Maple Rock Capital Partners Inc.
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| TFI INTL INC | 0 | 1,361,831 | +1,361,831 | 0 | 147,935,702 | +147,935,702 |
| XPO INC | 0 | 320,242 | +320,242 | 0 | 62,303,081 | +62,303,081 |
| WABTEC | 0 | 215,400 | +215,400 | 0 | 53,830,614 | +53,830,614 |
| ACADEMY SPORTS & OUTDOORS IN | 0 | 840,000 | +840,000 | 0 | 47,418,000 | +47,418,000 |
| UNITEDHEALTH GROUP INC | 0 | 215,400 | +215,400 | 0 | 58,285,086 | +58,285,086 |
| ICON PLC | 0 | 335,300 | +335,300 | 0 | 37,104,298 | +37,104,298 |
| B2GOLD CORP | 0 | 8,158,600 | +8,158,600 | 0 | 36,958,458 | +36,958,458 |
| WINNEBAGO INDS INC | 0 | 1,169,831 | +1,169,831 | 0 | 36,253,063 | +36,253,063 |
| RAYONIER ADVANCED MATLS INC | 0 | 3,256,889 | +3,256,889 | 0 | 36,053,761 | +36,053,761 |
| JD.COM INC | 0 | 3,026,262 | +3,026,262 | 0 | 89,486,567 | +89,486,567 |
| LOUISIANA PAC CORP | 0 | 1,112,559 | +1,112,559 | 0 | 80,938,667 | +80,938,667 |
| ARCBEST CORP | 0 | 404,346 | +404,346 | 0 | 39,771,473 | +39,771,473 |
| LKQ CORP | 0 | 2,065,565 | +2,065,565 | 0 | 60,665,644 | +60,665,644 |
| SEAGATE TECHNOLOGY HLDNGS PL | 0 | 533,985 | +533,985 | 0 | 209,193,964 | +209,193,964 |
| KNIGHT-SWIFT TRANSN HLDGS IN | 0 | 366,095 | +366,095 | 0 | 21,079,750 | +21,079,750 |
| BROOKDALE SR LIVING INC | 0 | 8,157,148 | +8,157,148 | 0 | 111,589,785 | +111,589,785 |
| NUCOR CORP | 0 | 117,212 | +117,212 | 0 | 19,820,549 | +19,820,549 |
| THOR INDS INC | 0 | 461,864 | +461,864 | 0 | 36,898,315 | +36,898,315 |
| FORTUNE BRANDS INNOVATIONS I | 0 | 485,782 | +485,782 | 0 | 18,930,925 | +18,930,925 |
| ELEVANCE HEALTH INC FORMERLY | 0 | 62,000 | +62,000 | 0 | 18,150,500 | +18,150,500 |
| HUMANA INC | 0 | 344,800 | +344,800 | 0 | 59,784,872 | +59,784,872 |
| ADVANCE AUTO PARTS INC | 0 | 1,298,140 | +1,298,140 | 0 | 68,476,885 | +68,476,885 |
| AVIS BUDGET GROUP INC | 0 | 92,248 | +92,248 | 0 | 13,454,371 | +13,454,371 |
| CLEVELAND-CLIFFS INC NEW | 0 | 20,745,557 | +20,745,557 | 0 | 175,299,957 | +175,299,957 |
| CVS HEALTH CORP | 0 | 1,048,100 | +1,048,100 | 0 | 75,274,542 | +75,274,542 |
| ROCKET COS INC | 0 | 3,133,200 | +3,133,200 | 0 | 44,648,100 | +44,648,100 |
| ALGOMA STL GROUP INC | 0 | 15,930,818 | +15,930,818 | 0 | 65,794,278 | +65,794,278 |
| GOODYEAR TIRE & RUBR CO | 0 | 5,817,063 | +5,817,063 | 0 | 38,567,128 | +38,567,128 |
| INGEVITY CORP | 0 | 603,303 | +603,303 | 0 | 42,973,273 | +42,973,273 |
| WHIRLPOOL CORP | 0 | 593,200 | +593,200 | 0 | 31,985,344 | +31,985,344 |
| ARCELORMITTAL SA LUXEMBOURG | 0 | 1,414,265 | +1,414,265 | 0 | 73,513,495 | +73,513,495 |
| BRITISH AMERN TOB PLC | 0 | 1,589,100 | +1,589,100 | 0 | 92,914,677 | +92,914,677 |
| EQUINOX GOLD CORP | 0 | 19,424,648 | +19,424,648 | 0 | 280,786,442 | +280,786,442 |
| TURNING PT BRANDS INC | 0 | 436,000 | +436,000 | 0 | 37,840,440 | +37,840,440 |
| WERNER ENTERPRISES INC | 0 | 553,367 | +553,367 | 0 | 16,274,523 | +16,274,523 |
| UWM HOLDINGS CORPORATION | 0 | 0 | 0 | 0 | 0 | 0 |
| SANDISK CORP | 0 | 166,500 | +166,500 | 0 | 105,784,110 | +105,784,110 |
| JBS N.V. | 0 | 0 | 0 | 0 | 0 | 0 |
| MOLINA HEALTHCARE INC | 0 | 169,700 | +169,700 | 0 | 22,621,010 | +22,621,010 |
| CENTENE CORP DEL | 0 | 656,579 | +656,579 | 0 | 21,496,396 | +21,496,396 |
| LYFT INC | 0 | 4,124,703 | +4,124,703 | 0 | 54,858,550 | +54,858,550 |
| WESTERN DIGITAL CORP | 0 | 1,400,434 | +1,400,434 | 0 | 378,803,393 | +378,803,393 |
| PAGSEGURO DIGITAL LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| PDD HOLDINGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| LAS VEGAS SANDS CORP | 0 | 662,824 | +662,824 | 0 | 35,712,957 | +35,712,957 |
| SUNRUN INC | 0 | 3,002,100 | +3,002,100 | 0 | 40,708,476 | +40,708,476 |
| TECK RESOURCES LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| BARRICK MNG CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| SEALED AIR CORP NEW | 0 | 0 | 0 | 0 | 0 | 0 |
| ALCOA CORP | 0 | 903,320 | +903,320 | 0 | 59,917,216 | +59,917,216 |
| WARRIOR MET COAL INC | 0 | 143,059 | +143,059 | 0 | 13,325,946 | +13,325,946 |