Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mudita Advisors LLP (CIK 1907809) reported $490.1M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HGV ($108.7M, 22.18%), IAG ($44.7M, 9.12%), ESTA ($43.4M, 8.86%), MGM ($35.0M, 7.14%), DAR ($26.3M, 5.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HGV | HILTON GRAND VACATIONS INC | $108.7M | 22.18% | 2.8M | Added |
| 2 | IAG | IAMGOLD CORP | $44.7M | 9.12% | 2.4M | Hold |
| 3 | ESTA | ESTABLISHMENT LABS HLDGS INC | $43.4M | 8.86% | 764,563 | Added |
| 4 | MGM | MGM RESORTS INTERNATIONAL | $35.0M | 7.14% | 945,938 | Added |
| 5 | DAR | DARLING INGREDIENTS INC | $26.3M | 5.36% | 424,841 | Added |
| 6 | CNQ | CANADIAN NAT RES LTD MED TER | $25.9M | 5.29% | 532,366 | Trimmed |
| 7 | ORLA | ORLA MNG LTD NEW | $21.2M | 4.34% | 1.3M | Trimmed |
| 8 | APPN | APPIAN CORP | $20.2M | 4.13% | 839,400 | New |
| 9 | AGI | ALAMOS GOLD INC | $20.0M | 4.07% | 449,204 | Added |
| 10 | HCC | WARRIOR MET COAL INC | $16.2M | 3.31% | 174,000 | Trimmed |
| 11 | CNR | CORE NATURAL RESOURCES INC | $15.1M | 3.09% | 144,400 | New |
| 12 | CHK | EXPAND ENERGY CORPORATION | $13.6M | 2.77% | 123,700 | Added |
| 13 | TGB | TASEKO MINES LTD | $13.2M | 2.70% | 2.1M | Trimmed |
| 14 | FLUT | FLUTTER ENTMT PLC | $11.9M | 2.43% | 116,976 | Added |
| 15 | BSM | BLACK STONE MINERALS L P | $11.5M | 2.35% | 760,877 | Hold |
| 16 | BG | BUNGE GLOBAL SA | $9.8M | 2.00% | 77,200 | New |
| 17 | SSL | SASOL LTD | $7.9M | 1.61% | 607,325 | New |
| 18 | HBM | HUDBAY MINERALS INC | $6.6M | 1.35% | 317,389 | Trimmed |
| 19 | ZM | ZOOM COMMUNICATIONS INC | $6.3M | 1.29% | 78,800 | New |
| 20 | SPGI | S&P GLOBAL INC | $6.0M | 1.22% | 14,000 | New |
| 21 | KGC | KINROSS GOLD CORP | $5.3M | 1.09% | 174,335 | Hold |
| 22 | AAUCD | ALLIED GOLD CORP | $5.0M | 1.01% | 160,234 | Trimmed |
| 23 | NC | NACCO INDS INC | $4.8M | 0.98% | 92,520 | Hold |
| 24 | ODV | OSISKO DEVELOPMENT CORP | $3.6M | 0.73% | 1.1M | New |
| 25 | VBNK | VERSABANK NEW | $2.9M | 0.59% | 202,925 | Added |
Source: SEC Form 13F filings · as of 2026-03-31