MAK CAPITAL ONE LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$908.8M
Holdings
21
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SKYCHAMPION HOMES INC | 3,500,000 | $295.8M | 32.54% | Put |
| 2 | AGYSAGILYSYS INC | 1,520,330 | $180.7M | 19.88% | Put |
| 3 | GGALGRUPO FINANCIERO GALICIA S.A | 1,343,488 | $72.5M | 7.97% | |
| 4 | QCOMQUALCOMM INC | 394,012 | $67.4M | 7.42% | |
| 5 | AUTLAUTOLUS THERAPEUTICS PLC | 30,005,343 | $59.7M | 6.57% | |
| 6 | SUPVGRUPO SUPERVIELLE S.A. | 4,000,000 | $47.3M | 5.20% | |
| 7 | COURCOURSERA INC | 3,751,368 | $27.6M | 3.04% | |
| 8 | FLBSTANDARD BIOTOOLS INC | 19,288,158 | $24.7M | 2.72% | |
| 9 | UDMYUDEMY INC | 3,769,762 | $22.1M | 2.43% | |
| 10 | YTRAYATRA ONLINE INC | 12,170,301 | $21.7M | 2.38% | |
| 11 | ANNXANNEXON INC | 2,958,527 | $14.9M | 1.63% | |
| 12 | PESIPERMA-FIX ENVIRONMENTAL SVCS | 918,673 | $11.6M | 1.27% | |
| 13 | CYRXCRYOPORT INC | 1,199,225 | $11.5M | 1.27% | |
| 14 | HNSTHONEST CO INC | 3,528,704 | $9.1M | 1.00% | |
| 15 | CVECENOVUS ENERGY INC | 536,832 | $9.1M | 1.00% | |
| 16 | TALKTALKSPACE INC | 2,215,336 | $8.0M | 0.88% | |
| 17 | DAWNDAY ONE BIOPHARMACEUTICALS I | 826,205 | $7.7M | 0.85% | |
| 18 | SMRTSMARTRENT INC | 3,577,973 | $7.2M | 0.80% | |
| 19 | MITKMITEK SYS INC | 634,099 | $6.7M | 0.74% | |
| 20 | VPGVISHAY PRECISION GROUP INC | 51,226 | $2.0M | 0.22% | |
| 21 | DAVAENDAVA PLC | 283,076 | $1.8M | 0.20% |