Skip to content
Disclosery

MAK CAPITAL ONE LLC

Follow

13F filer, CIK 1385702, NEW YORK, NY

MAK CAPITAL ONE LLC reported $653,581,633 across 10 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001013594-25-000299

Period
2024-12-31
Reported value
$654M
Holdings
10
Top 10 weight
100%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SBSWadded+407,451$1.34M
LASRnew+69,492$729K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IEexited-949,571-$8.03M
FUSION FUEL GREEN PLCexited-1,700,000-$872K
FUSION FUEL GREEN PLCexited-1,042,118-$59.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001013594-25-000299, largest first. % of portfolio is the value over $522,333,436, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SKYCHAMPION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500,000 shares; 2024Q4: 2,500,000 shares 2,500,000$220M42.17%0Timeline
AGYSAGILYSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192,730 shares; 2024Q4: 1,192,730 shares 1,192,730$157M30.08%0Timeline
HSIIHEIDRICK & STRUGGLES INTL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,508 shares; 2024Q4: 997,508 shares 997,508$44.2M8.46%0Timeline
SUPVGRUPO SUPERVIELLE S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728,274 shares; 2024Q4: 2,728,274 shares 2,728,274$41.2M7.89%0Timeline
LOMALOMA NEGRA C I A S A MTN 14Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656,857 shares; 2024Q4: 2,656,857 shares 2,656,857$31.7M6.07%0Timeline
YTRAYATRA ONLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,170,301 shares; 2024Q4: 12,170,301 shares 12,170,301$15.3M2.94%0Timeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,161,866 shares; 2024Q4: 3,569,317 shares 3,569,317$11.8M2.26%+407,451Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,492 shares 69,492$729K0.14%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SKYCHAMPION HOMES INC COMput1,000,000$88.1Mnew
AGYSAGILYSYS INC COMput327,600$43.1Mnew

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IEIVANHOE ELECTRIC INC949,571$8.03Mshares
FUSION FUEL GREEN PLCFUSION FUEL GREEN PLC1,700,000$872Kshares
FUSION FUEL GREEN PLCFUSION FUEL GREEN PLC1,042,118$59.4Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001013594-25-000299 base2025-02-14acceptance time not in the bulk data set