Institutions / Mudita Advisors LLP
Mudita Advisors LLP
CIK 1907809 · Institution · as of Dec 31, 2025
Portfolio value
$462.72M
Positions
21
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Hilton Grand Vacations Inc. | $116.66M | 25.2% |
| Establishment Labs Holdings Inc. | $50.99M | 11.0% |
| Warrior Met Coal, Inc. | $47.24M | 10.2% |
| Iamgold Corp | $39.18M | 8.5% |
| MGM Resorts International | $31.42M | 6.8% |
| Taseko Mines Ltd | $24.84M | 5.4% |
| Canadian Nat Res Ltd | $21.56M | 4.7% |
| Orla Mng Ltd New | $19.39M | 4.2% |
| Hudbay Minerals Inc. | $18.35M | 4.0% |
| EXPAND ENERGY Corp | $12.70M | 2.7% |
| Alamos Gold Inc New | $12.19M | 2.6% |
| Allied Gold Corp | $11.07M | 2.4% |
| Black Stone Minerals, L.P.BSM | $10.11M | 2.2% |
| Gold Royalty Corp | $8.48M | 1.8% |
| Darling Ingredients Inc. | $7.96M | 1.7% |
| Flutter Entertainment plc | $7.73M | 1.7% |
| Barrick Mng Corp | $6.71M | 1.5% |
| Maxcyte, Inc. | $5.22M | 1.1% |
| Kinross Gold Corp | $4.91M | 1.1% |
| Nacco Industries IncNC | $4.54M | 1.0% |
| Versabank New | $1.46M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.