Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 28
- +7 vs. Q4 2025
- Portfolio value
- $490.1M
- +$27.3M (+5.9%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HGVHilton Grand Vacations Inc. | COM | 2,778,706 | $108.7M | 22.2% | +171,694+6.6% | Added | History |
| IAGIamgold Corp | COM | 2,375,300 | $44.7M | 9.1% | 00.0% | Unchanged | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 764,563 | $43.4M | 8.9% | +64,860+9.3% | Added | History |
| MGMMGM Resorts International | Stock | 945,938 | $35.0M | 7.1% | +85,000+9.9% | Added | History |
| DARDarling Ingredients Inc. | COM | 424,841 | $26.3M | 5.4% | +203,841+92.2% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 532,366 | $25.9M | 5.3% | −104,678−16.4% | Reduced | History |
| Orla MNG Ltd New68634K106 | COM | 1,317,600 | $21.2M | 4.3% | −122,400−8.5% | Reduced | – |
| APPNAppian Corp | CL A | 839,400 | $20.2M | 4.1% | +839,400 | New | History |
| AGIAlamos Gold Inc | Stock | 449,204 | $20.0M | 4.1% | +133,261+42.2% | Added | History |
| HCCWarrior Met Coal, Inc. | COM | 174,000 | $16.2M | 3.3% | −361,765−67.5% | Reduced | History |
| CNRCore Natural Resources, Inc. | COM SHS | 144,400 | $15.1M | 3.1% | +144,400 | New | History |
| EXEExpand Energy Corp | COM | 123,700 | $13.6M | 2.8% | +8,600+7.5% | Added | History |
| TGBTrekor Metals Ltd | COM | 2,053,209 | $13.2M | 2.7% | −2,335,192−53.2% | Reduced | History |
| FLUTFlutter Entertainment plc | SHS | 116,976 | $11.9M | 2.4% | +81,100+226.1% | Added | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 760,877 | $11.5M | 2.3% | 00.0% | Unchanged | History |
| BGBunge Global SA | COM SHS | 77,200 | $9.82M | 2.0% | +77,200 | New | History |
| SSLSasol Ltd | SPONSORED ADR | 607,325 | $7.87M | 1.6% | +607,325 | New | History |
| HBMHudbay Minerals Inc. | COM | 317,389 | $6.63M | 1.4% | −606,800−65.7% | Reduced | History |
| ZMZoom Communications, Inc. | Stock | 78,800 | $6.33M | 1.3% | +78,800 | New | History |
| SPGIS&P Global Inc. | Stock | 14,000 | $5.95M | 1.2% | +14,000 | New | History |
| KGCKinross Gold Corp | COM | 174,335 | $5.32M | 1.1% | 00.0% | Unchanged | History |
| AAUCAllied Gold Corp | COM NEW | 160,234 | $4.97M | 1.0% | −323,000−66.8% | Reduced | History |
| NCNacco Industries Inc | CL A | 92,520 | $4.81M | 1.0% | 00.0% | Unchanged | History |
| Osisko Development Corp68828E809 | COM NEW | 1,100,000 | $3.58M | 0.7% | +1,100,000 | New | – |
| VBNKVersaBank | COM | 202,925 | $2.88M | 0.6% | +105,334+107.9% | Added | History |
| MXCTMaxcyte, Inc. | COM | 3,370,689 | $2.37M | 0.5% | 00.0% | Unchanged | History |
| ASIXAdvanSix Inc. | COM | 82,807 | $2.02M | 0.4% | +82,807 | New | History |
| BBarrick Mining Corp | Stock | 11,200 | $456.8K | 0.1% | −142,900−92.7% | Reduced | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.