Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 21
- +2 vs. Q3 2025
- Portfolio value
- $462.7M
- +$116.9M (+33.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HGVHilton Grand Vacations Inc. | COM | 2,607,012 | $116.7M | 25.2% | +273,866+11.7% | Added | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 699,703 | $51.0M | 11.0% | +12,939+1.9% | Added | History |
| HCCWarrior Met Coal, Inc. | COM | 535,765 | $47.2M | 10.2% | −26,900−4.8% | Reduced | History |
| IAGIamgold Corp | COM | 2,375,300 | $39.2M | 8.5% | −305,700−11.4% | Reduced | History |
| MGMMGM Resorts International | Stock | 860,938 | $31.4M | 6.8% | +232,600+37.0% | Added | History |
| TGBTrekor Metals Ltd | COM | 4,388,401 | $24.8M | 5.4% | +1,600,000+57.4% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 637,044 | $21.6M | 4.7% | 00.0% | Unchanged | History |
| Orla MNG Ltd New68634K106 | COM | 1,440,000 | $19.4M | 4.2% | +40,000+2.9% | Added | – |
| HBMHudbay Minerals Inc. | COM | 924,189 | $18.3M | 4.0% | −3160.0% | Reduced | History |
| EXEExpand Energy Corp | COM | 115,100 | $12.7M | 2.7% | 00.0% | Unchanged | History |
| AGIAlamos Gold Inc | Stock | 315,943 | $12.2M | 2.6% | +28,839+10.0% | Added | History |
| AAUCAllied Gold Corp | COM NEW | 483,234 | $11.1M | 2.4% | +183,000+61.0% | Added | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 760,877 | $10.1M | 2.2% | 00.0% | Unchanged | History |
| GROYGold Royalty Corp. | COMMON SHARES | 2,100,000 | $8.48M | 1.8% | +2,100,000 | New | History |
| DARDarling Ingredients Inc. | COM | 221,000 | $7.96M | 1.7% | +109,200+97.7% | Added | History |
| FLUTFlutter Entertainment plc | SHS | 35,876 | $7.73M | 1.7% | −2,660−6.9% | Reduced | History |
| BBarrick Mining Corp | Stock | 154,100 | $6.71M | 1.5% | +154,100 | New | History |
| MXCTMaxcyte, Inc. | COM | 3,370,689 | $5.22M | 1.1% | 00.0% | Unchanged | History |
| KGCKinross Gold Corp | COM | 174,335 | $4.91M | 1.1% | 00.0% | Unchanged | History |
| NCNacco Industries Inc | CL A | 92,520 | $4.54M | 1.0% | 00.0% | Unchanged | History |
| VBNKVersaBank | COM | 97,591 | $1.46M | 0.3% | +97,591 | New | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Metals Acquisition CorpG60409110 | ORD SHS | 183,668 | $2.24M | 0.6% | – |