Latest MAK CAPITAL ONE LLC Stock Portfolio
$540Million
Equity Portfolio Value
Last Reported on: 14 Feb, 2024
About MAK CAPITAL ONE LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MAK CAPITAL ONE LLC reported an equity portfolio of $540.9 Millions as of 31 Dec, 2023.
The top stock holdings of MAK CAPITAL ONE LLC are AGYS, SKY, YTRA. The fund has invested 52.1% of it's portfolio in AGILYSYS INC and 41.2% of portfolio in SKYLINE CHAMPION CORPORATION.
The fund managers got completely rid off CENOVUS ENERGY INC (CVE), UPWORK INC (UPWK) and PELOTON INTERACTIVE INC (PTON) stocks. They significantly reduced their stock positions in FUSION FUEL GREEN PLC (HTOO) and AGILYSYS INC (AGYS). MAK CAPITAL ONE LLC opened new stock positions in MATCH GROUP INC NEW (MTCH). The fund showed a lot of confidence in some stocks as they added substantially to IVANHOE ELECTRIC INC (IE).
The top stock holdings of MAK CAPITAL ONE LLC are AGYS, SKY, YTRA. The fund has invested 52.1% of it's portfolio in AGILYSYS INC and 41.2% of portfolio in SKYLINE CHAMPION CORPORATION.
The fund managers got completely rid off CENOVUS ENERGY INC (CVE), UPWORK INC (UPWK) and PELOTON INTERACTIVE INC (PTON) stocks. They significantly reduced their stock positions in FUSION FUEL GREEN PLC (HTOO) and AGILYSYS INC (AGYS). MAK CAPITAL ONE LLC opened new stock positions in MATCH GROUP INC NEW (MTCH). The fund showed a lot of confidence in some stocks as they added substantially to IVANHOE ELECTRIC INC (IE).
New Buys
| Ticker | $ Bought |
|---|---|
| MATCH GROUP INC NEW | 1,278,740 |
New stocks bought by MAK CAPITAL ONE LLC
Additions
| Ticker | % Inc. |
|---|---|
| IVANHOE ELECTRIC INC | 30.2 |
Additions to existing portfolio by MAK CAPITAL ONE LLC
Reductions
| Ticker | % Reduced |
|---|---|
| FUSION FUEL GREEN PLC | -15.00 |
| AGILYSYS INC | -12.42 |
MAK CAPITAL ONE LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| DIRTT ENVIRONMENTAL SOLUTION | -1,356,750 |
| CENOVUS ENERGY INC | -36,022,600 |
| UPWORK INC | -15,528,300 |
| PELOTON INTERACTIVE INC | -4,932,360 |
| GENASYS INC | -1,263,910 |
MAK CAPITAL ONE LLC got rid off the above stocks
Current Stock Holdings of MAK CAPITAL ONE LLC
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AGYS | AGILYSYS INC | 52.13 | 3,324,580 | 281,991,000 | REDUCED | -12.42 | |
| CVE | CENOVUS ENERGY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DRTT | DIRTT ENVIRONMENTAL SOLUTION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GNSS | GENASYS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HTOO | FUSION FUEL GREEN PLC | 0.35 | 1,700,000 | 1,904,000 | REDUCED | -15.00 | |
| HTOO | FUSION FUEL GREEN PLC | 0.02 | 1,042,120 | 99,314 | UNCHANGED | 0.00 | |
| IE | IVANHOE ELECTRIC INC | 2.40 | 1,289,100 | 12,994,200 | ADDED | 30.2 | |
| MTCH | MATCH GROUP INC NEW | 0.24 | 35,034 | 1,278,740 | NEW | ||
| PTON | PELOTON INTERACTIVE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SKY | SKYLINE CHAMPION CORPORATION | 41.19 | 3,000,000 | 222,780,000 | UNCHANGED | 0.00 | |
| UPWK | UPWORK INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| YTRA | YATRA ONLINE INC | 3.67 | 12,170,300 | 19,837,600 | UNCHANGED | 0.00 |