Mak Capital One Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Mak Capital One Llc disclosed 16 stock positions valued at approximately $713.79M as of quarter-end June 30, 2026. The largest holdings include AGILYSYS INC, GRUPO FINANCIERO GALICIA S.A, and ACADIA HEALTHCARE COMPANY IN.
- Report Period
- June 30, 2026
- No. of Stocks
- 16
- Portfolio Value
- $713.79M
Holdings by Sector
Mak Capital One Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AGILYSYS INC | AGYS | Technology | 17.46% | 1,192,730 | - | - | $124,640,285 |
| GRUPO FINANCIERO GALICIA S.A | GGAL | Financial Services | 10.41% | 1,485,875 | +56,800 | +3.97% | $74,338,326 |
| ACADIA HEALTHCARE COMPANY IN | ACHC | Healthcare | 10.07% | 2,432,962 | - | - | $71,845,368 |
| UNIQURE NV | QURE | Other | 7.95% | 1,232,051 | +790,846 | +179.25% | $56,748,269 |
| CHAMPION HOMES INC | SKY | Consumer Cyclical | 7.81% | 632,374 | -650,000 | -50.69% | $55,724,797 |
| AUTOLUS THERAPEUTICS LTD | AUTL | Healthcare | 7.54% | 33,621,487 | - | - | $53,794,379 |
| CLEARPOINT NEURO INC | CLPT | Healthcare | 5.94% | 2,375,861 | +474,372 | +24.95% | $42,385,360 |
| GRUPO SUPERVIELLE S.A. | SUPV | Financial Services | 5.75% | 4,250,000 | - | - | $41,055,000 |
| CARIS LIFE SCIENCES INC | CAI | Other | 4.84% | 1,937,229 | +1,937,229 | +100.00% | $34,521,421 |
| ANNEXON INC | ANNX | Healthcare | 4.69% | 5,862,180 | +1,138,137 | +24.09% | $33,473,048 |
| STANDARD BIOTOOLS INC | LAB | Healthcare | 3.32% | 28,813,904 | +2,641,278 | +10.09% | $23,705,199 |
| COMSTOCK INC | LODE | Other | 3.02% | 5,190,177 | -573,552 | -9.95% | $21,591,136 |
| CRYOPORT INC | CYRX | Industrials | 2.81% | 1,277,359 | -145,906 | -10.25% | $20,054,536 |
| HONEST CO INC | HNST | Consumer Defensive | 2.45% | 4,776,088 | - | - | $17,480,482 |
| CENOVUS ENERGY INC | CVE | Energy | 2.27% | 536,832 | - | - | $16,206,958 |
| PERMA-FIX ENVIRONMENTAL SVCS | PESI | Industrials | 2.07% | 1,032,958 | +114,285 | +12.44% | $14,760,970 |
Showing 16 of 16 holdings in the latest reporting period.