Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Maple Rock Capital Partners Inc. (CIK 1658363) reported $3.07B across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WDC ($378.8M, 12.32%), EQX ($280.8M, 9.14%), STX ($209.2M, 6.81%), CLF ($175.3M, 5.70%), TFII ($147.9M, 4.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WDC | WESTERN DIGITAL CORP | $378.8M | 12.32% | 1.4M | Trimmed |
| 2 | EQX | EQUINOX GOLD CORP | $280.8M | 9.14% | 19.4M | Trimmed |
| 3 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $209.2M | 6.81% | 533,985 | Trimmed |
| 4 | CLF | CLEVELAND-CLIFFS INC NEW | $175.3M | 5.70% | 20.7M | Added |
| 5 | TFII | TFI INTL INC | $147.9M | 4.81% | 1.4M | New |
| 6 | BKD | BROOKDALE SR LIVING INC | $111.6M | 3.63% | 8.2M | Trimmed |
| 7 | SNDK | SANDISK CORP | $105.8M | 3.44% | 166,500 | Trimmed |
| 8 | BTI | BRITISH AMERN TOB PLC | $92.9M | 3.02% | 1.6M | Trimmed |
| 9 | JD | JD.COM INC | $89.5M | 2.91% | 3.0M | Added |
| 10 | LPX | LOUISIANA PAC CORP | $80.9M | 2.63% | 1.1M | Added |
| 11 | CVS | CVS HEALTH CORP | $75.3M | 2.45% | 1.0M | Added |
| 12 | MT | ARCELORMITTAL SA LUXEMBOURG | $73.5M | 2.39% | 1.4M | Trimmed |
| 13 | AAP | ADVANCE AUTO PARTS INC | $68.5M | 2.23% | 1.3M | Trimmed |
| 14 | ASTL | ALGOMA STL GROUP INC | $65.8M | 2.14% | 15.9M | Added |
| 15 | XPO | XPO INC | $62.3M | 2.03% | 320,242 | New |
| 16 | LKQ | LKQ CORP | $60.7M | 1.97% | 2.1M | Added |
| 17 | AA | ALCOA CORP | $59.9M | 1.95% | 903,320 | Trimmed |
| 18 | HUM | HUMANA INC | $59.8M | 1.95% | 344,800 | Added |
| 19 | UNH | UNITEDHEALTH GROUP INC | $58.3M | 1.90% | 215,400 | Added |
| 20 | LYFT | LYFT INC | $54.9M | 1.78% | 4.1M | Trimmed |
| 21 | WAB | WABTEC | $53.8M | 1.75% | 215,400 | New |
| 22 | ASO | ACADEMY SPORTS & OUTDOORS IN | $47.4M | 1.54% | 840,000 | New |
| 23 | RKT | ROCKET COS INC | $44.6M | 1.45% | 3.1M | Added |
| 24 | NGVT | INGEVITY CORP | $43.0M | 1.40% | 603,303 | Trimmed |
| 25 | RUN | SUNRUN INC | $40.7M | 1.32% | 3.0M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31