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The Analysis of MAK CAPITAL ONE LLC's Holdings & P&L

Currently, MAK CAPITAL ONE LLC holds 21 types of securities in its portfolio with a total value $604.3M. In the most recent quarter, they have increased their positions in ACHC (+2.4M shares, valued at $56.9M), N/A (+5.8M shares, valued at $17.6M), CLPT (+1.9M shares, valued at $17.3M); decreased their positions in SKY (-717.6K shares, valued at $53.4M), UDMY (-111.2K shares, valued at $513.9K); initiated new positions in ACHC (+2.4M shares, valued at $56.9M), N/A (+5.8M shares, valued at $17.6M), CLPT (+1.9M shares, valued at $17.3M).

1M P&L

+45.2M+7.78%

3M P&L

-28.2M-4.32%

HY P&L

-40.2M-6.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Residential Construction169.0M

22.7%

2Software - Application155.7M

20.9%

3Banks - Regional119.7M

16.1%

Top Industries by Stock Count

1Software - Application3 stocks

14.3%

2Biotechnology3 stocks

14.3%

3Education & Training Services2 stocks

9.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SKY CHAMPION HOMES INC1.3M shares-35.88%2026-03-312026-05-15

AGYS AGILYSYS INC1.2M shares0.00%2026-03-312026-05-15

GGAL GRUPO FINANCIERO GALICIA S.A1.4M shares6.37%2026-03-312026-05-15

ACHC ACADIA HEALTHCARE COMPANY IN2.4M sharesnew addition2026-03-312026-05-15

AUTL AUTOLUS THERAPEUTICS LTD33.6M shares12.05%2026-03-312026-05-15

SUPV GRUPO SUPERVIELLE S.A.4.3M shares6.25%2026-03-312026-05-15

COUR COURSERA INC5.6M shares49.78%2026-03-312026-05-15

ANNX ANNEXON INC4.7M shares59.68%2026-03-312026-05-15

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LAB STANDARD BIOTOOLS INC26.2M shares35.69%2026-03-312026-05-15

COMSTOCK INC COMSTOCK INC5.8M sharesnew addition2026-03-312026-05-15

CLPT CLEARPOINT NEURO INC1.9M sharesnew addition2026-03-312026-05-15

UDMY UDEMY INC3.7M shares-2.95%2026-03-312026-05-15

CVE CENOVUS ENERGY INC536.8K shares0.00%2026-03-312026-05-15

HNST HONEST CO INC4.8M shares35.35%2026-03-312026-05-15

YTRA YATRA ONLINE INC12.2M shares0.00%2026-03-312026-05-15

CYRX CRYOPORT INC1.4M shares18.68%2026-03-312026-05-15

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PESI PERMA-FIX ENVIRONMENTAL SVCS918.7K shares0.00%2026-03-312026-05-15

PLX PROTALIX BIOTHERAPEUTICS INC3.5M sharesnew addition2026-03-312026-05-15

QURE UNIQURE NV441.2K sharesnew addition2026-03-312026-05-15

FVRR FIVERR INTL LTD80.5K sharesnew addition2026-03-312026-05-15

SGMO SANGAMO THERAPEUTICS INC561.5K sharesnew addition2026-03-312026-05-15

SKY

CHAMPION HOMES INC

-35.88%

Shares1.3M

Event2026-03-31

Filed2026-05-15

AGYS

AGILYSYS INC

0.00%

Shares1.2M

Event2026-03-31

Filed2026-05-15

GGAL

GRUPO FINANCIERO GALICIA S.A

6.37%

Shares1.4M

Event2026-03-31

Filed2026-05-15

ACHC

ACADIA HEALTHCARE COMPANY IN

New

Shares2.4M

Event2026-03-31

Filed2026-05-15

AUTL

AUTOLUS THERAPEUTICS LTD

12.05%

Shares33.6M

Event2026-03-31

Filed2026-05-15

SUPV

GRUPO SUPERVIELLE S.A.

6.25%

Shares4.3M

Event2026-03-31

Filed2026-05-15

COUR

COURSERA INC

49.78%

Shares5.6M

Event2026-03-31

Filed2026-05-15

ANNX

ANNEXON INC

59.68%

Shares4.7M

Event2026-03-31

Filed2026-05-15

LAB

STANDARD BIOTOOLS INC

35.69%

Shares26.2M

Event2026-03-31

Filed2026-05-15

COMSTOCK INC

New

Shares5.8M

Event2026-03-31

Filed2026-05-15

CLPT

CLEARPOINT NEURO INC

New

Shares1.9M

Event2026-03-31

Filed2026-05-15

UDMY

UDEMY INC

-2.95%

Shares3.7M

Event2026-03-31

Filed2026-05-15

CVE

CENOVUS ENERGY INC

0.00%

Shares536.8K

Event2026-03-31

Filed2026-05-15

HNST

HONEST CO INC

35.35%

Shares4.8M

Event2026-03-31

Filed2026-05-15

YTRA

YATRA ONLINE INC

0.00%

Shares12.2M

Event2026-03-31

Filed2026-05-15

CYRX

CRYOPORT INC

18.68%

Shares1.4M

Event2026-03-31

Filed2026-05-15

PESI

PERMA-FIX ENVIRONMENTAL SVCS

0.00%

Shares918.7K

Event2026-03-31

Filed2026-05-15

PLX

PROTALIX BIOTHERAPEUTICS INC

New

Shares3.5M

Event2026-03-31

Filed2026-05-15

QURE

UNIQURE NV

New

Shares441.2K

Event2026-03-31

Filed2026-05-15

FVRR

FIVERR INTL LTD

New

Shares80.5K

Event2026-03-31

Filed2026-05-15

SGMO

SANGAMO THERAPEUTICS INC

New

Shares561.5K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

SKY Put PutCHAMPION HOMES INC1.0M shares-33.33%2026-03-312026-05-15

SKY Put

CHAMPION HOMES INC

-33.33%

Shares1.0M

Event2026-03-31

Filed2026-05-15