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MAK CAPITAL ONE LLC

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13F filer, CIK 1385702, NEW YORK, NY

MAK CAPITAL ONE LLC reported $678,690,951 across 22 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 81.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001013594-26-000603

Period
2026-03-31
Reported value
$679M
Holdings
22
Top 10 weight
81.23%
New
7
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACHCnew+2,432,962$56.9M
LODEnew+5,763,729$17.6M
CLPTnew+1,901,489$17.3M
COURadded+1,867,381$10.9M
ANNXadded+1,765,516$9.78M

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
QCOMexited-394,012-$67.4M
SKYreduced-717,626-$53.4M
TALKexited-2,215,336-$8.04M
DAWNexited-826,205-$7.7M
SMRTexited-3,577,973-$7.23M

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, Q1 2026

Share positions as resolved from 13F-HR 0001013594-26-000603, largest first. % of portfolio is the value over $604,320,951, 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; 2024Q2: restricted; 2024Q3: 2,500,000 shares; 2024Q4: 2,500,000 shares; 2025Q1: 2,500,000 shares; 2025Q2: 2,500,000 shares; 2025Q3: 2,000,000 shares; 2025Q4: 2,000,000 shares; 2026Q1: 1,282,374 shares 1,282,374$95.4M15.78%-717,626Timeline
AGYSAGILYSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192,730 shares; 2024Q4: 1,192,730 shares; 2025Q1: 1,192,730 shares; 2025Q2: 1,192,730 shares; 2025Q3: 1,192,730 shares; 2025Q4: 1,192,730 shares; 2026Q1: 1,192,730 shares 1,192,730$84.9M14.04%0Timeline
GGALGRUPO FINANCIERO GALICIA S.AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,343,488 shares; 2026Q1: 1,429,075 shares 1,429,075$66.8M11.05%+85,587Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,432,962 shares 2,432,962$56.9M9.42%newTimeline
AUTLAUTOLUS THERAPEUTICS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,955,098 shares; 2025Q3: 26,017,616 shares; 2025Q4: 30,005,343 shares; 2026Q1: 33,621,487 shares 33,621,487$46.4M7.68%+3,616,144Timeline
SUPVGRUPO SUPERVIELLE S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,728,274 shares; 2024Q4: 2,728,274 shares; 2025Q1: 2,728,274 shares; 2025Q2: 2,925,268 shares; 2025Q3: 4,000,000 shares; 2025Q4: 4,000,000 shares; 2026Q1: 4,250,000 shares 4,250,000$40.1M6.63%+250,000Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,751,368 shares; 2026Q1: 5,618,749 shares 5,618,749$32.7M5.41%+1,867,381Timeline
ANNXANNEXON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,958,527 shares; 2026Q1: 4,724,043 shares 4,724,043$26.2M4.33%+1,765,516Timeline
LABSTANDARD BIOTOOLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,774,721 shares; 2025Q2: 5,597,422 shares; 2025Q3: 15,931,806 shares; 2025Q4: 19,288,158 shares; 2026Q1: 26,172,626 shares 26,172,626$24.1M3.98%+6,884,468Timeline
LODECOMSTOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,763,729 shares 5,763,729$17.6M2.91%newTimeline
CLPTCLEARPOINT NEURO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,901,489 shares 1,901,489$17.3M2.86%newTimeline
UDMYUDEMY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,769,762 shares; 2026Q1: 3,658,520 shares 3,658,520$16.9M2.8%-111,242Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 536,832 shares; 2026Q1: 536,832 shares 536,832$14.2M2.36%0Timeline
HNSTHONEST CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,528,704 shares; 2026Q1: 4,776,088 shares 4,776,088$14M2.32%+1,247,384Timeline
YTRAYATRA ONLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,170,301 shares; 2024Q4: 12,170,301 shares; 2025Q1: 12,170,301 shares; 2025Q2: 12,170,301 shares; 2025Q3: 12,170,301 shares; 2025Q4: 12,170,301 shares; 2026Q1: 12,170,301 shares 12,170,301$13.5M2.24%0Timeline
CYRXCRYOPORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818,162 shares; 2025Q4: 1,199,225 shares; 2026Q1: 1,423,265 shares 1,423,265$11.8M1.95%+224,040Timeline
PESIPERMA-FIX ENVIRONMENTAL SVCSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,610 shares; 2025Q3: 815,576 shares; 2025Q4: 918,673 shares; 2026Q1: 918,673 shares 918,673$9.82M1.63%0Timeline
PLXPROTALIX BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,544,139 shares 3,544,139$7.69M1.27%newTimeline
QUREUNIQURE NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 441,205 shares 441,205$7.21M1.19%newTimeline
FVRRFIVERR INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,479 shares 80,479$806K0.13%newTimeline
SGMOSANGAMO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 561,538 shares 561,538$139K0.02%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$74.4M-500,000

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
QCOMQUALCOMM INC394,012$67.4Mshares
AGYSAGILYSYS INC327,600$38.9Mput
TALKTALKSPACE INC2,215,336$8.04Mshares
DAWNDAY ONE BIOPHARMACEUTICALS I826,205$7.7Mshares
SMRTSMARTRENT INC3,577,973$7.23Mshares
MITKMITEK SYS INC634,099$6.69Mshares
VPGVISHAY PRECISION GROUP INC51,226$1.97Mshares
DAVAENDAVA PLC283,076$1.79Mshares

How Q1 2026 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 0001013594-26-000603 base2026-05-15acceptance time not in the bulk data set