Mak Capital One LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Mak Capital One LLC disclosed 10 US equity positions worth $489.4m in its Q3 2024 13F filing. The largest position was SKY at 48.5% of the reported book, followed by AGYS and HSI.
What did Mak Capital One LLC own in Q3 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SKY CHAMPION HOMES INC | Consumer Cyclical | 48.5% | $237.1m | 2,500,000 | – | |
| 2 | AGYS AGILYSYS INC | Technology | 26.6% | $130.0m | 1,192,730 | – | |
| 3 | HSI HEIDRICK & STRUGGLES INTL IN | 7.9% | $38.8m | 997,508 | – | ||
| 4 | LOMA LOMA NEGRA C I A S A MTN 14 | 4.4% | $21.4m | 2,656,857 | – | ||
| 5 | YTRA YATRA ONLINE INC | 4.2% | $20.8m | 12,170,301 | – | ||
| 6 | SUPV GRUPO SUPERVIELLE S.A. | Financial Services | 4.0% | $19.4m | 2,728,274 | – | |
| 7 | SBSW SIBANYE STILLWATER LTD | Basic Materials | 2.7% | $13.0m | 3,161,866 | – | |
| 8 | IE IVANHOE ELECTRIC INC | 1.6% | $8.0m | 949,571 | – | ||
| 9 | HTOO FUSION FUEL GREEN PLC | 0.2% | $872.1k | 1,700,000 | – | ||
| 10 | FUSION FUEL GREEN PLC | 0.0% | $59.4k | 1,042,118 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.