Mudita Advisors LLP 13F holdings
Mudita Advisors LLP reported 24 positions with a total reported value of $481.0M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: HGV HILTON GRAND VACATIONS INC (30.6%), ESTA ESTABLISHMENT LABS HLDGS INC (12.9%), MGM MGM RESORTS INTERNATIONAL (9.4%), IAG IAMGOLD CORP (7.8%), DAR DARLING INGREDIENTS INC (4.8%). Against 2026-03-31 it opened 1 new position and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
24 largest of 24 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| HGV HILTON GRAND VACATIONS INC | 2,808,706 | $147.1M | 30.6% |
| ESTA ESTABLISHMENT LABS HLDGS INC | 723,063 | $62.0M | 12.9% |
| MGM MGM RESORTS INTERNATIONAL | 945,938 | $45.2M | 9.4% |
| IAG IAMGOLD CORP | 2,375,300 | $37.6M | 7.8% |
| DAR DARLING INGREDIENTS INC | 424,841 | $23.2M | 4.8% |
| CANADIAN NAT RES LTD MED TER | 532,366 | $21.0M | 4.4% |
| APPN APPIAN CORP | 839,400 | $19.2M | 4.0% |
| TGB TREKOR METALS LTD | 2,053,209 | $14.1M | 2.9% |
| HCC WARRIOR MET COAL INC | 174,000 | $14.1M | 2.9% |
| AGI ALAMOS GOLD INC | 449,204 | $13.6M | 2.8% |
| CNR CORE NATURAL RESOURCES INC | 169,400 | $13.6M | 2.8% |
| FLUTTER ENTMT PLC | 121,976 | $12.5M | 2.6% |
| BSM BLACK STONE MINERALS L P | 760,877 | $10.6M | 2.2% |
| ORLA MNG LTD NEW | 790,319 | $7.7M | 1.6% |
| HBM HUDBAY MINERALS INC | 317,389 | $7.5M | 1.6% |
| SPGI S&P GLOBAL INC | 14,000 | $5.7M | 1.2% |
| VBNK VERSABANK NEW | 202,925 | $4.7M | 1.0% |
| NACCO INDS INC | 92,520 | $4.6M | 1.0% |
| MXCT MAXCYTE INC | 3,370,689 | $4.1M | 0.9% |
| KGC KINROSS GOLD CORP | 174,335 | $4.1M | 0.9% |
| ASIX ADVANSIX INC | 170,490 | $3.4M | 0.7% |
| OSISKO DEVELOPMENT CORP | 1,100,000 | $2.7M | 0.6% |
| AAUC ALLIED GOLD CORP | 85,234 | $2.0M | 0.4% |
| BARRICK MNG CORP | 11,200 | $411.4K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TGB TREKOR METALS LTD | 2,053,209 | $14.1M | 2.9% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CNR CORE NATURAL RESOURCES INC | 144,400 | 169,400 | +17.3% | $13.6M |
| ASIX ADVANSIX INC | 82,807 | 170,490 | +105.9% | $3.4M |
| HGV HILTON GRAND VACATIONS INC | 2,778,706 | 2,808,706 | +1.1% | $147.1M |
| FLUTTER ENTMT PLC | 116,976 | 121,976 | +4.3% | $12.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ORLA MNG LTD NEW | 1,317,600 | 790,319 | -40.0% | $7.7M |
| ESTA ESTABLISHMENT LABS HLDGS INC | 764,563 | 723,063 | -5.4% | $62.0M |
| AAUC ALLIED GOLD CORP | 160,234 | 85,234 | -46.8% | $2.0M |
CIK 1907809 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
