# Maple Rock Capital Partners Inc.: Form 13F holdings

An institutional investment manager in Toronto. SEC CIK 1658363.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $5.10bn
- Positions: 51 (51 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1658363/000165836326000007/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [WESTERN DIGITAL CORP (WDC)](/companies/wdc.md) | COM | $867.3m | 17.0% | 1,357,834 |  | Reduced −42,600 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $290.6m | 5.7% | 301,162 |  | Reduced −232,823 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $283.1m | 5.6% | 681,100 |  | Added +465,700 |
| [HUMANA INC (HUM)](/companies/hum.md) | COM | $249.6m | 4.9% | 628,251 |  | Added +283,451 |
| ICON PUB LTD CO | SHS | $208.4m | 4.1% | 1,199,600 |  | Added +864,300 |
| [TFI INTERNATIONAL INC (TFII)](/companies/tfii.md) | COM | $203.6m | 4.0% | 1,418,409 |  | Added +56,578 |
| [EQUINOX GOLD CORP (EQX)](/companies/eqx.md) | COM | $170.4m | 3.3% | 17,531,248 |  | Reduced −1,893,400 |
| [ADVANCE AUTO PARTS INC (AAP)](/companies/aap.md) | COM | $150.6m | 3.0% | 2,421,040 |  | Added +1,122,900 |
| [BROOKDALE SR LIVING INC (BKD)](/companies/bkd.md) | COM | $143.0m | 2.8% | 8,888,148 |  | Added +731,000 |
| [NUCOR CORP (NUE)](/companies/nue.md) | COM | $136.8m | 2.7% | 614,000 |  | Added +496,788 |
| [BRITISH AMERN TOB PLC (BTI)](/companies/bti.md) | SPONSORED ADR | $133.8m | 2.6% | 2,166,000 |  | Added +576,900 |
| [ARCELORMITTAL SA LUXEMBOURG (MT)](/companies/mt.md) | NY REGISTRY SH | $131.9m | 2.6% | 2,190,860 |  | Added +776,595 |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $123.9m | 2.4% | 1,197,996 |  | Added +149,896 |
| SMURFIT WESTROCK PLC | SHS | $120.7m | 2.4% | 2,608,298 |  | New +2,608,298 |
| [LOUISIANA PAC CORP (LPX)](/companies/lpx.md) | COM | $119.7m | 2.3% | 1,521,859 |  | Added +409,300 |
| [CENTENE CORP DEL (CNC)](/companies/cnc.md) | COM | $88.7m | 1.7% | 1,381,879 |  | Added +725,300 |
| [ROCKET COS INC (RKT)](/companies/rkt.md) | COM CL A | $87.3m | 1.7% | 5,543,600 |  | Added +2,410,400 |
| [ALCOA CORP (AA)](/companies/aa.md) | COM | $82.3m | 1.6% | 1,577,720 |  | Added +674,400 |
| [ARCBEST CORP (ARCB)](/companies/arcb.md) | COM | $76.9m | 1.5% | 535,746 |  | Added +131,400 |
| [ELEVANCE HEALTH INC FORMERLY (ELV)](/companies/elv.md) | COM | $74.1m | 1.5% | 191,500 |  | Added +129,500 |
| [XPO INC (XPO)](/companies/xpo.md) | COM | $72.4m | 1.4% | 352,702 |  | Added +32,460 |
| [RXO INC (RXO)](/companies/rxo.md) | COMMON STOCK | $71.3m | 1.4% | 2,583,655 |  | New +2,583,655 |
| [ALGOMA STL GROUP INC (ASTL)](/companies/astl.md) | COM | $68.3m | 1.3% | 16,861,818 |  | Added +931,000 |
| [FEDEX FGHT HLDG CO INC (FDXF)](/companies/fdxf.md) | COMMON STOCK | $68.2m | 1.3% | 451,700 |  | New +451,700 |
| [JD.COM INC (JD)](/companies/jd.md) | SPON ADS CL A | $68.0m | 1.3% | 2,670,542 |  | Reduced −355,720 |
| [WERNER ENTERPRISES INC (WERN)](/companies/wern.md) | COM | $59.6m | 1.2% | 1,366,167 |  | Added +812,800 |
