MAK CAPITAL ONE LLC

Fundamental concentrated ★Signal CIK 1385702
League rank
#192
in Fundamental concentrated · #321 overall
Long book
$604.3M
Q1 2026
Positions
21
Top-10 weight
81%
concentration
Last quarter
+24.9%
SPY +14.8%
Turnover
50%
of book per quarter

Strategy in plain words

auto-generated from filings

MAK CAPITAL ONE LLC is a concentrated fundamental stock-picker, running a $604.3M US long book across 21 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: CHAMPION HOMES INC, AGILYSYS INC, GRUPO FINANCIERO GALICIA-ADR, ACADIA HEALTHCARE CO INC, AUTOLUS THERAPEUTICS PLC.

Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-3.3%
Q2 2024
+24.4%
Q3 2024
+7.5%
Q4 2024
-13.3%
Q1 2025
-8.7%
Q2 2025
+3.8%
Q3 2025
+19.5%
Q4 2025
-20.1%
Q1 2026
+24.9%

Sector allocation

Healthcare
34%
Other
29%
Technology
26%
Energy
3%
Consumer discretionary
3%
Industrials
3%
Utilities
2%
Services media
0%

Long book by quarter

$504.4M
Q1 2024
$417.8M
Q2 2024
$489.4M
Q3 2024
$522.3M
Q4 2024
$470.2M
Q1 2025
$566.7M
Q2 2025
$501.3M
Q3 2025
$743.2M
Q4 2025
$604.3M
Q1 2026

What does MAK CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
SKY CHAMPION HOMES INCOther1.3M$95.4M15.8%-35.9%
AGYS AGILYSYS INCTechnology1.2M$84.9M14.0%Held
ACHC ACADIA HEALTHCARE CO INCHealthcare2.4M$56.9M9.4%New
COUR COURSERA INCTechnology5.6M$32.7M5.4%+49.8%
ANNX ANNEXON INCHealthcare4.7M$26.2M4.3%+59.7%
LAB STANDARD BIOTOOLS INCHealthcare26.2M$24.1M4.0%+35.7%
LODE COMSTOCK INCOther5.8M$17.6M2.9%New
CLPT CLEARPOINT NEURO INCHealthcare1.9M$17.3M2.9%New
7WH UDEMY INC3.7M$16.9M2.8%-3.0%
CVE CENOVUS ENERGY INCEnergy536.8K$14.2M2.4%Held
HNST HONEST CO INC/THEConsumer discretionary4.8M$14.0M2.3%+35.3%
YTRA YATRA ONLINE INCIndustrials12.2M$13.5M2.2%Held
CYRX CRYOPORT INCHealthcare1.4M$11.8M2.0%+18.7%
PESI PERMA-FIX ENVIRONMENTAL SVCSUtilities918.7K$9.8M1.6%Held
PLX PROTALIX BIOTHERAPEUTICS INCHealthcare3.5M$7.7M1.3%New
QURE UNIQURE NVHealthcare441.2K$7.2M1.2%New
FVRR FIVERR INTERNATIONAL LTDServices media80.5K$806K0.1%New
SGMOQ SANGAMO THERAPEUTICS INCHealthcare561.5K$139K0.0%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202622$678.7M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202623$908.8M canonicalSEC ↗
Q3 202513F-HRNov 14, 202514$650.3M canonicalSEC ↗
Q2 202513F-HRAug 14, 202516$698.2M canonicalSEC ↗
Q1 202513F-HRMay 15, 202510$588.8M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202510$653.6M canonicalSEC ↗
Q3 202413F-HRNov 14, 202410$489.4M canonicalSEC ↗
Q2 202413F-HRAug 14, 20249$417.8M canonicalSEC ↗
Q1 202413F-HRMay 15, 202410$504.4M canonicalSEC ↗