13F-HR filed by MAK CAPITAL ONE LLC
MAK CAPITAL ONE LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 23 holding rows worth $908,833,403.
- Accession
- 0001013594-26-000253
- Filer
- CIK 1385702
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 23 entries on the cover page, a total value of $908,833,403 stated on the cover page (in dollars after the unit check, H1), rows summing to $908,833,403 with VALUE read as dollars as filed, 13F file number 028-12344. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CHAMPION HOMES INC | 830830105 | COM | 2,000,000 | $169,000,000 | dollars as filed | |
| AGILYSYS INC | 00847J105 | COM | 1,192,730 | $141,744,033 | dollars as filed | |
| CHAMPION HOMES INC | 830830105 | COM | 1,500,000 | $126,750,000 | dollars as filed | put |
| GRUPO FINANCIERO GALICIA | 399909100 | SPONSORED ADR | 1,343,488 | $72,467,743 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 394,012 | $67,395,753 | dollars as filed | |
| AUTOLUS THERAPEUTICS PLC SPON | 05280R100 | COM | 30,005,343 | $59,710,633 | dollars as filed | |
| GRUPO SUPERVIELLE S.A. | 40054A108 | CMN | 4,000,000 | $47,280,000 | dollars as filed | |
| AGILYSYS INC | 00847J105 | COM | 327,600 | $38,931,984 | dollars as filed | put |
| COURSERA INC COM | 22266M104 | Stock | 3,751,368 | $27,610,068 | dollars as filed | |
| STANDARD BIOTOOLS INC | 34385P108 | COM | 19,288,158 | $24,688,842 | dollars as filed | |
| UDEMY INC COM | 902685106 | Stock | 3,769,762 | $22,053,108 | dollars as filed | |
| Yatra Online Incorporated Ord SHS | G98338109 | Common Stock | 12,170,301 | $21,663,136 | dollars as filed | |
| ANNEXON INC | 03589W102 | COM | 2,958,527 | $14,851,806 | dollars as filed | |
| PERMA FIX ENVIRONMENTAL SVCS | 714157203 | COMMON STOCK | 918,673 | $11,566,093 | dollars as filed | |
| CRYOPORT INC COM PAR $0.001 | 229050307 | Stock | 1,199,225 | $11,512,560 | dollars as filed | |
| HONEST CO INC | 438333106 | COM | 3,528,704 | $9,104,056 | dollars as filed | |
| CENOVUS ENERGY INC | 15135U109 | COM | 536,832 | $9,083,197 | dollars as filed | |
| TALKSPACE INC | 87427V103 | COM | 2,215,336 | $8,041,670 | dollars as filed | |
| Day One Biopharmaceuticals Inc | 23954D109 | Common Stock | 826,205 | $7,700,231 | dollars as filed | |
| SMARTRENT INC | 83193G107 | COMMON STOCK | 3,577,973 | $7,227,505 | dollars as filed | |
| MITEK SYS INC | 606710200 | COM NEW | 634,099 | $6,689,744 | dollars as filed | |
| VISHAY PRECISION GROUP INC | 92835K103 | COM | 51,226 | $1,972,201 | dollars as filed | |
| ENDAVA PLC ADS | 29260V105 | ADR | 283,076 | $1,789,040 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001013594-26-000253 | this filing | 2026-02-17 | acceptance time not in the bulk data set |