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Maple Rock Capital Partners Inc.

CIK 1658363 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Maple Rock Capital Partners Inc. reported 51 US-listed holdings worth $5.10 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Western Digital Corp. (17.0%), Seagate Technology Holdings plc (5.7%) and UnitedHealth Group Inc. (5.6%). Against the quarter before, it opened 11 positions, added to 25, trimmed 8 and sold out of 4.

Reported holdings$5.10B+65.9% on Q1 2026
Positions51+7 on Q1 2026
The largest ten53.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
WDC17.0%STX5.7%UNH5.6%HUM4.9%ICLR4.1%TFII4.0%EQX3.3%AAP3.0%BKD2.8%NUE2.7%BTI2.6%MT2.6%CVS2.4%SW2.4%37 more37.0%

The 14 largest of its 51 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.76 billion in 28 positions$1.76BQ3 24Q4 2024: $1.37 billion in 29 positions$1.37BQ4 24Q1 2025: $1.37 billion in 35 positions$1.37BQ1 25Q2 2025: $2.00 billion in 39 positions$2.00BQ2 25Q3 2025: $2.48 billion in 40 positions$2.48BQ3 25Q4 2025: $3.03 billion in 38 positions$3.03BQ4 25Q1 2026: $3.07 billion in 44 positions$3.07BQ1 26Q2 2026: $5.10 billion in 51 positions$5.10BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 11Added 25Held 7Trimmed 8Sold out 4
Opened: 11Added: 25Held: 7Trimmed: 8Sold out: 4

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 11

  1. Smurfit Westrock plc SW$120.7 million
  2. Rxo, Inc. RXO$71.3 million
  3. Fedex Fght Hldg Co. Inc. Common Stock FDXF$68.2 million
  4. Mosaic Co. MOS$56.8 million
  5. Rambus Inc. RMBS$45.5 million
  6. Graphic Packaging Holding Co. GPK$43.3 million
  7. Teck Resources Ltd TECK$42.7 million
  8. General Motors Co. GM$38.5 million

and 3 more in the table below

Added to 25

  1. UnitedHealth Group Inc. UNH+465,700 shares · +216%
  2. ICON plc ICLR+864,300 shares · +258%
  3. Humana Inc. HUM+283,451 shares · +82%
  4. Nucor Corp. NUE+496,788 shares · +424%
  5. Advance Auto Parts Inc. AAP+1.1 million shares · +87%
  6. Elevance Health, Inc. ELV+129,500 shares · +209%
  7. Arcelormittal SA Luxembourg MT+776,595 shares · +55%
  8. Centene Corp. CNC+725,300 shares · +110%

and 17 more in the table below

Trimmed 8

  1. Sandisk Corp. SNDK-164,594 shares · -99%
  2. Seagate Technology Holdings plc STX-232,823 shares · -44%
  3. Cleveland-Cliffs Inc. CLF-17.7 million shares · -85%
  4. Lyft, Inc. LYFT-2.1 million shares · -50%
  5. Western Digital Corp. WDC-42,600 shares · -3%
  6. Equinox Gold Corp. EQX-1.9 million shares · -10%
  7. Academy Sports & Outdoors, Inc. ASO-253,600 shares · -30%
  8. JD.com, Inc. JD-355,720 shares · -12%

