Filed: 5/15/2026ACC: 0001013594-26-000603
📋 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 $678.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$678.69M
Total AUM (reported)
117.50M
Total Shares
Allocation by class
COM$464.75M68.5%
SPONSORED ADR$106.83M15.7%
SPON ADS$46.40M6.8%
COM SHS$17.58M2.6%
ORD SHS$14.32M2.1%
COM PAR $0.001$11.78M1.7%
COM NEW$9.82M1.4%
Portfolio Concentration
Top 3$321.34M47.3%
4–10$243.89M35.9%
11–25$113.45M16.7%
Top 3 weight
47.3%
Top 10 weight
83.3%
Voting Authority Distribution
Total shares with voting rights: 117.50M
Sole
Full voting authority
117.50M
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
SOLEShares2.28M
TypeSH
Market value$169.74M
25.01%
Sole
2.28M
Shared
0.00
None
0.00
AGILYSYS INC
SOLEShares1.19M
TypeSH
Market value$84.85M
12.50%
Sole
1.19M
Shared
0.00
None
0.00
GRUPO FINANCIERO GALICIA S.A
SOLEShares1.43M
TypeSH
Market value$66.75M
9.84%
Sole
1.43M
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares2.43M
TypeSH
Market value$56.91M
8.38%
Sole
2.43M
Shared
0.00
None
0.00
AUTOLUS THERAPEUTICS LTD
SOLEShares33.62M
TypeSH
Market value$46.40M
6.84%
Sole
33.62M
Shared
0.00
None
0.00
GRUPO SUPERVIELLE S.A.
SOLEShares4.25M
TypeSH
Market value$40.08M
5.91%
Sole
4.25M
Shared
0.00
None
0.00
COURSERA INC
SOLEShares5.62M
TypeSH
Market value$32.70M
4.82%
Sole
5.62M
Shared
0.00
None
0.00
ANNEXON INC
SOLEShares4.72M
TypeSH
Market value$26.17M
3.86%
Sole
4.72M
Shared
0.00
None
0.00
STANDARD BIOTOOLS INC
SOLEShares26.17M
TypeSH
Market value$24.06M
3.55%
Sole
26.17M
Shared
0.00
None
0.00
COMSTOCK INC
SOLEShares5.76M
TypeSH
Market value$17.58M
2.59%
Sole
5.76M
Shared
0.00
None
0.00
CLEARPOINT NEURO INC
SOLEShares1.90M
TypeSH
Market value$17.30M
2.55%
Sole
1.90M
Shared
0.00
None
0.00
UDEMY INC
SOLEShares3.66M
TypeSH
Market value$16.90M
2.49%
Sole
3.66M
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares536.83K
TypeSH
Market value$14.24M
2.10%
Sole
536.83K
Shared
0.00
None
0.00
HONEST CO INC
SOLEShares4.78M
TypeSH
Market value$14.04M
2.07%
Sole
4.78M
Shared
0.00
None
0.00
YATRA ONLINE INC
SOLEShares12.17M
TypeSH
Market value$13.51M
1.99%
Sole
12.17M
Shared
0.00
None
0.00
CRYOPORT INC
SOLEShares1.42M
TypeSH
Market value$11.78M
1.74%
Sole
1.42M
Shared
0.00
None
0.00
PERMA-FIX ENVIRONMENTAL SVCS
SOLEShares918.67K
TypeSH
Market value$9.82M
1.45%
Sole
918.67K
Shared
0.00
None
0.00
PROTALIX BIOTHERAPEUTICS INC
SOLEShares3.54M
TypeSH
Market value$7.69M
1.13%
Sole
3.54M
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares441.20K
TypeSH
Market value$7.21M
1.06%
Sole
441.20K
Shared
0.00
None
0.00
FIVERR INTL LTD
SOLEShares80.48K
TypeSH
Market value$806.4K
0.12%
Sole
80.48K
Shared
0.00
None
0.00
SANGAMO THERAPEUTICS INC
SOLEShares561.54K
TypeSH
Market value$138.6K
0.02%
Sole
561.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHAMPION HOMES INCSOLE | COM | 2.28M | SH | $169.74M 25.01% | 2.28M | 0.00 | 0.00 |
AGILYSYS INCSOLE | COM | 1.19M | SH | $84.85M 12.50% | 1.19M | 0.00 | 0.00 |
GRUPO FINANCIERO GALICIA S.ASOLE | SPONSORED ADR | 1.43M | SH | $66.75M 9.84% | 1.43M | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 2.43M | SH | $56.91M 8.38% | 2.43M | 0.00 | 0.00 |
AUTOLUS THERAPEUTICS LTDSOLE | SPON ADS | 33.62M | SH | $46.40M 6.84% | 33.62M | 0.00 | 0.00 |
GRUPO SUPERVIELLE S.A.SOLE | SPONSORED ADR | 4.25M | SH | $40.08M 5.91% | 4.25M | 0.00 | 0.00 |
COURSERA INCSOLE | COM | 5.62M | SH | $32.70M 4.82% | 5.62M | 0.00 | 0.00 |
ANNEXON INCSOLE | COM | 4.72M | SH | $26.17M 3.86% | 4.72M | 0.00 | 0.00 |
STANDARD BIOTOOLS INCSOLE | COM | 26.17M | SH | $24.06M 3.55% | 26.17M | 0.00 | 0.00 |
COMSTOCK INCSOLE | COM SHS | 5.76M | SH | $17.58M 2.59% | 5.76M | 0.00 | 0.00 |
CLEARPOINT NEURO INCSOLE | COM | 1.90M | SH | $17.30M 2.55% | 1.90M | 0.00 | 0.00 |
UDEMY INCSOLE | COM | 3.66M | SH | $16.90M 2.49% | 3.66M | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 536.83K | SH | $14.24M 2.10% | 536.83K | 0.00 | 0.00 |
HONEST CO INCSOLE | COM | 4.78M | SH | $14.04M 2.07% | 4.78M | 0.00 | 0.00 |
YATRA ONLINE INCSOLE | ORD SHS | 12.17M | SH | $13.51M 1.99% | 12.17M | 0.00 | 0.00 |
CRYOPORT INCSOLE | COM PAR $0.001 | 1.42M | SH | $11.78M 1.74% | 1.42M | 0.00 | 0.00 |
PERMA-FIX ENVIRONMENTAL SVCSSOLE | COM NEW | 918.67K | SH | $9.82M 1.45% | 918.67K | 0.00 | 0.00 |
PROTALIX BIOTHERAPEUTICS INCSOLE | COM | 3.54M | SH | $7.69M 1.13% | 3.54M | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 441.20K | SH | $7.21M 1.06% | 441.20K | 0.00 | 0.00 |
FIVERR INTL LTDSOLE | ORD SHS | 80.48K | SH | $806.4K 0.12% | 80.48K | 0.00 | 0.00 |
SANGAMO THERAPEUTICS INCSOLE | COM | 561.54K | SH | $138.6K 0.02% | 561.54K | 0.00 | 0.00 |