Mak Capital One LLC — Q3 2014 13F Holdings

Name: Mak Capital One LLC — 13F Holdings, Q3 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001385702

Total reported value

$678.7M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AGYS	Agilysys INC	Stock-Other	53.96%	-7.38%	—
2	LPX	Louisiana-pacific CORP	Stock-Industrials	25.09%	—	+40.18%
3	MAS	Masco CORP	Stock-Industrials	11.61%	—	—
4	STRZ	Starz Entertainment Corp.	Stock-Other	4.57%	—	—
5	✓	Violin Memory Inc.	Stock-Other	2.48%	—	—
6	✓	Gigamon INC	Stock-Other	1.39%	—	—
7	✓	Chemtura CORP	Stock-Other	0.89%	—	—

Position changes disclosed by Mak Capital One LLC for the quarter ending Q3 2014, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AGYS	Agilysys INC	+15.4%	—	Unchanged
2	LPX	Louisiana-pacific CORP	+13.3%	+40.18%	Add
3	SWN1EUR	Southwestern Energy Co	—	EXIT	Sold out
4	UPLEUR	Ultra Petroleum CORP	—	EXIT	Sold out
5	IPG	Interpublic Group Of Cos INC	—	EXIT	Sold out
6	✓	Orbotech LTD	—	EXIT	Sold out
7	MAS	Masco CORP	—	NEW	New buy
8	STRZ	Starz Entertainment Corp.	—	NEW	New buy
9	HRB	H&r Block INC	—	EXIT	Sold out
10	✓	Newport CORP Com	—	EXIT	Sold out
11	✓	Violin Memory Inc.	—	NEW	New buy
12	RGSUSD	Regis CORP	—	EXIT	Sold out
13	✓	Gigamon INC	—	NEW	New buy
14	✓	Chemtura CORP	—	NEW	New buy
15	WMAREUR	West Marine INC	—	EXIT	Sold out
16	✓	Senomyx INC	—	EXIT	Sold out