Mudita Advisors LLP
Mudita Advisors LLP reported 24 holdings worth US$481M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Mudita Advisors LLP reported 24 holdings worth US$481M as of Jun 30, 2026. Largest: Hilton Grand Vacations Inc., Establishment Labs Holdings Inc. and Mgm Resorts International. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$481M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Hilton Grand Vacations Inc. | 2.81M | US$147M | 30.6% |
| Establishment Labs Holdings Inc. | 723K | US$62M | 12.9% |
| Mgm Resorts International | 946K | US$45.2M | 9.4% |
| Iamgold Corporation | 2.38M | US$37.6M | 7.8% |
| Darling Ingredients Inc. | 425K | US$23.2M | 4.8% |
| Canadian Natural Resources Limited | 532K | US$21M | 4.4% |
| Appian Corporation | 839K | US$19.2M | 4.0% |
| Warrior Met Coal, Inc. | 174K | US$14.1M | 2.9% |
| Alamos Gold Inc. | 449K | US$13.6M | 2.8% |
| Core Natural Resources, Inc. | 169K | US$13.6M | 2.8% |
| Black Stone Minerals, L.p. | 761K | US$10.6M | 2.2% |
| Orla Mining Ltd. | 790K | US$7.74M | 1.6% |
| Hudbay Minerals Inc | 317K | US$7.49M | 1.6% |
| S&p Global Inc. | 14,000 | US$5.7M | 1.2% |
| Versabank | 203K | US$4.71M | 0.98% |
| Nacco Industries, Inc. | 92,520 | US$4.63M | 0.96% |
| Maxcyte, Inc. | 3.37M | US$4.15M | 0.86% |
| Kinross Gold Corporation | 174K | US$4.12M | 0.86% |
| Advansix Inc. | 170K | US$3.39M | 0.70% |
| Osisko Gold Group Inc. | 1.1M | US$2.71M | 0.56% |
| Allied Gold Corporation | 85,234 | US$2.03M | 0.42% |
| Barrick Mining Corporation | 11,200 | US$411K | 0.09% |
| Zoom Communications, Inc. | 0 | US$0 | 0.00% |
| Expand Energy Corporation | 0 | US$0 | 0.00% |
| Sasol Limited | 0 | US$0 | 0.00% |
| Taseko Mines Limited | 0 | US$0 | 0.00% |
Source
View original at SEC
Related