Maple Rock Capital Partners Inc.
51 holdingsFiling period: 2026-06-30Current AUM: $4.47Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WDC | Western Digital Corp | 1.36M | $867.3M | $517.2M | 11.56% | -42,600 | 2026-06-30 |
| 2 | — | Seagate Technology Hldngs PL | 301.2K | $290.6M | $290.6M | 6.49% | -232,823 | 2026-06-30 |
| 3 | UNH | Unitedhealth Group Inc | 681.1K | $283.1M | $279.5M | 6.25% | +465.7K | 2026-06-30 |
| 4 | HUM | Humana Inc | 628.3K | $249.6M | $260.6M | 5.82% | +283.5K | 2026-06-30 |
| 5 | — | Icon Pub Ltd Co | 1.20M | $208.4M | $208.4M | 4.66% | +864.3K | 2026-06-30 |
| 6 | TFII | Tfi International Inc | 1.42M | $203.6M | $162.5M | 3.63% | +56.6K | 2026-06-30 |
| 7 | EQX | Equinox Gold Corp | 17.53M | $170.4M | $182.9M | 4.09% | -1,893,400 | 2026-06-30 |
| 8 | AAP | Advance Auto Parts Inc | 2.42M | $150.6M | $111.0M | 2.48% | +1.12M | 2026-06-30 |
| 9 | BKD | Brookdale SR Living Inc | 8.89M | $143.0M | $84.7M | 1.89% | +731.0K | 2026-06-30 |
| 10 | NUE | Nucor Corp | 614.0K | $136.8M | $166.3M | 3.72% | +496.8K | 2026-06-30 |
| 11 | BTI | British Amern Tob PLC | 2.17M | $133.8M | $129.6M | 2.90% | +576.9K | 2026-06-30 |
| 12 | MT | Arcelormittal SA Luxembourg | 2.19M | $131.9M | $133.9M | 2.99% | +776.6K | 2026-06-30 |
| 13 | CVS | Cvs Health Corp | 1.20M | $123.9M | $109.2M | 2.44% | +149.9K | 2026-06-30 |
| 14 | — | Smurfit Westrock PLC | 2.61M | $120.7M | $120.7M | 2.70% | -- | 2026-06-30 |
| 15 | LPX | Louisiana Pac Corp | 1.52M | $119.7M | $109.6M | 2.45% | +409.3K | 2026-06-30 |
| 16 | CNC | Centene Corp Del | 1.38M | $88.7M | $94.9M | 2.12% | +725.3K | 2026-06-30 |
| 17 | RKT | Rocket Cos Inc | 5.54M | $87.3M | $65.6M | 1.47% | +2.41M | 2026-06-30 |
| 18 | AA | Alcoa Corp | 1.58M | $82.3M | $63.0M | 1.41% | +674.4K | 2026-06-30 |
| 19 | ARCB | Arcbest Corp | 535.7K | $76.9M | $69.8M | 1.56% | +131.4K | 2026-06-30 |
| 20 | ELV | Elevance Health Inc Formerly | 191.5K | $74.1M | $80.7M | 1.80% | +129.5K | 2026-06-30 |
| 21 | XPO | Xpo Inc | 352.7K | $72.4M | $66.3M | 1.48% | +32.5K | 2026-06-30 |
| 22 | RXO | Rxo Inc | 2.58M | $71.3M | $75.2M | 1.68% | -- | 2026-06-30 |
| 23 | ASTL | Algoma Stl Group Inc | 16.86M | $68.3M | $80.9M | 1.81% | +931.0K | 2026-06-30 |
| 24 | FDXF | Fedex Fght Hldg Co Inc | 451.7K | $68.2M | $49.0M | 1.10% | -- | 2026-06-30 |
| 25 | JD | JD.com Inc | 2.67M | $68.0M | $68.3M | 1.53% | -355,720 | 2026-06-30 |
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