Maple Rock Capital Partners Inc.

data from 30/09/2025

Capitalization

$ 2.534 B 24.18 %

Average holding period

4 ans

Performance

$ 1.537 B 189.66 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Maple Rock Capital Partners Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 WDC WESTERN DIGITAL CORP 12.27% 310.874 M $ 2589325 2019/03/31 209.438 M $ 87.62 %
2025/09/30 EQX EQUINOX GOLD CORP 7.37% 186.664 M $ 16644848 2024/03/31 78.269 M $ 94.99 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 6.90% 174.767 M $ 740352 2024/06/30 103.816 M $ 63.56 %
2025/09/30 RUN SUNRUN INC 5.08% 128.635 M $ 7439848 2023/12/31 74.088 M $ 111.37 %
2025/09/30 TFII TFI INTL INC 3.82% 96.722 M $ 1098362 2024/03/31 -1.848 M $ -1.80 %
2025/09/30 HCC WARRIOR MET COAL INC 3.67% 93.025 M $ 1461738 2024/06/30 19.811 M $ 38.86 %
2025/09/30 TECK TECK RESOURCES LTD 3.50% 88.601 M $ 2018700 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNDK SANDISK CORP 3.29% 83.309 M $ 742500 2025/03/31 36.901 M $ 147.41 %
2025/09/30 CLF CLEVELAND-CLIFFS INC NEW 3.13% 79.329 M $ 6502400 2025/06/30 38.574 M $ 60.53 %
2025/09/30 JD JD.COM INC 3.10% 78.497 M $ 2244062 2023/03/31 4.327 M $ 7.17 %
2025/09/30 LYFT LYFT INC 3.05% 77.247 M $ 3509633 2023/09/30 26.857 M $ 39.66 %
2025/09/30 HUM HUMANA INC 2.91% 73.706 M $ 283300 2025/03/31 1.640 M $ 6.42 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 2.87% 72.731 M $ 406930 2022/09/30 27.776 M $ 57.60 %
2025/09/30 PDD PDD HOLDINGS INC 2.71% 68.588 M $ 518941 2024/09/30 20.978 M $ 26.29 %
2025/09/30 BTI BRITISH AMERN TOB PLC 2.45% 62.093 M $ 1169800 2025/06/30 7.742 M $ 12.15 %
2025/09/30 AAP ADVANCE AUTO PARTS INC 2.31% 58.440 M $ 951790 2024/09/30 2.333 M $ 32.07 %
2025/09/30 INTC INTEL CORP 2.25% 57.035 M $ 1700000 2025/03/31 18.955 M $ 49.78 %
2025/09/30 BKD BROOKDALE SR LIVING INC 2.11% 53.344 M $ 6298048 2025/06/30 9.937 M $ 21.70 %
2025/09/30 RKT ROCKET COS INC 2.03% 51.357 M $ 2650000 2025/06/30 12.096 M $ 36.67 %
2025/09/30 SEE SEALED AIR CORP NEW 1.94% 49.121 M $ 1389556 2024/06/30 7.236 M $ 13.92 %
2025/09/30 GT GOODYEAR TIRE & RUBR CO 1.91% 48.406 M $ 6471446 2024/12/31 -16.074 M $ -27.87 %
2025/09/30 CNC CENTENE CORP DEL 1.88% 47.751 M $ 1338299 2025/09/30 0.000 $ 0.00 %
2025/09/30 INTC INTEL CORP 1.78% 45.185 M $ 1346800 2024/09/30 0.000 $ 0.00 %
2025/09/30 LVS LAS VEGAS SANDS CORP 1.71% 43.208 M $ 803280 2024/12/31 10.320 M $ 23.63 %
2025/09/30 TLN TALEN ENERGY CORP 1.65% 41.762 M $ 98175 2024/09/30 35.436 M $ 46.29 %
2025/09/30 MT ARCELORMITTAL SA LUXEMBOURG 1.63% 41.399 M $ 1145200 2025/09/30 0.000 $ 0.00 %
2025/09/30 NGVT INGEVITY CORP 1.47% 37.238 M $ 674716 2024/12/31 7.908 M $ 28.08 %
2025/09/30 ASTL ALGOMA STL GROUP INC 1.46% 37.082 M $ 10430818 2021/12/31 -27.961 M $ -48.33 %
2025/09/30 NUE NUCOR CORP 1.21% 30.634 M $ 226200 2025/09/30 0.000 $ 0.00 %
2025/09/30 PAGS PAGSEGURO DIGITAL LTD 1.11% 28.011 M $ 2801100 2025/09/30 0.000 $ 0.00 %
2025/09/30 WGO WINNEBAGO INDS INC 0.90% 22.746 M $ 680199 2025/03/31 1.430 M $ 15.31 %
2025/09/30 TPB TURNING PT BRANDS INC 0.89% 22.669 M $ 229300 2025/06/30 5.625 M $ 30.47 %
2025/09/30 LPX LOUISIANA PAC CORP 0.85% 21.452 M $ 241468 2025/03/31 410.878 K $ 3.31 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.81% 20.407 M $ 59100 2025/09/30 0.000 $ 0.00 %
2025/09/30 THO THOR INDS INC 0.75% 19.044 M $ 183664 2025/03/31 2.733 M $ 16.75 %
2025/09/30 JBS JBS N.V. 0.62% 15.815 M $ 1059306 2025/06/30 708.385 K $ 2.19 %
2025/09/30 MOH MOLINA HEALTHCARE INC 0.62% 15.653 M $ 81800 2025/09/30 0.000 $ 0.00 %
2025/09/30 WHR WHIRLPOOL CORP 0.57% 14.494 M $ 184400 2024/12/31 -12.178 M $ -22.50 %
2025/09/30 UWMC UWM HOLDINGS CORPORATION 0.57% 14.433 M $ 2370000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BHC BAUSCH HEALTH COS INC 0.54% 13.764 M $ 2133887 2024/09/30 -1.640 M $ -3.15 %
2025/09/30 LKQ LKQ CORP 0.35% 8.884 M $ 290900 2025/03/31 -1.475 M $ -17.48 %
2025/09/30 CAR AVIS BUDGET GROUP 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 BMBL BUMBLE INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 MHK MOHAWK INDS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 W WAYFAIR INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 UMC UNITED MICROELECTRONICS CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 KD KYNDRYL HLDGS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 TDOC TELADOC HEALTH INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 ILMN ILLUMINA INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %