Investor
Maple Rock Capital Partners Inc.
CIK 0001658363 · filed 2026-05-15 · SEC filing
13F book
$3.07B
Positions
44
13 new · 7 sold
Largest name
12.3%
Western Digital Corp · WDC
Est. mark
$166.2M
Price effect on 31 names still held. Flow −$119.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Western Digital Corp | WDC | 1.4M | $378.8M | 12.3% | $137.6M | Cut−$31.5M |
| Equinox Gold Corp. | EQX | 19.4M | $280.8M | 9.1% | $8M | Cut−$3.37M |
| Seagate Technology Hldngs Pl | — | 534K | $209.2M | 6.8% | $62.1M | Cut$25.8M |
| Cleveland-Cliffs Inc New | — | 20.7M | $175.3M | 5.7% | −$59.7M | Added$11.2M |
| Tfi Intl Inc | TFII | 1.36M | $147.9M | 4.8% | — | New |
| Brookdale Sr Living Inc | — | 8.16M | $111.6M | 3.6% | $23.6M | Cut$19.9M |
| Sandisk Corp | SNDK | 166.5K | $105.8M | 3.4% | $66.3M | Cut−$10.1M |
| British Amern Tob Plc | — | 1.59M | $92.9M | 3.0% | $2.94M | Cut−$808.4K |
| Jd.Com Inc | — | 3.03M | $89.5M | 2.9% | $1.67M | Added$34.4M |
| Louisiana Pac Corp | — | 1.11M | $80.9M | 2.6% | −$4.72M | Added$33.4M |
| Cvs Health Corp | CVS | 1.05M | $75.3M | 2.4% | −$6.16M | Added$10.5M |
| Arcelormittal Sa Luxembourg | — | 1.41M | $73.5M | 2.4% | $9.07M | Cut−$792.9K |
| Advance Auto Parts Inc | AAP | 1.3M | $68.5M | 2.2% | $17.5M | Cut$15.3M |
| Algoma Stl Group Inc | — | 15.9M | $65.8M | 2.1% | $432.9K | Added$6.63M |
| XPO, Inc. | XPO | 320.2K | $62.3M | 2.0% | — | New |
| Lkq Corp | LKQ | 2.07M | $60.7M | 2.0% | −$869.1K | Added$29M |
| Alcoa Corp | AA | 903.3K | $59.9M | 1.9% | $11.9M | Cut−$113.5M |
| Humana Inc | HUM | 344.8K | $59.8M | 1.9% | −$14.3M | Added$15.6M |
| Unitedhealth Group Inc | UNH | 215.4K | $58.3M | 1.9% | −$3.27M | Added$40.1M |
| Lyft, Inc. | LYFT | 4.12M | $54.9M | 1.8% | −$25M | Cut−$28.4M |
| Wabtec | — | 215.4K | $53.8M | 1.8% | — | New |
| Academy Sports & Outdoors In | — | 840K | $47.4M | 1.5% | — | New |
| Rocket Cos Inc | — | 3.13M | $44.6M | 1.5% | −$9.3M | Added$9.42M |
| Ingevity Corp | NGVT | 603.3K | $43M | 1.4% | $7.27M | Cut$3.04M |
| Sunrun Inc. | RUN | 3M | $40.7M | 1.3% | −$14.5M | Cut−$57.2M |
| Arcbest Corp | — | 404.3K | $39.8M | 1.3% | $3.47M | Added$29.1M |
| Goodyear Tire & Rubr Co | — | 5.82M | $38.6M | 1.3% | −$8.46M | Added$3.77M |
| Turning Pt Brands Inc | — | 436K | $37.8M | 1.2% | −$8.63M | Added−$5.44M |
| Icon Plc | ICLR | 335.3K | $37.1M | 1.2% | — | New |
| B2gold Corp | BTG | 8.16M | $37M | 1.2% | — | New |
| Thor Inds Inc | — | 461.9K | $36.9M | 1.2% | −$3.89M | Added$19.4M |
| Winnebago Inds Inc | — | 1.17M | $36.3M | 1.2% | — | New |
| Rayonier Advanced Matls Inc | — | 3.26M | $36.1M | 1.2% | — | New |
| Las Vegas Sands Corp | LVS | 662.8K | $35.7M | 1.2% | −$7.43M | Cut−$54.2M |
| Whirlpool Corp | — | 593.2K | $32M | 1.0% | −$7.36M | Added$2.84M |
| Molina Healthcare, Inc. | MOH | 169.7K | $22.6M | 0.7% | −$6.83M | Cut−$16.6M |
| Centene Corp Del | — | 656.6K | $21.5M | 0.7% | −$5.52M | Cut−$20.1M |
| Knight-Swift Transn Hldgs In | — | 366.1K | $21.1M | 0.7% | — | New |
| Nucor Corp | NUE | 117.2K | $19.8M | 0.6% | — | New |
| Fortune Brands Innovations I | — | 485.8K | $18.9M | 0.6% | — | New |
| Elevance Health Inc Formerly | — | 62K | $18.2M | 0.6% | — | New |
| Werner Enterprises Inc | WERN | 553.4K | $16.3M | 0.5% | −$332K | Cut−$7.54M |
| Avis Budget Group, Inc. | CAR | 92.2K | $13.5M | 0.4% | — | New |
| Warrior Met Coal, Inc. | HCC | 143.1K | $13.3M | 0.4% | $712.4K | Cut−$131M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.