EdgeMarket › What Maple Rock Capital Partners Inc. reported owning

What Maple Rock Capital Partners Inc. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

3.1B

Positions

44

Quarter

2026-03-31

Shown below

44
largest by value
holdingvalue% of booksharesprice1y
WDC
WESTERN DIGITAL CORP
378.8M12.3%1.4M459.44+507.4%
EQX
Equinox Gold Corp.
280.8M9.1%19.4M13.53+74.6%
STX
Seagate Technology Holdings plc
209.2M6.8%534.0K850.00+436.6%
CLF
CLEVELAND-CLIFFS INC.
175.3M5.7%20.7M11.27+10.3%
TFII
TFI International Inc.
147.9M4.8%1.4M141.35+56.5%
BKD
Brookdale Senior Living Inc.
111.6M3.6%8.2M11.80+61.4%
SNDK
Sandisk Corp
105.8M3.4%166.5K1,596.08+3494.8%
BTI
British American Tobacco p.l.c.
92.9M3.0%1.6M56.21-4.7%
JD
JD.com, Inc.
89.5M2.9%3.0M29.37-5.8%
LPX
LOUISIANA-PACIFIC CORP
80.9M2.6%1.1M73.18-21.2%
CVS
CVS HEALTH Corp
75.3M2.4%1.0M93.02+31.3%
MT
ArcelorMittal
73.5M2.4%1.4M72.20+113.0%
AAP
ADVANCE AUTO PARTS INC
68.5M2.2%1.3M42.58-24.7%
ASTL
Algoma Steel Group Inc.
65.8M2.1%15.9M4.65+6.7%
XPO
XPO, Inc.
62.3M2.0%320.2K197.74+56.1%
LKQ
LKQ CORP
60.7M2.0%2.1M25.77-15.8%
AA
Alcoa Corp
59.9M1.9%903.3K51.85+76.8%
HUM
HUMANA INC
59.8M1.9%344.8K378.88+30.6%
UNH
UNITEDHEALTH GROUP INC
58.3M1.9%215.4K390.11+30.1%
LYFT
Lyft, Inc.
54.9M1.8%4.1M17.47+12.2%
WAB
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
53.8M1.8%215.4K297.57+54.3%
ASO
Academy Sports & Outdoors, Inc.
47.4M1.5%840.0K45.83-10.5%
RKT
Rocket Companies, Inc.
44.6M1.5%3.1M13.93-21.6%
NGVT
Ingevity Corp
43.0M1.4%603.3K70.27+28.4%
RUN
Sunrun Inc.
40.7M1.3%3.0M9.16-40.8%
ARCB
ARCBEST CORP /TX/
39.8M1.3%404.3K140.34+98.2%
GT
GOODYEAR TIRE & RUBBER CO /OH/
38.6M1.3%5.8M5.97-28.0%
TPB
Turning Point Brands, Inc.
37.8M1.2%436.0K83.41-14.4%
ICLR
ICON PLC
37.1M1.2%335.3K172.23-4.4%
BTG
B2GOLD CORP
37.0M1.2%8.2M5.52+44.9%
THO
THOR INDUSTRIES INC
36.9M1.2%461.9K79.49-24.8%
WGO
WINNEBAGO INDUSTRIES INC
36.3M1.2%1.2M31.78-7.8%
RYAM
RAYONIER ADVANCED MATERIALS INC.
36.1M1.2%3.3M8.66+73.2%
LVS
LAS VEGAS SANDS CORP
35.7M1.2%662.8K47.03-12.3%
WHR
WHIRLPOOL CORP /DE/
32.0M1.0%593.2K40.35-53.6%
MOH
MOLINA HEALTHCARE, INC.
22.6M0.7%169.7K200.29+15.4%
CNC
CENTENE CORP
21.5M0.7%656.6K65.02+121.2%
KNX
Knight-Swift Transportation Holdings Inc.
21.1M0.7%366.1K71.60+70.1%
NUE
NUCOR CORP
19.8M0.6%117.2K243.63+69.8%
FBIN
Fortune Brands Innovations, Inc.
18.9M0.6%485.8K44.53-22.9%
ELV
Elevance Health, Inc.
18.2M0.6%62.0K400.54+29.2%
WERN
WERNER ENTERPRISES INC
16.3M0.5%553.4K38.88+40.6%
CAR
AVIS BUDGET GROUP, INC.
13.5M0.4%92.2K146.61-0.9%
HCC
WARRIOR MET COAL, INC.
13.3M0.4%143.1K106.73+84.9%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

The whole archive is one click away.

Screener, filings, insider flow, backtests and the AI — open without an account.

Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →