Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 24
- −4 vs. Q1 2026
- Portfolio value
- $481.0M
- −$9.02M (−1.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HGVHilton Grand Vacations Inc. | COM | 2,808,706 | $147.1M | 30.6% | +30,000+1.1% | Added | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 723,063 | $62.0M | 12.9% | −41,500−5.4% | Reduced | History |
| MGMMGM Resorts International | Stock | 945,938 | $45.2M | 9.4% | 00.0% | Unchanged | History |
| IAGIamgold Corp | COM | 2,375,300 | $37.6M | 7.8% | 00.0% | Unchanged | History |
| DARDarling Ingredients Inc. | COM | 424,841 | $23.2M | 4.8% | 00.0% | Unchanged | History |
| CNQCanadian Natural Resources Ltd | COM | 532,366 | $21.0M | 4.4% | 00.0% | Unchanged | History |
| APPNAppian Corp | CL A | 839,400 | $19.2M | 4.0% | 00.0% | Unchanged | History |
| TGBTrekor Metals Ltd | COM | 2,053,209 | $14.1M | 2.9% | 00.0% | Unchanged | History |
| HCCWarrior Met Coal, Inc. | COM | 174,000 | $14.1M | 2.9% | 00.0% | Unchanged | History |
| AGIAlamos Gold Inc | Stock | 449,204 | $13.6M | 2.8% | 00.0% | Unchanged | History |
| CNRCore Natural Resources, Inc. | COM SHS | 169,400 | $13.6M | 2.8% | +25,000+17.3% | Added | History |
| FLUTFlutter Entertainment plc | SHS | 121,976 | $12.5M | 2.6% | +5,000+4.3% | Added | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 760,877 | $10.6M | 2.2% | 00.0% | Unchanged | History |
| Orla MNG Ltd New68634K106 | COM | 790,319 | $7.74M | 1.6% | −527,281−40.0% | Reduced | – |
| HBMHudbay Minerals Inc. | COM | 317,389 | $7.49M | 1.6% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 14,000 | $5.70M | 1.2% | 00.0% | Unchanged | History |
| VBNKVersaBank | COM | 202,925 | $4.71M | 1.0% | 00.0% | Unchanged | History |
| NCNacco Industries Inc | CL A | 92,520 | $4.63M | 1.0% | 00.0% | Unchanged | History |
| MXCTMaxcyte, Inc. | COM | 3,370,689 | $4.15M | 0.9% | 00.0% | Unchanged | History |
| KGCKinross Gold Corp | COM | 174,335 | $4.12M | 0.9% | 00.0% | Unchanged | History |
| ASIXAdvanSix Inc. | COM | 170,490 | $3.39M | 0.7% | +87,683+105.9% | Added | History |
| Osisko Development Corp68828E809 | COM NEW | 1,100,000 | $2.71M | 0.6% | 00.0% | Unchanged | – |
| AAUCAllied Gold Corp | COM NEW | 85,234 | $2.03M | 0.4% | −75,000−46.8% | Reduced | History |
| BBarrick Mining Corp | Stock | 11,200 | $411.4K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (4)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| EXEExpand Energy Corp | COM | 123,700 | $13.6M | 2.8% | History |
| BGBunge Global SA | COM SHS | 77,200 | $9.82M | 2.0% | History |
| SSLSasol Ltd | SPONSORED ADR | 607,325 | $7.87M | 1.6% | History |
| ZMZoom Communications, Inc. | Stock | 78,800 | $6.33M | 1.3% | History |