Maple Rock Capital Partners Inc.

CIK: 0001658363SEC EDGAR →

Portfolio Value

$3.0T

Holdings

38

As of

Q4 2025

New Positions

8

Closed Positions

8

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

WESTERN DIGITAL CORP

2,381,525$410.3B
13.55%
2

EQUINOX GOLD CORP

20,234,048$284.2B
9.39%
3

SEAGATE TECHNOLOGY HLDNGS PL

665,852$183.4B
6.06%
4

ALCOA CORP

3,263,300$173.4B
5.73%
5

CLEVELAND-CLIFFS INC NEW

12,358,230$164.1B
5.42%
6

WARRIOR MET COAL INC

1,637,238$144.4B
4.77%
7

SANDISK CORP

488,300$115.9B
3.83%
8

SUNRUN INC

5,322,948$97.9B
3.24%
9

BRITISH AMERN TOB PLC

1,655,300$93.7B
3.10%
10

BROOKDALE SR LIVING INC

8,497,048$91.7B
3.03%

Quarterly Changes

Top Buys

AANEW
$173.4B
EQX↑ Increased
$97.5B
BNEW
$86.7B
CLF↑ Increased
$84.8B
CVSNEW
$64.8B

Top Sells

INTCCLOSED
$102.2B
WDC↓ Decreased
$99.4B
TFIICLOSED
$96.7B
BABACLOSED
$72.7B
TLNCLOSED
$41.8B

New Positions (5)

$173.4B · 3.3M shares
$86.7B · 2.0M shares
$64.8B · 816K shares
$23.8B · 794K shares
$10.7B · 144K shares

Closed Positions (7)

$102.2B · 3.0M shares
$96.7B · 1.1M shares
$72.7B · 407K shares
$41.8B · 98K shares
$30.6B · 226K shares
$22.7B · 680K shares
$13.8B · 2.1M shares

Sector Breakdown

Sector# HoldingsValue%
Basic Materials8$929.4B30.7%
Technology5$825.2B27.3%
Consumer Cyclical7$348.5B11.5%
Unknown5$336.9B11.1%
Energy2$242.3B8.0%
Healthcare5$208.0B6.9%
Consumer Defensive2$57.5B1.9%
Financial Services2$44.9B1.5%
Industrials2$34.5B1.1%