Mak Capital One LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Mak Capital One LLC disclosed 8 US equity positions worth $522.3m in its Q4 2024 13F filing. The largest position was SKY at 42.2% of the reported book, followed by AGYS and HSI. Against the Q3 2024 filing, it opened 1 new position, added to 1 and reduced 0 among the top 8 holdings.
What did Mak Capital One LLC own in Q4 2024? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SKY CHAMPION HOMES INC | Consumer Cyclical | 42.2% | $220.2m | 2,500,000 | 0% | held |
| 2 | AGYS AGILYSYS INC | Technology | 30.1% | $157.1m | 1,192,730 | 0% | held |
| 3 | HSI HEIDRICK & STRUGGLES INTL IN | 8.5% | $44.2m | 997,508 | 0% | held | |
| 4 | SUPV GRUPO SUPERVIELLE S.A. | Financial Services | 7.9% | $41.2m | 2,728,274 | 0% | held |
| 5 | LOMA LOMA NEGRA C I A S A MTN 14 | 6.1% | $31.7m | 2,656,857 | 0% | held | |
| 6 | YTRA YATRA ONLINE INC | 2.9% | $15.3m | 12,170,301 | 0% | held | |
| 7 | SBSW SIBANYE STILLWATER LTD | Basic Materials | 2.3% | $11.8m | 3,569,317 | 13% | added |
| 8 | LASR NLIGHT INC | Technology | 0.1% | $729.0k | 69,492 | – | new |
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.