Maple Rock Capital Partners Q2 2020 13F Holdings

Maple Rock Capital Partners Q2 2020 holdings
TickerName Value Shares↓ Weighting
OXY OCCIDENTAL P... OXYcallNew  $49,0442,680,0009.82%
NGVT INGEVITY CORPReduce  $40,444
37.7%
769,345
-7.8%
8.09%
7.5%
WFC WELLS FARGO ... WFCcallNew  $30,7201,200,0006.15%
SPR SPIRIT AEROSYSTEMS HLD...Add  $28,469
28.9%
1,189,200
28.8%
5.70%
0.6%
AAWW ATLAS AIR WORLDWIDE HL...New  $27,270633,7445.46%
NLOK NORTONLIFELOCK INCAdd  $26,612
19.5%
1,342,000
12.8%
5.33%
-6.7%
CVE CENOVUS ENERGY INCNew  $26,1055,590,0005.22%
TDG TRANSDIGM GROUP INCAdd  $24,768
81.9%
56,030
31.7%
4.96%
41.9%
X UNITED STATE... XcallNew  $24,4063,380,3004.88%
TROX TRONOX HOLDINGS PLCReduce  $24,045
39.7%
3,330,264
-3.6%
4.81%
9.0%
TECK TECK RESOURCES LTDcl bAdd  $22,799
146.2%
2,188,000
78.6%
4.56%
92.1%
ARCH ARCH RESOURCES INCcl aNew  $20,769731,0474.16%
LAUR LAUREATE EDUCATION INCcl aReduce  $19,733
-33.9%
1,980,245
-30.2%
3.95%
-48.4%
TGI TRIUMPH GROUP INC NEWReduce  $17,851
11.3%
1,981,259
-16.5%
3.57%
-13.2%
GDXJ VANECK VECTORS ETF TRjr gold miners eReduce  $17,601
-24.9%
355,000
-57.4%
3.52%
-41.4%
TLND TALEND S AadsReduce  $15,584
11.4%
449,636
-27.9%
3.12%
-13.1%
SCPL SCIPLAY CORPcl aAdd  $15,572
133.5%
1,050,000
50.0%
3.12%
82.3%
SBSW SIBANYE STILLWATER LTDsponsored adrAdd  $14,792
123.8%
1,710,000
22.1%
2.96%
74.6%
FANG DIAMONDBACK ENERGY INCAdd  $12,797
225.6%
306,000
104.0%
2.56%
154.1%
WPX WPX ENERGY INCAdd  $11,759
160.3%
1,843,154
24.4%
2.35%
103.0%
ATKR ATKORE INTL GROUP INC  $10,256
29.8%
375,0000.0%2.05%
1.3%
DOOR MASONITE INTL CORP NEW  $6,277
63.9%
80,7000.0%1.26%
27.9%
WDC WESTERN DIGITAL CORP.Reduce  $5,964
-55.2%
135,083
-57.8%
1.19%
-65.1%
PDCE PDC ENERGY INCNew  $4,914395,0000.98%
LXU LSB INDS INC  $1,107
-44.8%
954,5000.0%0.22%
-56.8%
CF CF INDS HLDGS INCSold out  $0-150,000-1.05%
ON ON SEMICONDUCTOR CORPSold out  $0-500,000-1.60%
FCX FREEPORT-MCMORAN INCcl bSold out  $0-1,000,000-1.73%
SSNC SS&C TECHNOLOGIES HLDG...Sold out  $0-175,000-1.97%
STZ CONSTELLATION BRANDS INCcl aSold out  $0-61,000-2.24%
ARCH ARCH COAL INCcl aSold out  $0-540,500-4.01%
XOM EXXON MOBIL ... XOMcallSold out  $0-2,500,000-24.34%