MAK CAPITAL ONE LLC

CIK 0001385702 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

MAK CAPITAL ONE LLC reported 17 positions worth $713.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AGYS (17.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$713.8M
2026 Q2
Positions
17
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
82.5%
Est. Net Flow (Q)
2026 Q2
10 / 17 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AGYSAGILYSYS INCSH$124.6M17.46%1,192,730
2GGALGRUPO FINANCIERO GALICIA S.ASH$74.3M10.41%1,485,875
3ACHCACADIA HEALTHCARE COMPANY INSH$71.8M10.07%2,432,962
4QUREUNIQURE NVSH$56.7M7.95%1,232,051
5SKYCHAMPION HOMES INCSH$55.7M7.81%632,374
6AUTLAUTOLUS THERAPEUTICS LTDSH$53.8M7.54%33,621,487
7CLPTCLEARPOINT NEURO INCSH$42.4M5.94%2,375,861
8SUPVGRUPO SUPERVIELLE S.A.SH$41.1M5.75%4,250,000
9CAICARIS LIFE SCIENCES INCSH$34.5M4.84%1,937,229
10ANNXANNEXON INCSH$33.5M4.69%5,862,180

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MAK CAPITAL ONE LLC hold as of Q2 2026?

MAK CAPITAL ONE LLC reported 17 positions worth $713.8M in its Q2 2026 13F filing. Largest positions: AGYS (17.5%), GGAL (10.4%), ACHC (10.1%), QURE (8.0%) and SKY (7.8%).

What did MAK CAPITAL ONE LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MAK CAPITAL ONE LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.