Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 19
- +2 vs. Q1 2025
- Portfolio value
- $298.1M
- +$100.2M (+50.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HGVHilton Grand Vacations Inc. | COM | 2,143,860 | $89.0M | 29.9% | +1,046,195+95.3% | Added | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 600,664 | $25.7M | 8.6% | +121,305+25.3% | Added | History |
| HCCWarrior Met Coal, Inc. | COM | 558,565 | $25.6M | 8.6% | +141,400+33.9% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 637,044 | $20.0M | 6.7% | 00.0% | Unchanged | History |
| IAGIamgold Corp | COM | 2,681,600 | $19.7M | 6.6% | +600,200+28.8% | Added | History |
| HBMHudbay Minerals Inc. | COM | 1,357,105 | $14.4M | 4.8% | +1,003,800+284.1% | Added | History |
| EGOEldorado Gold Corp | COM | 658,500 | $13.4M | 4.5% | +139,100+26.8% | Added | History |
| EXEExpand Energy Corp | COM | 110,300 | $12.9M | 4.3% | +27,400+33.1% | Added | History |
| AGIAlamos Gold Inc | Stock | 477,804 | $12.7M | 4.3% | −19,447−3.9% | Reduced | History |
| FLUTFlutter Entertainment plc | SHS | 36,809 | $10.5M | 3.5% | +1,400+4.0% | Added | History |
| MGMMGM Resorts International | Stock | 303,838 | $10.4M | 3.5% | +303,838 | New | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 760,877 | $9.95M | 3.3% | 00.0% | Unchanged | History |
| KGCKinross Gold Corp | COM | 496,800 | $7.76M | 2.6% | +25,600+5.4% | Added | History |
| MXCTMaxcyte, Inc. | COM | 3,370,689 | $7.35M | 2.5% | +42,248+1.3% | Added | History |
| TGBTrekor Metals Ltd | COM | 1,589,701 | $5.01M | 1.7% | +1,589,701 | New | History |
| DARDarling Ingredients Inc. | COM | 111,800 | $4.24M | 1.4% | +111,800 | New | History |
| NCNacco Industries Inc | CL A | 92,520 | $4.10M | 1.4% | +6,239+7.2% | Added | History |
| AAUCAllied Gold Corp | COM NEW | 233,334 | $3.13M | 1.1% | +233,334 | New | History |
| Metals Acquisition CorpG60409110 | ORD SHS | 183,668 | $2.22M | 0.7% | −251,732−57.8% | Reduced | – |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.