Q2 2025 · 13F-HR
Maple Rock Capital Partners Inc.holdings as filed
Filed 2025-08-14 · accession 0001085146-25-005275
$2.04B
Reported value
40
Positions
2025-06-30
Period end
The Brief · Maple Rock Capital Partners Inc. · Q2 2025
AI · grounded in 13F
Maple Rock Capital Partners Inc. established a new position in WDC valued at $239.02M. The fund also initiated new stakes in STX for $163.35M and TFII for $102.91M. Other new additions include EQX, PDD, and TLN.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 958102105 | WDC | WESTERN DIGITAL CORP | $239.0M | 11.7% | 3,735,296 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $163.3M | 8.00% | 1,131,752 | Common | SOLE |
| 87241L109 | TFII | TFI INTL INC | $102.9M | 5.04% | 1,147,662 | Common | SOLE |
| 29446Y502 | EQX | EQUINOX GOLD CORP | $82.4M | 4.04% | 14,308,748 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $79.8M | 3.91% | 762,541 | Common | SOLE |
| 87422Q109 | TLN | TALEN ENERGY CORP | $76.5M | 3.75% | 263,251 | Common | SOLE |
| 053774105 | CAR | AVIS BUDGET GROUP | $70.3M | 3.44% | 415,584 | Common | SOLE |
| 55087P104 | LYFT | LYFT INC | $67.7M | 3.32% | 4,297,041 | Common | SOLE |
| 86771W105 | RUN | SUNRUN INC | $66.5M | 3.26% | 8,132,648 | Common | SOLE |
| 185899101 | CLF | CLEVELAND-CLIFFS INC NEW | $63.7M | 3.12% | 8,385,600 | Common | SOLE |
| 110448107 | BTI | BRITISH AMERN TOB PLC | $63.7M | 3.12% | 1,346,400 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $60.4M | 2.96% | 1,849,324 | Common | SOLE |
| 015658107 | ASTL | ALGOMA STL GROUP INC | $57.9M | 2.84% | 8,396,800 | Common | SOLE |
| 382550101 | GT | GOODYEAR TIRE & RUBR CO | $57.7M | 2.83% | 5,561,846 | Common | SOLE |
| 963320106 | WHR | WHIRLPOOL CORP | $54.1M | 2.65% | 533,655 | Common | SOLE |
| 071734107 | BHC | BAUSCH HEALTH COS INC | $52.0M | 2.55% | 7,808,487 | Common | SOLE |
| 81211K100 | SDA | SEALED AIR CORP NEW | $52.0M | 2.55% | 1,674,956 | Common | SOLE |
| 93627C101 | HCC | WARRIOR MET COAL INC | $51.0M | 2.50% | 1,112,338 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $48.2M | 2.36% | 425,230 | Common | SOLE |
| 112463104 | BKD | BROOKDALE SR LIVING INC | $45.8M | 2.24% | 6,581,048 | Common | SOLE |
| 517834107 | LVS | LAS VEGAS SANDS CORP | $43.7M | 2.14% | 1,003,880 | Common | SOLE |
| 50155Q100 | KD | KYNDRYL HLDGS INC | $42.0M | 2.06% | 1,000,832 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $38.1M | 1.87% | 1,700,000 | CALL | SOLE |
| 94419L101 | W | WAYFAIR INC | $38.0M | 1.86% | 743,491 | Common | SOLE |
| 77311W101 | RKT | ROCKET COS INC | $33.0M | 1.62% | 2,326,100 | Common | SOLE |
| N4732M103 | JBS | JBS N.V. | $32.3M | 1.58% | 2,213,706 | Common | SOLE |
| 12047B105 | BMBL | BUMBLE INC | $30.1M | 1.48% | 4,571,614 | Common | SOLE |
| 45688C107 | NGVT | INGEVITY CORP | $28.2M | 1.38% | 653,516 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $25.6M | 1.25% | 104,544 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $25.0M | 1.23% | 552,000 | Common | SOLE |
| 910873405 | UMC | UNITED MICROELECTRONICS CORP | $24.0M | 1.18% | 3,140,443 | Common | SOLE |
| 87918A105 | TDOC | TELADOC HEALTH INC | $23.4M | 1.15% | 2,688,278 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $21.1M | 1.03% | 220,855 | Common | SOLE |
| 90041L105 | TPB | TURNING PT BRANDS INC | $18.5M | 0.90% | 243,600 | Common | SOLE |
| 885160101 | THO | THOR INDS INC | $16.3M | 0.80% | 183,664 | Common | SOLE |
| 546347105 | LPX | LOUISIANA PAC CORP | $12.4M | 0.61% | 144,168 | Common | SOLE |
| 974637100 | WGO | WINNEBAGO INDS INC | $9.3M | 0.46% | 322,099 | Common | SOLE |
| 608190104 | MHK | MOHAWK INDS INC | $8.9M | 0.44% | 84,975 | Common | SOLE |
| 501889208 | LKQ | LKQ CORP | $8.4M | 0.41% | 227,975 | Common | SOLE |
| 00751Y106 | AAP | ADVANCE AUTO PARTS INC | $7.3M | 0.36% | 156,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.