Sold out of 4

  1. Goodyear Tire & Rubber Co. GT$38.6 million last quarter
  2. B2GOLD Corp. BTG$37.0 million last quarter
  3. Whirlpool Corp. WHR$32.0 million last quarter
  4. Avis Budget Group, Inc. CAR$13.5 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Western Digital Corp. WDC1,357,834$867.3 million17.01%-42,600
Seagate Technology Holdings plc STX301,162$290.6 million5.70%-232,823
UnitedHealth Group Inc. UNH681,100$283.1 million5.55%+465,700
Humana Inc. HUM628,251$249.6 million4.89%+283,451
ICON plc ICLR1,199,600$208.4 million4.09%+864,300
Tfi Intl Inc. TFII1,418,409$203.6 million3.99%+56,578
Equinox Gold Corp. EQX17,531,248$170.4 million3.34%-1,893,400
Advance Auto Parts Inc. AAP2,421,040$150.6 million2.95%+1,122,900
Brookdale SR Living Inc. BKD8,888,148$143.0 million2.80%+731,000
Nucor Corp. NUE614,000$136.8 million2.68%+496,788
British American Tobacco p.l.c. BTI2,166,000$133.8 million2.62%+576,900
Arcelormittal SA Luxembourg MT2,190,860$131.9 million2.59%+776,595
CVS Health Corp. CVS1,197,996$123.9 million2.43%+149,896
Smurfit Westrock plc SW2,608,298$120.7 million2.37%new
Louisiana-Pacific Corp. LPX1,521,859$119.7 million2.35%+409,300
Centene Corp. CNC1,381,879$88.7 million1.74%+725,300
Rocket Cos Inc. RKT5,543,600$87.3 million1.71%+2,410,400
Alcoa Corp. AA1,577,720$82.3 million1.61%+674,400
Arcbest Corp. ARCB535,746$76.9 million1.51%+131,400
Elevance Health, Inc. ELV191,500$74.1 million1.45%+129,500
Xpo, Inc. XPO352,702$72.4 million1.42%+32,460
Rxo, Inc. RXO2,583,655$71.3 million1.40%new
Algoma STL Group Inc. ASTL16,861,818$68.3 million1.34%+931,000
Fedex Fght Hldg Co. Inc. Common Stock FDXF451,700$68.2 million1.34%new
JD.com, Inc. JD2,670,542$68.0 million1.33%-355,720
Werner Enterprises Inc. WERN1,366,167$59.6 million1.17%+812,800
Turning PT Brands Inc. TPB686,800$58.2 million1.14%+250,800
Westinghouse Air Brake Technologies Corp. WAB215,400$58.1 million1.14%no change
Mosaic Co. MOS2,680,000$56.8 million1.11%new
Molina Healthcare, Inc. MOH243,300$55.6 million1.09%+73,600
Fortune Brands Innovations, Inc. FBIN996,282$54.7 million1.07%+510,500
LKQ Corp. LKQ2,065,565$54.4 million1.07%no change
Sunrun Inc. RUN3,694,548$49.4 million0.97%+692,448
Winnebago Industries Inc. WGO1,559,231$48.7 million0.96%+389,400
Rambus Inc. RMBS342,600$45.5 million0.89%new
Ingevity Corp. NGVT603,303$45.0 million0.88%no change
Graphic Packaging Holding Co. GPK4,099,800$43.3 million0.85%new
Teck Resources Ltd TECK718,500$42.7 million0.84%new
General Motors Co. GM499,497$38.5 million0.75%new
Thor Industries Inc. THO461,864$34.7 million0.68%no change
Talen Energy Corp. TLN80,300$30.9 million0.61%new
Las Vegas Sands Corp. LVS662,824$30.6 million0.60%no change
Lyft, Inc. LYFT2,062,351$30.1 million0.59%-2,062,352
Cleveland-Cliffs Inc. CLF3,083,157$29.0 million0.57%-17,662,400
Knight-Swift Transportation Holdings Inc. KNX366,095$28.5 million0.56%no change
Academy Sports & Outdoors, Inc. ASO586,400$27.6 million0.54%-253,600
Amazon.com Inc. AMZN108,000$25.7 million0.50%new
Rayonier Advanced Matls Inc. RYAM3,256,889$25.6 million0.50%no change
Warrior Met Coal, Inc. HCC253,559$20.6 million0.40%+110,500
International Paper Co. IP284,400$10.8 million0.21%new
Sandisk Corp. SNDK1,906$4.3 million0.08%-164,594
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.