Maple Rock Capital Partners Inc.
Q2 2026 13F filing
Updated 27 days ago51 disclosed positions worth $5.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WDC WESTERN DIGITAL CORP | $867.3M | 1.36M | 17.01% | — |
| 2 | S STX SEAGATE TECHNOLOGY HLDNGS PL | $290.6M | 301.2K | 5.70% | — |
| 3 | U UNH UNITEDHEALTH GROUP INC | $283.1M | 681.1K | 5.55% | — |
| 4 | H HUM HUMANA INC | $249.6M | 628.3K | 4.89% | — |
| 5 | I ICLR ICON PUB LTD CO | $208.4M | 1.20M | 4.09% | — |
| 6 | T TFII TFI INTERNATIONAL INC | $203.6M | 1.42M | 3.99% | — |
| 7 | E EQX EQUINOX GOLD CORP | $170.4M | 17.53M | 3.34% | — |
| 8 | A AAP ADVANCE AUTO PARTS INC | $150.6M | 2.42M | 2.95% | — |
| 9 | B BKD BROOKDALE SR LIVING INC | $143M | 8.89M | 2.80% | — |
| 10 | N NUE NUCOR CORP | $136.8M | 614.0K | 2.68% | — |
| 11 | B BTAFF BRITISH AMERN TOB PLC | $133.8M | 2.17M | 2.62% | — |
| 12 | A ARCXF ARCELORMITTAL SA LUXEMBOURG | $131.9M | 2.19M | 2.59% | — |
| 13 | C CVS CVS HEALTH CORP | $123.9M | 1.20M | 2.43% | — |
| 14 | S SW SMURFIT WESTROCK PLC | $120.7M | 2.61M | 2.37% | — |
| 15 | L LPX LOUISIANA PAC CORP | $119.7M | 1.52M | 2.35% | — |
| 16 | C CNC CENTENE CORP DEL | $88.7M | 1.38M | 1.74% | — |
| 17 | R RKLB ROCKET COS INC | $87.3M | 5.54M | 1.71% | — |
| 18 | A AA ALCOA CORP | $82.3M | 1.58M | 1.61% | — |
| 19 | A ARCB ARCBEST CORP | $76.9M | 535.7K | 1.51% | — |
| 20 | E ELV ELEVANCE HEALTH INC FORMERLY | $74.1M | 191.5K | 1.45% | — |
| 21 | W WYNN XPO INC | $72.4M | 352.7K | 1.42% | — |
| 22 | ? N/A RXO INC | $71.3M | 2.58M | 1.40% | — |
| 23 | A ASTLW ALGOMA STL GROUP INC | $68.3M | 16.86M | 1.34% | — |
| 24 | F FDXF FEDEX FGHT HLDG CO INC | $68.2M | 451.7K | 1.34% | — |
| 25 | J JDCMF JD.COM INC | $68M | 2.67M | 1.33% | — |
| 26 | W WERN WERNER ENTERPRISES INC | $59.6M | 1.37M | 1.17% | — |
| 27 | T TPB TURNING PT BRANDS INC | $58.2M | 686.8K | 1.14% | — |
| 28 | W WAB WABTEC | $58.1M | 215.4K | 1.14% | — |
| 29 | M MOS MOSAIC CO | $56.8M | 2.68M | 1.11% | — |
| 30 | M MOH MOLINA HEALTHCARE INC | $55.6M | 243.3K | 1.09% | — |
| 31 | F FBIN FORTUNE BRANDS INNOVATIONS I | $54.7M | 996.3K | 1.07% | — |
| 32 | L LKQ LKQ CORP | $54.4M | 2.07M | 1.07% | — |
| 33 | R RUN SUNRUN INC | $49.4M | 3.69M | 0.97% | — |
| 34 | W WGO WINNEBAGO INDS INC | $48.7M | 1.56M | 0.96% | — |
| 35 | R RMBS RAMBUS INC DEL | $45.5M | 342.6K | 0.89% | — |
| 36 | N NGVT INGEVITY CORP | $45M | 603.3K | 0.88% | — |
| 37 | G GPK GRAPHIC PACKAGING HLDG CO | $43.3M | 4.10M | 0.85% | — |
| 38 | T TCKRF TECK RESOURCES LTD | $42.7M | 718.5K | 0.84% | — |
| 39 | G GM GENERAL MTRS CO | $38.5M | 499.5K | 0.75% | — |
| 40 | T THO THOR INDS INC | $34.7M | 461.9K | 0.68% | — |
| 41 | T TLN TALEN ENERGY CORP | $30.9M | 80.3K | 0.60% | — |
| 42 | L LVS LAS VEGAS SANDS CORP | $30.6M | 662.8K | 0.60% | — |
| 43 | L LYFT LYFT INC | $30.1M | 2.06M | 0.59% | — |
| 44 | C CLF CLEVELAND-CLIFFS INC NEW | $29M | 3.08M | 0.57% | — |
| 45 | K KNX KNIGHT-SWIFT TRANSN HLDGS IN | $28.5M | 366.1K | 0.56% | — |
| 46 | A ASO ACADEMY SPORTS & OUTDOORS IN | $27.6M | 586.4K | 0.54% | — |
| 47 | A AMZN AMAZON COM INC | $25.7M | 108.0K | 0.50% | — |
| 48 | R RYAM RAYONIER ADVANCED MATLS INC | $25.6M | 3.26M | 0.50% | — |
| 49 | H HCC WARRIOR MET COAL INC | $20.6M | 253.6K | 0.40% | — |
| 50 | I INPAP INTERNATIONAL PAPER CO | $10.8M | 284.4K | 0.21% | — |