Maple Rock Capital Partners Inc.
Top Portfolio Positions
44 positions ·
$3,139,372,813 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WDC |
Western Digital Corp
Technology
|
1,400,434 | $378,803,392 | 12.07% | |
| EQX |
Equinox Gold Corp.
Basic Materials
|
19,424,648 | $280,880,410 | 8.95% | |
| STX |
Seagate Technology Holdings plc
Technology
|
533,985 | $209,193,963 | 6.66% | |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
20,745,557 | $175,299,956 | 5.58% | |
| TFII |
TFI International Inc.
Industrials
|
1,361,831 | $147,935,701 | 4.71% | |
| ASTL |
Algoma Steel Group Inc.
Basic Materials
|
31,861,636 | $131,588,556 | 4.19% | |
| BKD |
Brookdale Senior Living Inc.
Healthcare
|
8,157,148 | $111,589,784 | 3.55% | |
| SNDK |
Sandisk Corp
Technology
|
166,500 | $105,784,110 | 3.37% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
1,589,100 | $92,914,677 | 2.96% | |
| JD |
JD.com, Inc.
Consumer Cyclical
|
3,026,262 | $89,486,567 | 2.85% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LKQ
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,665,644 | 2,065,565 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,622,420 | 1,047,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,884,086 | 290,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,437,354 | 227,975 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,847,700 | 255,000 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||