Mudita Advisors LLP

CIK 1907809 · View on SEC EDGAR ↗

Portfolio value
$481.0M
#3,870 of 9,443 by 13F value · top 41.0%
Positions
24
As of
June 30, 2026

Portfolio value QoQ: -1.8% 13F does not disclose cash

Top 10 holdings weight
82.60%
Top 25 holdings weight
100.00%
Positions above 1%
16
Effective number of positions
7.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 4.11% Est. buys $19,951,201 · sells $61,353,033

Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 64.9% still held

New positions
1
Increased
4
Decreased
3
Closed
5
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+52.9%
S&P 500 total return (same window)
+28.1%
Excess return
+24.9%

Annualized: +32.8% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 92.7% · Options excluded: 0.0%

Sector breakdown

Consumer Discretionary
42.6%
Materials
17.8%
Health Care
13.8%
Energy
10.4%
Consumer Staples
4.8%
Technology
4.0%
Financial Services
1.2%
Financials
1.0%
Other/Unmapped
4.5%

Full portfolio 24 positions

Type Streak 8Q trend
HGV Hilton Grand Vacations Inc. Common Stock $147,091,933 30.58% 2,808,706 $38,388,954 Up ×6
ESTA Establishment Labs Holdings Inc. - Common Shares $62,046,036 12.90% 723,063 $18,634,148 Down ×1
MGM MGM Resorts International Common Stock $45,225,296 9.40% 945,938 $10,216,130
IAG Iamgold Corporation Ordinary Shares $37,646,631 7.83% 2,375,300 $-7,043,489
DAR Darling Ingredients Inc. Common Stock $23,204,815 4.82% 424,841 $-3,071,600
CNQ Canadian Natural Resources Limited Common Stock $21,028,457 4.37% 532,366 $-4,913,738
APPN Appian Corporation - Class A Common Stock $19,222,260 4.00% 839,400 $-1,015,675
Unknown issuer (CUSIP: 89472Y107) $14,126,078 2.94% 2,053,209 Up ×1
HCC Warrior Met Coal, Inc. Common Stock $14,121,840 2.94% 174,000 $-2,086,259
AGI Alamos Gold Inc. Class A Common Shares $13,628,849 2.83% 449,204 $-6,329,284
CNR Core Natural Resources, Inc. Common Stock $13,555,388 2.82% 169,400 $-1,567,624 Up ×1
FLUT Flutter Entertainment plc Ordinary Shares $12,450,938 2.59% 121,976 $524,922 Up ×2
BSM Black Stone Minerals, L.P. Common units representing limited partner interests $10,629,452 2.21% 760,877 $-875,008
ORLA $7,736,154 1.61% 790,319 $-13,511,490 Down ×2
HBM Hudbay Minerals Inc. Ordinary Shares (Canada) $7,493,577 1.56% 317,389 $859,848
SPGI S&P Global Inc. Common Stock $5,701,640 1.19% 14,000 $-253,120
VBNK VersaBank - Common Shares $4,709,889 0.98% 202,925 $1,834,442
NC NACCO Industries, Inc. Common Stock $4,630,626 0.96% 92,520 $-177,639
MXCT MaxCyte, Inc. - Common Stock $4,145,947 0.86% 3,370,689 $1,778,038
KGC Kinross Gold Corporation Common Stock $4,117,793 0.86% 174,335 $-1,202,911
ASIX AdvanSix Inc. Common Stock $3,389,341 0.70% 170,490 $1,368,850 Up ×1
ODV Osisko Development Corp. Common Shares $2,706,000 0.56% 1,100,000 $-869,000
AAUC Allied Gold Corporation Common Shares $2,025,231 0.42% 85,234 $-2,940,552 Down ×2
B Barrick Mining Corporation Common Shares $411,376 0.09% 11,200 $-45,472

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
HGV $147,091,933 30.58% up ×6

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: 89472Y107) $14,126,078 2,053,209 2.94%

Top movers (QoQ)

Security Action Shares Δ Value Δ
HGV Bought more +30K +$38.4M
ESTA Trimmed -42K +$18.6M
ORLA Trimmed -527K -$13.5M
MGM Price move only +0 +$10.2M
IAG Price move only +0 -$7.0M
AGI Price move only +0 -$6.3M
CNQ Price move only +0 -$4.9M
DAR Price move only +0 -$3.1M
AAUC Trimmed -75K -$2.9M
HCC Price move only +0 -$2.1M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
EXE June 30, 2026 123,700 $13,579,786 6.4%
EGO Sept. 30, 2025 658,500 $13,393,890 44.4%
TGB June 30, 2026 2,053,209 $13,243,199 No longer tracked
BG June 30, 2026 77,200 $9,819,840 9.9%
GROY March 31, 2026 2,100,000 $8,484,000 No longer tracked
APO March 31, 2025 49,570 $8,186,981 -3.0%
SSL June 30, 2026 607,325 $7,870,931 25.5%
ZM June 30, 2026 78,800 $6,334,732 24.9%
X June 30, 2025 132,200 $5,586,772 No longer tracked
GOLD June 30, 2025 190,405 $3,701,473 102.5%
MTAL Dec. 31, 2025 183,668 $2,242,587
CRL March 31, 2025 9,607 $1,773,452 93.3%
NGD March 31, 2025 588,594 $1,459,713 No longer tracked