13F HOLDINGS REPORT
Maple Rock Capital Partners Inc.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005275
Total Value
$2.04B
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORP | WDC | 3,735,296 | $239.0M | 11.71% |
| 2 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 1,131,752 | $163.3M | 8.00% |
| 3 | TFI INTL INC | 87241L109 | 1,147,662 | $102.9M | 5.04% |
| 4 | EQUINOX GOLD CORP | EQX | 14,308,748 | $82.4M | 4.04% |
| 5 | PDD HOLDINGS INC | PDD | 762,541 | $79.8M | 3.91% |
| 6 | TALEN ENERGY CORP | TLN | 263,251 | $76.5M | 3.75% |
| 7 | AVIS BUDGET GROUP | CAR | 415,584 | $70.3M | 3.44% |
| 8 | LYFT INC | LYFT | 4,297,041 | $67.7M | 3.32% |
| 9 | SUNRUN INC | RUN | 8,132,648 | $66.5M | 3.26% |
| 10 | CLEVELAND-CLIFFS INC NEW | CLF | 8,385,600 | $63.7M | 3.12% |
| 11 | BRITISH AMERN TOB PLC | 110448107 | 1,346,400 | $63.7M | 3.12% |
| 12 | JD.COM INC | JDCMF | 1,849,324 | $60.4M | 2.96% |
| 13 | ALGOMA STL GROUP INC | 015658107 | 8,396,800 | $57.9M | 2.84% |
| 14 | GOODYEAR TIRE & RUBR CO | 382550101 | 5,561,846 | $57.7M | 2.83% |
| 15 | WHIRLPOOL CORP | WHR-PA | 533,655 | $54.1M | 2.65% |
| 16 | BAUSCH HEALTH COS INC | 071734107 | 7,808,487 | $52.0M | 2.55% |
| 17 | SEALED AIR CORP NEW | SE | 1,674,956 | $52.0M | 2.55% |
| 18 | WARRIOR MET COAL INC | HCC | 1,112,338 | $51.0M | 2.50% |
| 19 | ALIBABA GROUP HLDG LTD | BBAAY | 425,230 | $48.2M | 2.36% |
| 20 | BROOKDALE SR LIVING INC | 112463104 | 6,581,048 | $45.8M | 2.24% |
| 21 | LAS VEGAS SANDS CORP | LVS | 1,003,880 | $43.7M | 2.14% |
| 22 | KYNDRYL HLDGS INC | KD | 1,000,832 | $42.0M | 2.06% |
| 23 | INTEL CORP | INTC | 1,700,000 | $38.1M | 1.87% |
| 24 | WAYFAIR INC | W | 743,491 | $38.0M | 1.86% |
| 25 | ROCKET COS INC | 77311W101 | 2,326,100 | $33.0M | 1.62% |
| 26 | JBS N.V. | JBS | 2,213,706 | $32.3M | 1.58% |
| 27 | BUMBLE INC | BMBL | 4,571,614 | $30.1M | 1.48% |
| 28 | INGEVITY CORP | NGVT | 653,516 | $28.2M | 1.38% |
| 29 | HUMANA INC | HUM | 104,544 | $25.6M | 1.25% |
| 30 | SANDISK CORP | SNDK | 552,000 | $25.0M | 1.23% |
| 31 | UNITED MICROELECTRONICS CORP | UMC | 3,140,443 | $24.0M | 1.18% |
| 32 | TELADOC HEALTH INC | TDOC | 2,688,278 | $23.4M | 1.15% |
| 33 | ILLUMINA INC | ILMN | 220,855 | $21.1M | 1.03% |
| 34 | TURNING PT BRANDS INC | 90041L105 | 243,600 | $18.5M | 0.90% |
| 35 | THOR INDS INC | 885160101 | 183,664 | $16.3M | 0.80% |
| 36 | LOUISIANA PAC CORP | LPX | 144,168 | $12.4M | 0.61% |
| 37 | WINNEBAGO INDS INC | 974637100 | 322,099 | $9.3M | 0.46% |
| 38 | MOHAWK INDS INC | 608190104 | 84,975 | $8.9M | 0.44% |
| 39 | LKQ CORP | LKQ | 227,975 | $8.4M | 0.41% |
| 40 | ADVANCE AUTO PARTS INC | AAP | 156,500 | $7.3M | 0.36% |