Mak Capital One LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Mak Capital One LLC disclosed 12 US equity positions worth $501.3m in its Q3 2025 13F filing. The largest position was SKY at 30.5% of the reported book, followed by AGYS and HSI. Against the Q2 2025 filing, it opened 3 new positions, added to 5 and reduced 1 among the top 12 holdings.
What did Mak Capital One LLC own in Q3 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SKY CHAMPION HOMES INC | Consumer Cyclical | 30.5% | $152.7m | 2,000,000 | -20% | reduced |
| 2 | AGYS AGILYSYS INC | Technology | 25.0% | $125.5m | 1,192,730 | 0% | held |
| 3 | HSI HEIDRICK & STRUGGLES INTL IN | 12.1% | $60.4m | 1,213,762 | 0% | held | |
| 4 | AUTL AUTOLUS THERAPEUTICS PLC | Healthcare | 8.5% | $42.4m | 26,017,616 | 53% | added |
| 5 | PRO PROS HOLDINGS INC | 6.5% | $32.4m | 1,413,426 | 112% | added | |
| 6 | LAB STANDARD BIOTOOLS INC | Healthcare | 4.1% | $20.7m | 15,931,806 | 185% | added |
| 7 | SUPV GRUPO SUPERVIELLE S.A. | Financial Services | 3.9% | $19.8m | 4,000,000 | 37% | added |
| 8 | YTRA YATRA ONLINE INC | 3.4% | $17.0m | 12,170,301 | 0% | held | |
| 9 | DAWNGBX DAY ONE BIOPHARMACEUTICALS I | 2.0% | $10.2m | 1,448,461 | – | new | |
| 10 | PESI PERMA-FIX ENVIRONMENTAL SVCS | 1.6% | $8.2m | 815,576 | 781% | added | |
| 11 | CYRX CRYOPORT INC | Industrials | 1.5% | $7.8m | 818,162 | – | new |
| 12 | SMRT SMARTRENT INC | 0.8% | $4.0m | 2,863,923 | – | 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.