MAK CAPITAL ONE LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AUTOLUS THERAPEUTICS PLC | 0 | 26,017,616 | +26,017,616 | 0 | 42,408,714 | 8.46% | +42,408,714 |
| PROS HOLDINGS INC | 665,383 | 1,413,426 | +748,043 | 10,419,898 | 32,381,590 | 6.46% | +21,961,692 |
| CHAMPION HOMES INC(SKY)(Put) | 1,500,000 | 1,500,000 | 0 | 93,915,000 | 114,555,000 | — | +20,640,000 |
| STANDARD BIOTOOLS INC | 5,597,422 | 15,931,806 | +10,334,384 | 6,716,906 | 20,711,348 | 4.13% | +13,994,442 |
| DAY ONE BIOPHARMACEUTICALS I | 0 | 1,448,461 | +1,448,461 | 0 | 10,211,650 | 2.04% | +10,211,650 |
| CRYOPORT INC | 0 | 818,162 | +818,162 | 0 | 7,756,176 | 1.55% | +7,756,176 |
| PERMA-FIX ENVIRONMENTAL SVCS | 92,610 | 815,576 | +722,966 | 974,257 | 8,237,318 | 1.64% | +7,263,061 |
| YATRA ONLINE INC | 12,170,301 | 12,170,301 | 0 | 11,857,524 | 17,038,421 | 3.40% | +5,180,897 |
| HEIDRICK & STRUGGLES INTL IN | 1,211,498 | 1,213,762 | +2,264 | 55,438,148 | 60,408,935 | 12.05% | +4,970,787 |
| SMARTRENT INC | 0 | 2,863,923 | +2,863,923 | 0 | 4,038,131 | 0.81% | +4,038,131 |
| AGILYSYS INC(AGYS)(Put) | 327,600 | 327,600 | 0 | 37,556,064 | 34,479,900 | — | -3,076,164 |
| PDF SOLUTIONS INC(PDFS) | 160,020 | 0 | -160,020 | 3,421,228 | 0 | — | -3,421,228 |
| CHAMPION HOMES INC(SKY) | 2,500,000 | 2,000,000 | -500,000 | 156,525,000 | 152,740,000 | 30.47% | -3,785,000 |
| GRUPO SUPERVIELLE S.A.(SUPV) | 2,925,268 | 4,000,000 | +1,074,732 | 30,978,588 | 19,800,000 | 3.95% | -11,178,588 |
| AGILYSYS INC(AGYS) | 1,192,730 | 1,192,730 | 0 | 136,734,567 | 125,534,833 | 25.04% | -11,199,734 |
| COTERRA ENERGY INC | 900,000 | 0 | -900,000 | 22,842,000 | 0 | — | -22,842,000 |
| LOMA NEGRA C I A S A MTN 14 | 2,175,152 | 0 | -2,175,152 | 23,861,417 | 0 | — | -23,861,417 |
| ICON PLC(ICLR) | 184,087 | 0 | -184,087 | 26,775,454 | 0 | — | -26,775,454 |
| AUTOLUS THERAPEUTICS PLC | 16,955,098 | 0 | -16,955,098 | 38,657,623 | 0 | — | -38,657,623 |
| INTEL CORP(INTC) | 1,853,800 | 0 | -1,853,800 | 41,525,120 | 0 | — | -41,525,120 |