DOSSIER · 13F-HR · Q1 2026

MAK CAPITAL ONE LLC

MAK ONE's hedge fund based in Chicago, IL — $679M in tracked AUM across 22 positions as of Q1 2026.

MO

MAK ONE·Chicago, IL·Hedge Fund

CIK 0001385702 · last filed Mar 31, 2026

Total AUM

$679M

▲ 5.9%

vs prior

Holdings

22

—

positions

Whale Score

73

73

strong

Activity

—

no data

changes this Q

Top sector

Tech

15% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: MAK CAPITAL ONE LLC

Report Period: Q3 2025 (Ended September 30, 2025) Total Portfolio Value: $306.60 Million

1. Portfolio Overview

MAK CAPITAL ONE LLC has undergone a substantial transformation in its portfolio composition during the third quarter of 2025. The firm executed a drastic reduction in portfolio size, with total assets under management (AUM) plummeting by 56.1%, declining from $698.20 million to $306.60 million. This red...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

CHAMPION HOMES INC

$170M2.3M25.0%

02

AGILYSYS INC

$85M1.2M12.5%

03

GRUPO FINANCIERO GALICIA S.A

$67M1.4M9.8%

04

ACADIA HEALTHCARE COMPANY IN

$57M2.4M8.4%

05

AUTOLUS THERAPEUTICS LTD

$46M33.6M6.8%

06

GRUPO SUPERVIELLE S.A.

$40M4.3M5.9%

07

COURSERA INC

$33M5.6M4.8%

08

ANNEXON INC

$26M4.7M3.9%

09

STANDARD BIOTOOLS INC

$24M26.2M3.5%

10

COMSTOCK INC

$18M5.8M2.6%

Filing history

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