# MAK CAPITAL ONE LLC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1385702.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $713.8m
- Positions: 17 (17 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1385702/000101359426000909/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AGILYSYS INC (AGYS)](/companies/agys.md) | COM | $124.6m | 17.5% | 1,192,730 |  | Unchanged |
| [GRUPO FINANCIERO GALICIA S.A (GGAL)](/companies/ggal.md) | SPONSORED ADR | $74.3m | 10.4% | 1,485,875 |  | Added +56,800 |
| [ACADIA HEALTHCARE COMPANY IN (ACHC)](/companies/achc.md) | COM | $71.8m | 10.1% | 2,432,962 |  | Unchanged |
| UNIQURE NV | SHS | $56.7m | 8.0% | 1,232,051 |  | Added +790,846 |
| [CHAMPION HOMES INC (SKY)](/companies/sky.md) | COM | $55.7m | 7.8% | 632,374 |  | Reduced −650,000 |
| [AUTOLUS THERAPEUTICS LTD (AUTL)](/companies/autl.md) | SPON ADS | $53.8m | 7.5% | 33,621,487 |  | Unchanged |
| [CLEARPOINT NEURO INC (CLPT)](/companies/clpt.md) | COM | $42.4m | 5.9% | 2,375,861 |  | Added +474,372 |
| [GRUPO SUPERVIELLE S.A. (SUPV)](/companies/supv.md) | SPONSORED ADR | $41.1m | 5.8% | 4,250,000 |  | Unchanged |
| [CARIS LIFE SCIENCES INC (CAI)](/companies/cai.md) | COM | $34.5m | 4.8% | 1,937,229 |  | New +1,937,229 |
| [ANNEXON INC (ANNX)](/companies/annx.md) | COM | $33.5m | 4.7% | 5,862,180 |  | Added +1,138,137 |
| [STANDARD BIOTOOLS INC (LAB)](/companies/lab.md) | COM | $23.7m | 3.3% | 28,813,904 |  | Added +2,641,278 |
| [COMSTOCK INC (LODE)](/companies/lode.md) | COM SHS | $21.6m | 3.0% | 5,190,177 |  | Reduced −573,552 |
| [CRYOPORT INC (CYRX)](/companies/cyrx.md) | COM PAR $0.001 | $20.1m | 2.8% | 1,277,359 |  | Reduced −145,906 |
| [HONEST CO INC (HNST)](/companies/hnst.md) | COM | $17.5m | 2.4% | 4,776,088 |  | Unchanged |
| [CENOVUS ENERGY INC (CVE)](/companies/cve.md) | COM | $16.2m | 2.3% | 536,832 |  | Unchanged |
| [PERMA-FIX ENVIRONMENTAL SVCS (PESI)](/companies/pesi.md) | COM NEW | $14.8m | 2.1% | 1,032,958 |  | Added +114,285 |
| YATRA ONLINE INC | ORD SHS | $11.5m | 1.6% | 12,170,301 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CHAMPION HOMES INC (SKY)](/companies/sky.md) | COM | $0 | 0.0% | 0 | Put | Sold out −1,000,000 |
| [COURSERA INC (COUR)](/companies/cour.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,618,749 |
| FIVERR INTL LTD | ORD SHS | $0 | 0.0% | 0 |  | Sold out −80,479 |
| [PROTALIX BIOTHERAPEUTICS INC (PLX)](/companies/plx.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,544,139 |
| [SANGAMO THERAPEUTICS INC (SGMOQ)](/companies/sgmoq.md) | COM | $0 | 0.0% | 0 |  | Sold out −561,538 |
| UDEMY INC | COM | $0 | 0.0% | 0 |  | Sold out −3,658,520 |

Source: SEC EDGAR, Form 13F-HR, accession 0001013594-26-000909. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.