Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 19
- 0 vs. Q2 2025
- Portfolio value
- $345.8M
- +$47.7M (+16.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HGVHilton Grand Vacations Inc. | COM | 2,333,146 | $97.5M | 28.2% | +189,286+8.8% | Added | History |
| HCCWarrior Met Coal, Inc. | COM | 562,665 | $35.8M | 10.4% | +4,100+0.7% | Added | History |
| IAGIamgold Corp | COM | 2,681,000 | $34.7M | 10.0% | −6000.0% | Reduced | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 686,764 | $28.2M | 8.1% | +86,100+14.3% | Added | History |
| MGMMGM Resorts International | Stock | 628,338 | $21.8M | 6.3% | +324,500+106.8% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 637,044 | $20.4M | 5.9% | 00.0% | Unchanged | History |
| Orla MNG Ltd New68634K106 | COM | 1,400,000 | $15.1M | 4.4% | +1,400,000 | New | – |
| HBMHudbay Minerals Inc. | COM | 924,505 | $14.0M | 4.1% | −432,600−31.9% | Reduced | History |
| EXEExpand Energy Corp | COM | 115,100 | $12.2M | 3.5% | +4,800+4.4% | Added | History |
| TGBTrekor Metals Ltd | COM | 2,788,401 | $11.8M | 3.4% | +1,198,700+75.4% | Added | History |
| AGIAlamos Gold Inc | Stock | 287,104 | $10.0M | 2.9% | −190,700−39.9% | Reduced | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 760,877 | $10.0M | 2.9% | 00.0% | Unchanged | History |
| FLUTFlutter Entertainment plc | SHS | 38,536 | $9.83M | 2.8% | +1,727+4.7% | Added | History |
| MXCTMaxcyte, Inc. | COM | 3,370,689 | $5.33M | 1.5% | 00.0% | Unchanged | History |
| AAUCAllied Gold Corp | COM NEW | 300,234 | $5.25M | 1.5% | +66,900+28.7% | Added | History |
| KGCKinross Gold Corp | COM | 174,335 | $4.33M | 1.3% | −322,465−64.9% | Reduced | History |
| NCNacco Industries Inc | CL A | 92,520 | $3.90M | 1.1% | 00.0% | Unchanged | History |
| DARDarling Ingredients Inc. | COM | 111,800 | $3.45M | 1.0% | 00.0% | Unchanged | History |
| Metals Acquisition CorpG60409110 | ORD SHS | 183,668 | $2.24M | 0.6% | 00.0% | Unchanged | – |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.