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Maple Rock Capital Partners Inc.

13F filer · CIK 1658363 · Toronto

Summary
Maple Rock Capital Partners Inc. reported $5.10B across 51 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are WDC (17.0%), STX (5.7%), UNH (5.6%). Versus 2026 Q1, leaving options aside, it opened 11 new positions, added to 25, trimmed 8 and sold out of 4.
Reported value$5.10B
Positions51
Report period2026 Q2
FiledAug 14, 2026
New positions11
Added25
Trimmed8
Sold out4

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 17.0%Value $867.28MPrice $453.23Shares 1.36M -3.04%Since Jun 30 -29.04%
Weight 5.7%Value $290.62MPrice $921.51Shares 301K -43.60%Since Jun 30 -4.51%
Weight 5.6%Value $283.09MPrice $377.83Shares 681K +216.20%Since Jun 30 -9.09%
Weight 4.9%Value $249.55MPrice $389.63Shares 628K +82.21%Since Jun 30 -1.91%
Weight 4.1%Value $208.38MPrice $175.57Shares 1.20M +257.77%Since Jun 30 +1.07%
Weight 4.0%Value $203.64MPrice $122.37Shares 1.42M +4.15%Since Jun 30 -14.77%
Weight 3.3%Value $170.44MPrice $11.23Shares 17.53M -9.75%Since Jun 30 +15.51%
Weight 3.0%Value $150.64MPrice $39.73Shares 2.42M +86.50%Since Jun 30 -36.15%
Weight 2.8%Value $143.01MPrice $10.98Shares 8.89M +8.96%Since Jun 30 -31.76%
Weight 2.7%Value $136.77MPrice $244.49Shares 614K +423.84%Since Jun 30 +9.76%
Weight 2.6%Value $133.77MPrice $54.85Shares 2.17M +36.30%Since Jun 30 -11.19%
Weight 2.6%Value $131.93MPrice $69.85Shares 2.19M +54.91%Since Jun 30 +15.99%
Weight 2.4%Value $123.93MPrice $87.85Shares 1.20M +14.30%Since Jun 30 -15.08%
Weight 2.4%Value $120.66MPrice $45.07Shares 2.61MSince Jun 30 -2.57%
Weight 2.3%Value $119.71MPrice $66.06Shares 1.52M +36.79%Since Jun 30 -16.02%
Weight 1.7%Value $88.70MPrice $62.53Shares 1.38M +110.47%Since Jun 30 -2.59%
Weight 1.7%Value $87.31MPrice $11.64Shares 5.54M +76.93%Since Jun 30 -26.10%
Weight 1.6%Value $82.26MPrice $41.97Shares 1.58M +74.66%Since Jun 30 -19.51%
Weight 1.5%Value $76.90MPrice $128.87Shares 536K +32.50%Since Jun 30 -10.22%
Weight 1.5%Value $74.06MPrice $394.59Shares 192K +208.87%Since Jun 30 +2.03%
Weight 1.4%Value $72.41MPrice $176.66Shares 353K +10.14%Since Jun 30 -13.95%
Weight 1.4%Value $71.28MPrice $20.15Shares 2.58MSince Jun 30 -26.97%
Weight 1.3%Value $68.29MPrice $4.20Shares 16.86M +5.84%Since Jun 30 +3.70%
Weight 1.3%Value $68.21MPrice $112.30Shares 452KSince Jun 30 -25.63%
Weight 1.3%Value $68.05MPrice $26.61Shares 2.67M -11.75%Since Jun 30 +4.43%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

ICLRICLRICON PUB LTD CO≈ $150.14MAdd
SWSWSMURFIT WESTROCK PLC≈ $120.66MNew
HUMHUMHUMANA INC≈ $112.59MAdd
NUENUENUCOR CORP≈ $110.66MAdd

Largest sells in 2026 Q2

SNDKSNDKSANDISK CORP≈ $104.57MTrim
BTGBTGB2GOLD CORP≈ $36.96MSold

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR