Maple Rock Capital Partners Inc. Top Holdings and 13F Report (2026) About Maple Rock Capital Partners Inc.Investment ActivityMaple Rock Capital Partners Inc. has $3.07 billion in total holdings as of March 31, 2026.Maple Rock Capital Partners Inc. owns shares of 44 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 29.61% of the portfolio was purchased this quarter.About 41.88% of the portfolio was sold this quarter.This quarter, Maple Rock Capital Partners Inc. has purchased 38 new stocks and bought additional shares in 14 stocks.Maple Rock Capital Partners Inc. sold shares of 17 stocks and completely divested from 7 stocks this quarter.Largest Holdings Western Digital $378,803,393Equinox Gold $280,786,442Seagate Technology $209,193,964Cleveland-Cliffs $175,299,957TFI International $147,935,702 Largest New Holdings this Quarter 87241L109 - TFI International $147,935,702 Holding983793100 - XPO $62,303,081 Holding929740108 - Wabtec $53,830,614 Holding00402L107 - Academy Sports and Outdoors $47,418,000 HoldingG4705A100 - Icon $37,104,298 Holding Largest Purchases this Quarter TFI International 1,361,831 shares (about $147.94M)Cleveland-Cliffs 8,387,327 shares (about $70.87M)XPO 320,242 shares (about $62.30M)Wabtec 215,400 shares (about $53.83M)Academy Sports and Outdoors 840,000 shares (about $47.42M) Largest Sales this Quarter Western Digital 981,091 shares (about $265.38M)SANDISK CORP 321,800 shares (about $204.45M)Alcoa 2,359,980 shares (about $156.54M)Warrior Met Coal 1,494,179 shares (about $139.18M)Seagate Technology 131,867 shares (about $51.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMaple Rock Capital Partners Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWDCWestern Digital$378,803,393$265,375,305 â–¼-41.2%1,400,43412.3%Computer and TechnologyEQXEquinox Gold$280,786,442$11,700,008 â–¼-4.0%19,424,6489.1%Basic MaterialsSTXSeagate Technology$209,193,964$51,660,216 â–¼-19.8%533,9856.8%Computer and TechnologyCLFCleveland-Cliffs$175,299,957$70,872,913 â–²67.9%20,745,5575.7%Basic MaterialsTFIITFI International$147,935,702$147,935,702 â–²New Holding1,361,8314.8%TransportationBKDBrookdale Senior Living$111,589,785$4,649,832 â–¼-4.0%8,157,1483.6%MedicalSANDISK CORP$105,784,110$204,452,412 â–¼-65.9%166,5003.4%COMBTIBritish American Tobacco$92,914,677$3,870,714 â–¼-4.0%1,589,1003.0%Consumer StaplesJDJD.com$89,486,567$32,707,377 â–²57.6%3,026,2622.9%Retail/WholesaleLPXLouisiana-Pacific$80,938,667$38,098,520 â–²88.9%1,112,5592.6%ConstructionCVSCVS Health$75,274,542$16,640,694 â–²28.4%1,048,1002.4%MedicalMTArcelorMittal$73,513,495$11,245,093 â–¼-13.3%1,414,2652.4%Basic MaterialsAAPAdvance Auto Parts$68,476,885$2,853,775 â–¼-4.0%1,298,1402.2%Retail/WholesaleASTLAlgoma Steel Group$65,794,278$6,195,000 â–²10.4%15,930,8182.1%Basic MaterialsXPOXPO$62,303,081$62,303,081 â–²New Holding320,2422.0%TransportationLKQLKQ$60,665,644$29,912,317 â–²97.3%2,065,5652.0%Auto/Tires/TrucksAAAlcoa$59,917,216$156,537,474 â–¼-72.3%903,3201.9%IndustrialsHUMHumana$59,784,872$29,840,419 â–²99.7%344,8001.9%MedicalUNHUnitedHealth Group$58,285,086$43,402,636 â–²291.6%215,4001.9%MedicalLYFTLyft$54,858,550$2,286,270 â–¼-4.0%4,124,7031.8%Computer and TechnologyWABWabtec$53,830,614$53,830,614 â–²New Holding215,4001.8%TransportationASOAcademy Sports and Outdoors$47,418,000$47,418,000 â–²New Holding840,0001.5%Consumer DiscretionaryRKTRocket Companies$44,648,100$18,720,225 â–²72.2%3,133,2001.5%FinanceNGVTIngevity$42,973,273$5,086,748 â–¼-10.6%603,3031.4%Basic MaterialsRUNSunrun$40,708,476$31,470,699 â–¼-43.6%3,002,1001.3%EnergyARCBArcBest$39,771,473$25,632,223 â–²181.3%404,3461.3%TransportationGTGoodyear Tire & Rubber$38,567,128$12,229,148 â–²46.4%5,817,0631.3%Auto/Tires/TrucksTPBTurning Point Brands$37,840,440$3,185,193 â–²9.2%436,0001.2%Consumer StaplesICLRIcon$37,104,298$37,104,298 â–²New Holding335,3001.2%MedicalBTGB2Gold$36,958,458$36,958,458 â–²New Holding8,158,6001.2%Basic MaterialsTHOThor Industries$36,898,315$23,255,979 â–²170.5%461,8641.2%Auto/Tires/TrucksWGOWinnebago Industries$36,253,063$36,253,063 â–²New Holding1,169,8311.2%Auto/Tires/TrucksRYAMRayonier Advanced Materials$36,053,761$36,053,761 â–²New Holding3,256,8891.2%Basic MaterialsLVSLas Vegas Sands$35,712,957$38,687,079 â–¼-52.0%662,8241.2%Consumer DiscretionaryWHRWhirlpool$31,985,344$10,201,664 â–²46.8%593,2001.0%Consumer DiscretionaryMOHMolina Healthcare$22,621,010$7,531,450 â–¼-25.0%169,7000.7%MedicalCNCCentene$21,496,396$11,610,259 â–¼-35.1%656,5790.7%MedicalKNXKnight-Swift Transportation$21,079,750$21,079,750 â–²New Holding366,0950.7%TransportationNUENucor$19,820,549$19,820,549 â–²New Holding117,2120.6%Basic MaterialsFBINFortune Brands Innovations$18,930,925$18,930,925 â–²New Holding485,7820.6%Retail/WholesaleELVElevance Health$18,150,500$18,150,500 â–²New Holding62,0000.6%MedicalWERNWerner Enterprises$16,274,523$7,062,311 â–¼-30.3%553,3670.5%TransportationCARAvis Budget Group$13,454,371$13,454,371 â–²New Holding92,2480.4%TransportationHCCWarrior Met Coal$13,325,946$139,182,775 â–¼-91.3%143,0590.4%EnergySEESealed Air$0$87,233,185 â–¼-100.0%00.0%IndustrialsBARRICK MNG CORP$0$86,725,470 â–¼-100.0%00.0%COM SHSTECKTeck Resources$0$66,735,481 â–¼-100.0%00.0%Basic MaterialsPDDPDD$0$34,770,023 â–¼-100.0%00.0%Retail/WholesalePAGSPagSeguro Digital$0$32,442,456 â–¼-100.0%00.0%Business ServicesJBS N.V.$0$14,205,229 â–¼-100.0%00.0%CL A SHSUWMCUWM$0$9,653,958 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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