Maple Rock Capital Partners Inc.

Est. AUM

$3.07B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WESTERN DIGITAL CORP	COM	$378.8M	1400434	12.32%	SOLE
2	EQUINOX GOLD CORP	COM	$280.8M	19424648	9.14%	SOLE
3	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$209.2M	533985	6.81%	SOLE
4	CLEVELAND-CLIFFS INC NEW	COM	$175.3M	20745557	5.70%	SOLE
5	TFI INTL INC	COM	$147.9M	1361831	4.81%	SOLE
6	BROOKDALE SR LIVING INC	COM	$111.6M	8157148	3.63%	SOLE
7	SANDISK CORP	COM	$105.8M	166500	3.44%	SOLE
8	BRITISH AMERN TOB PLC	SPONSORED ADR	$92.9M	1589100	3.02%	SOLE
9	JD.COM INC	SPON ADS CL A	$89.5M	3026262	2.91%	SOLE
10	LOUISIANA PAC CORP	COM	$80.9M	1112559	2.63%	SOLE
11	CVS HEALTH CORP	COM	$75.3M	1048100	2.45%	SOLE
12	ARCELORMITTAL SA LUXEMBOURG	NY REGISTRY SH	$73.5M	1414265	2.39%	SOLE
13	ADVANCE AUTO PARTS INC	COM	$68.5M	1298140	2.23%	SOLE
14	ALGOMA STL GROUP INC	COM	$65.8M	15930818	2.14%	SOLE
15	XPO INC	COM	$62.3M	320242	2.03%	SOLE
16	LKQ CORP	COM	$60.7M	2065565	1.97%	SOLE
17	ALCOA CORP	COM	$59.9M	903320	1.95%	SOLE
18	HUMANA INC	COM	$59.8M	344800	1.95%	SOLE
19	UNITEDHEALTH GROUP INC	COM	$58.3M	215400	1.90%	SOLE
20	LYFT INC	CL A COM	$54.9M	4124703	1.78%	SOLE
21	WABTEC	COM	$53.8M	215400	1.75%	SOLE
22	ACADEMY SPORTS & OUTDOORS IN	COM	$47.4M	840000	1.54%	SOLE
23	ROCKET COS INC	COM CL A	$44.6M	3133200	1.45%	SOLE
24	INGEVITY CORP	COM	$43.0M	603303	1.40%	SOLE
25	SUNRUN INC	COM	$40.7M	3002100	1.32%	SOLE
26	ARCBEST CORP	COM	$39.8M	404346	1.29%	SOLE
27	GOODYEAR TIRE & RUBR CO	COM	$38.6M	5817063	1.25%	SOLE
28	TURNING PT BRANDS INC	COM	$37.8M	436000	1.23%	SOLE
29	ICON PLC	SHS	$37.1M	335300	1.21%	SOLE
30	B2GOLD CORP	COM	$37.0M	8158600	1.20%	SOLE
31	THOR INDS INC	COM	$36.9M	461864	1.20%	SOLE
32	WINNEBAGO INDS INC	COM	$36.3M	1169831	1.18%	SOLE
33	RAYONIER ADVANCED MATLS INC	COM	$36.1M	3256889	1.17%	SOLE
34	LAS VEGAS SANDS CORP	COM	$35.7M	662824	1.16%	SOLE
35	WHIRLPOOL CORP	COM	$32.0M	593200	1.04%	SOLE
36	MOLINA HEALTHCARE INC	COM	$22.6M	169700	0.74%	SOLE
37	CENTENE CORP DEL	COM	$21.5M	656579	0.70%	SOLE
38	KNIGHT-SWIFT TRANSN HLDGS IN	CL A	$21.1M	366095	0.69%	SOLE
39	NUCOR CORP	COM	$19.8M	117212	0.64%	SOLE
40	FORTUNE BRANDS INNOVATIONS I	COM	$18.9M	485782	0.62%	SOLE
41	ELEVANCE HEALTH INC FORMERLY	COM	$18.2M	62000	0.59%	SOLE
42	WERNER ENTERPRISES INC	COM	$16.3M	553367	0.53%	SOLE
43	AVIS BUDGET GROUP INC	COM	$13.5M	92248	0.44%	SOLE
44	WARRIOR MET COAL INC	COM	$13.3M	143059	0.43%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.