Maple Rock Capital Partners Q1 2021 13F Holdings

Maple Rock Capital Partners Q1 2021 holdings
TickerName Value Shares↓ Weighting
SM SM ENERGY COReduce  $120,172
120.3%
7,341,000
-17.6%
17.44%
120.4%
WDC WESTERN DIGITAL CORP.Add  $72,090
94.3%
1,080,000
61.2%
10.46%
94.3%
TROX TRONOX HOLDINGS PLCReduce  $64,037
24.1%
3,499,305
-0.9%
9.29%
24.1%
SPR SPIRIT AEROSYSTEMS HLD...Add  $44,719
66.3%
919,200
33.6%
6.49%
66.3%
TGI TRIUMPH GROUP INC NEW  $43,245
46.3%
2,352,8060.0%6.28%
46.4%
NGVT INGEVITY CORPReduce  $33,428
-9.0%
442,580
-8.7%
4.85%
-9.0%
OVV OVINTIV INCReduce  $31,299
-2.3%
1,314,000
-41.1%
4.54%
-2.2%
AAWW ATLAS AIR WORLDWIDE HL...Add  $30,456
14.2%
503,905
3.0%
4.42%
14.2%
MT ARCELORMITTAL SA LUXEM...ny registry shNew  $28,587980,0004.15%
CHK CHESAPEAKE ENERGY CORPNew  $27,140625,4883.94%
PDCE PDC ENERGY INCReduce  $26,285
50.8%
764,100
-10.0%
3.81%
50.9%
ARCH ARCH RESOURCES INCcl aAdd  $22,704
1.5%
545,778
6.8%
3.29%
1.5%
SBSW SIBANYE STILLWATER LTDsponsored adrReduce  $20,912
1.2%
1,170,900
-10.0%
3.03%
1.2%
LAUR LAUREATE EDUCATION INCcl aAdd  $18,550
18.8%
1,365,000
27.2%
2.69%
18.8%
CLF CLEVELAND-CLIFFS INC NEWNew  $18,200905,0002.64%
MERC MERCER INTL INCReduce  $18,073
33.8%
1,255,939
-4.7%
2.62%
33.8%
CHKEZ CHESAPEAKE ENERGY CORP*w exp 99/99/999New  $14,163717,4732.06%
DOOR MASONITE INTL CORPReduce  $13,483
5.5%
117,000
-10.0%
1.96%
5.5%
TFII TFI INTL INCNew  $13,477180,2721.96%
CHKEW CHESAPEAKE ENERGY CORP*w exp 99/99/999New  $13,315645,7251.93%
ENS ENERSYSAdd  $8,172
146.0%
90,000
125.0%
1.19%
146.1%
CHKEL CHESAPEAKE ENERGY CORP*w exp 03/01/202New  $6,696398,5960.97%
LXU LSB INDS INCSold out  $0-854,500-0.42%
SCPL SCIPLAY CORPORATIONcl aSold out  $0-500,000-1.00%
CGC CANOPY GROWTH CORPSold out  $0-330,000-1.18%
FANG DIAMONDBACK ENERGY INCSold out  $0-210,000-1.47%
CVE CENOVUS ENERGY INCSold out  $0-2,100,000-1.84%
FUN CEDAR FAIR L Pdepositry unitSold out  $0-380,000-2.17%
AER AERCAP HOLDINGS NVSold out  $0-346,000-2.29%
SABR SABRE CORPSold out  $0-1,575,000-2.75%
SIX SIX FLAGS ENTMT CORP NEWSold out  $0-670,000-3.31%
H HYATT HOTELS... HcallSold out  $0-320,000-3.45%
ARMK ARAMARK ARMKcallSold out  $0-1,050,000-5.86%
WDC WESTERN DIGI... WDCcallSold out  $0-2,005,100-16.11%