypeSH
Market value$180.68M
19.88%
Sole
1.52M
Shared
0.00
None
0.00
GRUPO FINANCIERO GALICIA S.A
SOLEShares1.34M
TypeSH
Market value$72.47M
7.97%
Sole
1.34M
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares394.01K
TypeSH
Market value$67.40M
7.42%
Sole
394.01K
Shared
0.00
None
0.00
AUTOLUS THERAPEUTICS PLC
SOLEShares30.01M
TypeSH
Market value$59.71M
6.57%
Sole
30.01M
Shared
0.00
None
0.00
GRUPO SUPERVIELLE S.A.
SOLEShares4M
TypeSH
Market value$47.28M
5.20%
Sole
4M
Shared
0.00
None
0.00
COURSERA INC
SOLEShares3.75M
TypeSH
Market value$27.61M
3.04%
Sole
3.75M
Shared
0.00
None
0.00
STANDARD BIOTOOLS INC
SOLEShares19.29M
TypeSH
Market value$24.69M
2.72%
Sole
19.29M
Shared
0.00
None
0.00
UDEMY INC
SOLEShares3.77M
TypeSH
Market value$22.05M
2.43%
Sole
3.77M
Shared
0.00
None
0.00
YATRA ONLINE INC
SOLEShares12.17M
TypeSH
Market value$21.66M
2.38%
Sole
12.17M
Shared
0.00
None
0.00
ANNEXON INC
SOLEShares2.96M
TypeSH
Market value$14.85M
1.63%
Sole
2.96M
Shared
0.00
None
0.00
PERMA-FIX ENVIRONMENTAL SVCS
SOLEShares918.67K
TypeSH
Market value$11.57M
1.27%
Sole
918.67K
Shared
0.00
None
0.00
CRYOPORT INC
SOLEShares1.20M
TypeSH
Market value$11.51M
1.27%
Sole
1.20M
Shared
0.00
None
0.00
HONEST CO INC
SOLEShares3.53M
TypeSH
Market value$9.10M
1.00%
Sole
3.53M
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares536.83K
TypeSH
Market value$9.08M
1.00%
Sole
536.83K
Shared
0.00
None
0.00
TALKSPACE INC
SOLEShares2.22M
TypeSH
Market value$8.04M
0.88%
Sole
2.22M
Shared
0.00
None
0.00
DAY ONE BIOPHARMACEUTICALS I
SOLEShares826.21K
TypeSH
Market value$7.70M
0.85%
Sole
826.21K
Shared
0.00
None
0.00
SMARTRENT INC
SOLEShares3.58M
TypeSH
Market value$7.23M
0.80%
Sole
3.58M
Shared
0.00
None
0.00
MITEK SYS INC
SOLEShares634.10K
TypeSH
Market value$6.69M
0.74%
Sole
634.10K
Shared
0.00
None
0.00
VISHAY PRECISION GROUP INC
SOLEShares51.23K
TypeSH
Market value$1.97M
0.22%
Sole
51.23K
Shared
0.00
None
0.00
ENDAVA PLC
SOLEShares283.08K
TypeSH
Market value$1.79M
0.20%
Sole
283.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHAMPION HOMES INCSOLE | COM | 3.50M | SH | $295.75M 32.54% | 3.50M | 0.00 | 0.00 |
AGILYSYS INCSOLE | COM | 1.52M | SH | $180.68M 19.88% | 1.52M | 0.00 | 0.00 |
GRUPO FINANCIERO GALICIA S.ASOLE | SPONSORED ADR | 1.34M | SH | $72.47M 7.97% | 1.34M | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 394.01K | SH | $67.40M 7.42% | 394.01K | 0.00 | 0.00 |
AUTOLUS THERAPEUTICS PLCSOLE | SPON ADS | 30.01M | SH | $59.71M 6.57% | 30.01M | 0.00 | 0.00 |
GRUPO SUPERVIELLE S.A.SOLE | SPONSORED ADR | 4M | SH | $47.28M 5.20% | 4M | 0.00 | 0.00 |
COURSERA INCSOLE | COM | 3.75M | SH | $27.61M 3.04% | 3.75M | 0.00 | 0.00 |
STANDARD BIOTOOLS INCSOLE | COM | 19.29M | SH | $24.69M 2.72% | 19.29M | 0.00 | 0.00 |
UDEMY INCSOLE | COM | 3.77M | SH | $22.05M 2.43% | 3.77M | 0.00 | 0.00 |
YATRA ONLINE INCSOLE | ORD SHS | 12.17M | SH | $21.66M 2.38% | 12.17M | 0.00 | 0.00 |
ANNEXON INCSOLE | COM | 2.96M | SH | $14.85M 1.63% | 2.96M | 0.00 | 0.00 |
PERMA-FIX ENVIRONMENTAL SVCSSOLE | COM NEW | 918.67K | SH | $11.57M 1.27% | 918.67K | 0.00 | 0.00 |
CRYOPORT INCSOLE | COM PAR $0.001 | 1.20M | SH | $11.51M 1.27% | 1.20M | 0.00 | 0.00 |
HONEST CO INCSOLE | COM | 3.53M | SH | $9.10M 1.00% | 3.53M | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 536.83K | SH | $9.08M 1.00% | 536.83K | 0.00 | 0.00 |
TALKSPACE INCSOLE | COM | 2.22M | SH | $8.04M 0.88% | 2.22M | 0.00 | 0.00 |
DAY ONE BIOPHARMACEUTICALS ISOLE | COM | 826.21K | SH | $7.70M 0.85% | 826.21K | 0.00 | 0.00 |
SMARTRENT INCSOLE | COM CL A | 3.58M | SH | $7.23M 0.80% | 3.58M | 0.00 | 0.00 |
MITEK SYS INCSOLE | COM NEW | 634.10K | SH | $6.69M 0.74% | 634.10K | 0.00 | 0.00 |
VISHAY PRECISION GROUP INCSOLE | COM | 51.23K | SH | $1.97M 0.22% | 51.23K | 0.00 | 0.00 |
ENDAVA PLCSOLE | ADS | 283.08K | SH | $1.79M 0.20% | 283.08K | 0.00 | 0.00 |