Maple Rock Capital Partners Inc. — 13F holdings

Maple Rock Capital Partners Inc. reported 51 holdings worth $5.10B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. WDC WESTERN DIGITAL CORP — $867M (17.0%)
2. STX SEAGATE TECHNOLOGY HLDNGS PL — $291M (5.7%)
3. UNH UNITEDHEALTH GROUP INC — $283M (5.6%)
4. HUM Humana Inc — $250M (4.9%)
5. ICLR ICON PLC — $208M (4.1%)
6. TFII TFI INTL INC — $204M (4.0%)
7. EQX EQUINOX GOLD CORP — $170M (3.3%)
8. AAP ADVANCE AUTO PARTS INC — $151M (3.0%)
9. BKD BROOKDALE SR LIVING INC — $143M (2.8%)
10. NUE NUCOR CORP — $137M (2.7%)