Filed: 8/14/2026ACC: 0001013594-26-000909
📋 What this filing means
MAK CAPITAL ONE LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $713.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$713.79M
Total AUM (reported)
108.82M
Total Shares
Allocation by class
COM$419.98M58.8%
SPONSORED ADR$115.39M16.2%
SHS$56.75M8.0%
SPON ADS$53.79M7.5%
COM SHS$21.59M3.0%
COM PAR $0.001$20.05M2.8%
COM NEW$14.76M2.1%
Portfolio Concentration
Top 3$270.82M37.9%
4–10$317.70M44.5%
11–25$125.27M17.5%
Top 3 weight
37.9%
Top 10 weight
82.5%
Voting Authority Distribution
Total shares with voting rights: 108.82M
Sole
Full voting authority
108.82M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
AGILYSYS INC
SOLEShares1.19M
TypeSH
Market value$124.64M
17.46%
Sole
1.19M
Shared
0.00
None
0.00
GRUPO FINANCIERO GALICIA S.A
SOLEShares1.49M
TypeSH
Market value$74.34M
10.41%
Sole
1.49M
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares2.43M
TypeSH
Market value$71.85M
10.07%
Sole
2.43M
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares1.23M
TypeSH
Market value$56.75M
7.95%
Sole
1.23M
Shared
0.00
None
0.00
CHAMPION HOMES INC
SOLEShares632.37K
TypeSH
Market value$55.72M
7.81%
Sole
632.37K
Shared
0.00
None
0.00
AUTOLUS THERAPEUTICS LTD
SOLEShares33.62M
TypeSH
Market value$53.79M
7.54%
Sole
33.62M
Shared
0.00
None
0.00
CLEARPOINT NEURO INC
SOLEShares2.38M
TypeSH
Market value$42.39M
5.94%
Sole
2.38M
Shared
0.00
None
0.00
GRUPO SUPERVIELLE S.A.
SOLEShares4.25M
TypeSH
Market value$41.05M
5.75%
Sole
4.25M
Shared
0.00
None
0.00
CARIS LIFE SCIENCES INC
SOLEShares1.94M
TypeSH
Market value$34.52M
4.84%
Sole
1.94M
Shared
0.00
None
0.00
ANNEXON INC
SOLEShares5.86M
TypeSH
Market value$33.47M
4.69%
Sole
5.86M
Shared
0.00
None
0.00
STANDARD BIOTOOLS INC
SOLEShares28.81M
TypeSH
Market value$23.71M
3.32%
Sole
28.81M
Shared
0.00
None
0.00
COMSTOCK INC
SOLEShares5.19M
TypeSH
Market value$21.59M
3.02%
Sole
5.19M
Shared
0.00
None
0.00
CRYOPORT INC
SOLEShares1.28M
TypeSH
Market value$20.05M
2.81%
Sole
1.28M
Shared
0.00
None
0.00
HONEST CO INC
SOLEShares4.78M
TypeSH
Market value$17.48M
2.45%
Sole
4.78M
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares536.83K
TypeSH
Market value$16.21M
2.27%
Sole
536.83K
Shared
0.00
None
0.00
PERMA-FIX ENVIRONMENTAL SVCS
SOLEShares1.03M
TypeSH
Market value$14.76M
2.07%
Sole
1.03M
Shared
0.00
None
0.00
YATRA ONLINE INC
SOLEShares12.17M
TypeSH
Market value$11.47M
1.61%
Sole
12.17M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AGILYSYS INCSOLE | COM | 1.19M | SH | $124.64M 17.46% | 1.19M | 0.00 | 0.00 |
GRUPO FINANCIERO GALICIA S.ASOLE | SPONSORED ADR | 1.49M | SH | $74.34M 10.41% | 1.49M | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 2.43M | SH | $71.85M 10.07% | 2.43M | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 1.23M | SH | $56.75M 7.95% | 1.23M | 0.00 | 0.00 |
CHAMPION HOMES INCSOLE | COM | 632.37K | SH | $55.72M 7.81% | 632.37K | 0.00 | 0.00 |
AUTOLUS THERAPEUTICS LTDSOLE | SPON ADS | 33.62M | SH | $53.79M 7.54% | 33.62M | 0.00 | 0.00 |
CLEARPOINT NEURO INCSOLE | COM | 2.38M | SH | $42.39M 5.94% | 2.38M | 0.00 | 0.00 |
GRUPO SUPERVIELLE S.A.SOLE | SPONSORED ADR | 4.25M | SH | $41.05M 5.75% | 4.25M | 0.00 | 0.00 |
CARIS LIFE SCIENCES INCSOLE | COM | 1.94M | SH | $34.52M 4.84% | 1.94M | 0.00 | 0.00 |
ANNEXON INCSOLE | COM | 5.86M | SH | $33.47M 4.69% | 5.86M | 0.00 | 0.00 |
STANDARD BIOTOOLS INCSOLE | COM | 28.81M | SH | $23.71M 3.32% | 28.81M | 0.00 | 0.00 |
COMSTOCK INCSOLE | COM SHS | 5.19M | SH | $21.59M 3.02% | 5.19M | 0.00 | 0.00 |
CRYOPORT INCSOLE | COM PAR $0.001 | 1.28M | SH | $20.05M 2.81% | 1.28M | 0.00 | 0.00 |
HONEST CO INCSOLE | COM | 4.78M | SH | $17.48M 2.45% | 4.78M | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 536.83K | SH | $16.21M 2.27% | 536.83K | 0.00 | 0.00 |
PERMA-FIX ENVIRONMENTAL SVCSSOLE | COM NEW | 1.03M | SH | $14.76M 2.07% | 1.03M | 0.00 | 0.00 |
YATRA ONLINE INCSOLE | ORD SHS | 12.17M | SH | $11.47M 1.61% | 12.17M | 0.00 | 0.00 |