Maple Rock Capital Partners Inc. holds a focused book of 44 stocks worth $3.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Tfi International Inc and trimmed Western Digital Corp. Their largest long position is Western Digital Corp at 12% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1658363/holdings"
Use Arkolith to show Maple Rock Capital Partners Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Western Digital Corp COM | $378.8M | 1.40M | 12.3% | ▼−41% Reduced · −981K sh | |
| 2 | Equinox Gold Corp COM | $280.8M | 19.42M | 9.1% | ▼−4.0% Reduced · −809K sh | |
| 3 | Seagate Technology HLDNGS PL ORD SHS | $209.2M | 534.0K | 6.8% | ▼−20% Reduced · −132K sh | |
| 4 | Cleveland-Cliffs Inc New COM | $175.3M | 20.75M | 5.7% | ▲+68% Added · +8.4M sh | |
| 5 | Tfi Intl Inc COM | $147.9M | 1.36M | 4.8% | ▲New New position | |
| 6 | Brookdale SR Living Inc COM | $111.6M | 8.16M | 3.6% | ▼−4.0% Reduced · −340K sh | |
| 7 | Sandisk Corp COM | $105.8M | 166.5K | 3.4% | ▼−66% Reduced · −322K sh | |
| 8 | British Amern Tob PLC SPONSORED ADR | $92.9M | 1.59M | 3.0% | ▼−4.0% Reduced · −66K sh | |
| 9 | Jd.com Inc SPON ADS CL A | $89.5M | 3.03M | 2.9% | ▲+58% Added · +1.1M sh | |
| 10 | Louisiana Pac Corp COM | $80.9M | 1.11M | 2.6% | ▲+89% Added · +524K sh | |
| 11 | CVS Health Corp COM | $75.3M | 1.05M | 2.4% | ▲+28% Added · +232K sh | |
| 12 | Arcelormittal Sa Luxembourg NY REGISTRY SH | $73.5M | 1.41M | 2.4% | ▼−13% Reduced · −216K sh | |
| 13 | Advance Auto Parts Inc COM | $68.5M | 1.30M | 2.2% | ▼−4.0% Reduced · −54K sh | |
| 14 | Algoma STL Group Inc COM | $65.8M | 15.93M | 2.1% | ▲+10% Added · +1.5M sh | |
| 15 | Xpo Inc COM | $62.3M | 320.2K | 2.0% | ▲New New position | |
| 16 | LKQ Corp COM | $60.7M | 2.07M | 2.0% | ▲+97% Added · +1.0M sh | |
| 17 | Alcoa Corp COM | $59.9M | 903.3K | 1.9% | ▼−72% Reduced · −2.4M sh | |
| 18 | Humana Inc COM | $59.8M | 344.8K | 1.9% | ▲+100% Added · +172K sh | |
| 19 | Unitedhealth Group Inc COM | $58.3M | 215.4K | 1.9% | ▲+292% Added · +160K sh | |
| 20 | Lyft Inc CL A COM | $54.9M | 4.12M | 1.8% | ▼−4.0% Reduced · −172K sh | |
| 21 | Wabtec COM | $53.8M | 215.4K | 1.8% | ▲New New position | |
| 22 | Academy Sports & Outdoors In COM | $47.4M | 840.0K | 1.5% | ▲New New position | |
| 23 | Rocket Cos Inc COM CL A | $44.6M | 3.13M | 1.5% | ▲+72% Added · +1.3M sh | |
| 24 | Ingevity Corp COM | $43.0M | 603.3K | 1.4% | ▼−11% Reduced · −71K sh | |
| 25 | Sunrun Inc COM | $40.7M | 3.00M | 1.3% | ▼−44% Reduced · −2.3M sh | |
| 26 | Arcbest Corp COM | $39.8M | 404.3K | 1.3% | ▲+181% Added · +261K sh | |
| 27 | Goodyear Tire & Rubr Co COM | $38.6M | 5.82M | 1.3% | ▲+46% Added · +1.8M sh | |
| 28 | Turning PT Brands Inc COM | $37.8M | 436.0K | 1.2% | ▲+9.2% Added · +37K sh | |
| 29 | Icon PLC SHS | $37.1M | 335.3K | 1.2% | ▲New New position | |
| 30 | B2gold Corp COM | $37.0M | 8.16M | 1.2% | ▲New New position | |
| 31 | Thor Inds Inc COM | $36.9M | 461.9K | 1.2% | ▲+170% Added · +291K sh | |
| 32 | Winnebago Inds Inc COM | $36.3M | 1.17M | 1.2% | ▲New New position | |
| 33 | Rayonier Advanced Matls Inc COM | $36.1M | 3.26M | 1.2% | ▲New New position | |
| 34 | Las Vegas Sands Corp COM | $35.7M | 662.8K | 1.2% | ▼−52% Reduced · −718K sh | |
| 35 | Whirlpool Corp COM | $32.0M | 593.2K | 1.0% | ▲+47% Added · +189K sh | |
| 36 | Molina Healthcare Inc COM | $22.6M | 169.7K | 0.7% | ▼−25% Reduced · −57K sh | |
| 37 | Centene Corp Del COM | $21.5M | 656.6K | 0.7% | ▼−35% Reduced · −355K sh | |
| 38 | Knight-Swift Transn Hldgs In CL A | $21.1M | 366.1K | 0.7% | ▲New New position | |
| 39 | Nucor Corp COM | $19.8M | 117.2K | 0.6% | ▲New New position | |
| 40 | Fortune Brands Innovations I COM | $18.9M | 485.8K | 0.6% | ▲New New position | |
| 41 | Elevance Health Inc Formerly COM | $18.2M | 62.0K | 0.6% | ▲New New position | |
| 42 | Werner Enterprises Inc COM | $16.3M | 553.4K | 0.5% | ▼−30% Reduced · −240K sh | |
| 43 | Avis Budget Group Inc COM | $13.5M | 92.2K | 0.4% | ▲New New position | |
| 44 | Warrior Met Coal Inc COM | $13.3M | 143.1K | 0.4% | ▼−91% Reduced · −1.5M sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 44 | $3.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 38 | $3.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 41 | $2.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 40 | $2.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 41 | $2.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 36 | $3.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 33 | $3.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 34 | $3.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 31 | $1.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 33 | $1.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 26 | $1.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 22 | $1.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 31 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 32 | $2.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 36 | $2.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 30 | $1.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 26 | $1.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 25 | $936.4M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 22 | $713.9M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 20 | $665.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 22 | $689.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 27 | $689.4M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 25 | $547.3M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 25 | $499.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.