Maple Rock Capital Partners Q4 2020 13F Holdings

Maple Rock Capital Partners Q4 2020 holdings
TickerName Value Shares↓ Weighting
WDC WESTERN DIGI... WDCcallAdd  $111,062
205.3%
2,005,100
101.5%
16.11%
142.4%
SM SM ENERGY COAdd  $54,541
425.7%
8,911,964
36.6%
7.91%
317.4%
TROX TRONOX HOLDINGS PLCAdd  $51,609
140.1%
3,530,000
29.2%
7.49%
90.6%
ARMK ARAMARK ARMKcall  $40,404
45.5%
1,050,0000.0%5.86%
15.5%
WDC WESTERN DIGITAL CORP.Reduce  $37,111
12.4%
670,000
-25.8%
5.38%
-10.7%
NGVT INGEVITY CORPReduce  $36,729
6.3%
485,000
-30.6%
5.33%
-15.6%
OVV OVINTIV INCNew  $32,0232,230,0004.65%
TGI TRIUMPH GROUP INC NEWReduce  $29,551
78.3%
2,352,806
-7.6%
4.29%
41.6%
SPR SPIRIT AEROSYSTEMS HLD...Reduce  $26,894
34.9%
688,000
-34.8%
3.90%
7.1%
AAWW ATLAS AIR WORLDWIDE HL...Reduce  $26,670
-14.8%
489,000
-4.9%
3.87%
-32.4%
H HYATT HOTELS... Hcall  $23,760
39.1%
320,0000.0%3.45%
10.5%
SIX SIX FLAGS ENTMT CORP NEWNew  $22,847670,0003.31%
ARCH ARCH RESOURCES INCcl aReduce  $22,366
-29.6%
511,000
-31.7%
3.24%
-44.1%
SBSW SIBANYE STILLWATER LTDsponsored adrAdd  $20,673
48.0%
1,301,000
3.7%
3.00%
17.5%
SABR SABRE CORPNew  $18,9321,575,0002.75%
PDCE PDC ENERGY INCReduce  $17,430
6.2%
849,000
-35.9%
2.53%
-15.7%
AER AERCAP HOLDINGS NVNew  $15,771346,0002.29%
LAUR LAUREATE EDUCATION INCcl aReduce  $15,619
-19.3%
1,072,712
-26.4%
2.27%
-36.0%
FUN CEDAR FAIR L Pdepositry unitAdd  $14,949
755.2%
380,000
510.2%
2.17%
579.0%
MERC MERCER INTL INCNew  $13,5111,318,1101.96%
DOOR MASONITE INTL CORPAdd  $12,784
29.9%
130,000
30.0%
1.85%
3.1%
CVE CENOVUS ENERGY INCNew  $12,6842,100,0001.84%
FANG DIAMONDBACK ENERGY INCNew  $10,164210,0001.47%
CGC CANOPY GROWTH CORPNew  $8,131330,0001.18%
SCPL SCIPLAY CORPORATIONcl a  $6,925
-14.6%
500,0000.0%1.00%
-32.2%
ENS ENERSYSNew  $3,32240,0000.48%
LXU LSB INDS INCReduce  $2,897
87.4%
854,500
-10.5%
0.42%
48.8%
TLND TALEND S AadsSold out  $0-101,288-0.72%
ARMK ARAMARKSold out  $0-370,300-1.79%
TDG TRANSDIGM GROUP INCSold out  $0-42,000-3.65%
NLOK NORTONLIFELOCK INCSold out  $0-1,120,000-4.26%
VNO VORNADO RLTY TR VNOcallsh ben intSold out  $0-880,000-5.42%
TECK TECK RESOURCES LTDcl bSold out  $0-2,688,000-6.84%
WFC WELLS FARGO ... WFCcallSold out  $0-3,060,000-13.14%