$196 Million is the total value of MAK CAPITAL ONE LLC's 6 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGYS | Buy | AGILYSYS INC | $74,164,000 | +85.2% | 4,133,991 | +72.4% | 37.83% | +7.0% |
| CNQ | Buy | CANADIAN NAT RES LTD | $22,330,000 | +1283.5% | 1,281,110 | +975.3% | 11.39% | +699.8% |
| REPH | Buy | RECRO PHARMA INC | $4,570,000 | +44.0% | 1,004,466 | +158.6% | 2.33% | -16.7% |
| YTRA | Buy | YATRA ONLINE INC | $3,485,000 | +24.7% | 5,131,708 | +89.1% | 1.78% | -27.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AGILYSYS INC | 42 | Q3 2023 | 100.0% |
| SKYLINE CHAMPION CORPORATION | 22 | Q3 2023 | 81.7% |
| YATRA ONLINE INC | 21 | Q3 2023 | 7.3% |
| DIRTT ENVIRONMENTAL SOLUT LT | 16 | Q3 2023 | 7.5% |
| CANADIAN NAT RES LTD | 13 | Q1 2023 | 11.4% |
| CENOVUS ENERGY INC | 12 | Q3 2023 | 20.3% |
| FUSION FUEL GREEN PLC | 12 | Q3 2023 | 3.7% |
| FUSION FUEL GREEN PLC | 12 | Q3 2023 | 1.8% |
| LOUISIANA PAC CORP | 9 | Q1 2016 | 25.1% |
| ISHARES TR | 7 | Q4 2022 | 5.2% |
View MAK CAPITAL ONE LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| DIRTT ENVIRONMENTAL SOLUTIONS LTD | February 13, 2023 | 7,911,886 | 8.0% |
| Yatra Online, Inc. | July 18, 2022 | 12,170,301 | 19.4% |
| MAXWELL TECHNOLOGIES INC | February 14, 2020 | ? | ? |
| MIMEDX GROUP, INC. | February 14, 2020 | ? | ? |
| Skyline Champion Corp | June 14, 2019 | 3,439,759 | 6.1% |
| ORBOTECH LTDSold out | February 17, 2015 | 0 | 0.0% |
| ZYGO CORP | April 16, 2014 | 4,370,060 | 23.1% |
| CERADYNE INCSold out | February 14, 2013 | 0 | 0.0% |
| SIGMA DESIGNS INCSold out | February 14, 2013 | 0 | 0.0% |
| EXACT SCIENCES CORPSold out | June 22, 2011 | 0 | 0.0% |
View MAK CAPITAL ONE LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2024-06-14 |
| 4 | 2024-06-11 |
| 4 | 2024-06-06 |
| SC 13D/A | 2024-06-04 |
| 4 | 2024-06-03 |
| 4 | 2024-05-29 |
| 144 | 2024-05-24 |
| 13F-HR | 2024-05-15 |
| 4 | 2024-02-16 |
| SC 13D/A | 2024-02-16 |
View MAK CAPITAL ONE LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.