| [TURNING PT BRANDS INC (TPB)](/companies/tpb.md) | COM | $58.2m | 1.1% | 686,800 |  | Added +250,800 |
| [WABTEC (WAB)](/companies/wab.md) | COM | $58.1m | 1.1% | 215,400 |  | Unchanged |
| [MOSAIC CO (MOS)](/companies/mos.md) | COM | $56.8m | 1.1% | 2,680,000 |  | New +2,680,000 |
| [MOLINA HEALTHCARE INC (MOH)](/companies/moh.md) | COM | $55.6m | 1.1% | 243,300 |  | Added +73,600 |
| [FORTUNE BRANDS INNOVATIONS I (FBIN)](/companies/fbin.md) | COM | $54.7m | 1.1% | 996,282 |  | Added +510,500 |
| [LKQ CORP (LKQ)](/companies/lkq.md) | COM | $54.4m | 1.1% | 2,065,565 |  | Unchanged |
| [SUNRUN INC (RUN)](/companies/run.md) | COM | $49.4m | 1.0% | 3,694,548 |  | Added +692,448 |
| [WINNEBAGO INDS INC (WGO)](/companies/wgo.md) | COM | $48.7m | 1.0% | 1,559,231 |  | Added +389,400 |
| [RAMBUS INC DEL (RMBS)](/companies/rmbs.md) | COM | $45.5m | 0.9% | 342,600 |  | New +342,600 |
| [INGEVITY CORP (NGVT)](/companies/ngvt.md) | COM | $45.0m | 0.9% | 603,303 |  | Unchanged |
| [GRAPHIC PACKAGING HLDG CO (GPK)](/companies/gpk.md) | COM | $43.3m | 0.8% | 4,099,800 |  | New +4,099,800 |
| [TECK RESOURCES LTD (TECK)](/companies/teck.md) | CL B | $42.7m | 0.8% | 718,500 |  | New +718,500 |
| [GENERAL MTRS CO (GM)](/companies/gm.md) | COM | $38.5m | 0.8% | 499,497 |  | New +499,497 |
| [THOR INDS INC (THO)](/companies/tho.md) | COM | $34.7m | 0.7% | 461,864 |  | Unchanged |
| [TALEN ENERGY CORP (TLN)](/companies/tln.md) | COM | $30.9m | 0.6% | 80,300 |  | New +80,300 |
| [LAS VEGAS SANDS CORP (LVS)](/companies/lvs.md) | COM | $30.6m | 0.6% | 662,824 |  | Unchanged |
| [LYFT INC (LYFT)](/companies/lyft.md) | CL A COM | $30.1m | 0.6% | 2,062,351 |  | Reduced −2,062,352 |
| [CLEVELAND-CLIFFS INC NEW (CLF)](/companies/clf.md) | COM | $29.0m | 0.6% | 3,083,157 |  | Reduced −17,662,400 |
| [KNIGHT-SWIFT TRANSN HLDGS IN (KNX)](/companies/knx.md) | CL A | $28.5m | 0.6% | 366,095 |  | Unchanged |
| [ACADEMY SPORTS & OUTDOORS IN (ASO)](/companies/aso.md) | COM | $27.6m | 0.5% | 586,400 |  | Reduced −253,600 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $25.7m | 0.5% | 108,000 |  | New +108,000 |
| [RAYONIER ADVANCED MATLS INC (RYAM)](/companies/ryam.md) | COM | $25.6m | 0.5% | 3,256,889 |  | Unchanged |
| [WARRIOR MET COAL INC (HCC)](/companies/hcc.md) | COM | $20.6m | 0.4% | 253,559 |  | Added +110,500 |
| [INTERNATIONAL PAPER CO (IP)](/companies/ip.md) | COM | $10.8m | 0.2% | 284,400 |  | New +284,400 |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $4.3m | <0.1% | 1,906 |  | Reduced −164,594 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AVIS BUDGET GROUP INC (CAR)](/companies/car.md) | COM | $0 | 0.0% | 0 |  | Sold out −92,248 |
| [B2GOLD CORP (BTG)](/companies/btg.md) | COM | $0 | 0.0% | 0 |  | Sold out −8,158,600 |
| [GOODYEAR TIRE & RUBR CO (GT)](/companies/gt.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,817,063 |
| [WHIRLPOOL CORP (WHR)](/companies/whr.md) | COM | $0 | 0.0% | 0 |  | Sold out −593,200 |

Source: SEC EDGAR, Form 13F-HR, accession 0001658363-26-000007. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.