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 $481.0M across 24 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: HGV ($147.1M, 30.58%), ESTA ($62.0M, 12.90%), MGM ($45.2M, 9.40%), IAG ($37.6M, 7.83%), DAR ($23.2M, 4.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HGV | HILTON GRAND VACATIONS INC | $147.1M | 30.58% | 2.8M | Added |
| 2 | ESTA | ESTABLISHMENT LABS HLDGS INC | $62.0M | 12.90% | 723,063 | Trimmed |
| 3 | MGM | MGM RESORTS INTERNATIONAL | $45.2M | 9.40% | 945,938 | Hold |
| 4 | IAG | IAMGOLD CORP | $37.6M | 7.83% | 2.4M | Hold |
| 5 | DAR | DARLING INGREDIENTS INC | $23.2M | 4.82% | 424,841 | Hold |
| 6 | CNQ | CANADIAN NAT RES LTD MED TER | $21.0M | 4.37% | 532,366 | Hold |
| 7 | APPN | APPIAN CORP | $19.2M | 4.00% | 839,400 | Hold |
| 8 | HCC | WARRIOR MET COAL INC | $14.1M | 2.94% | 174,000 | Hold |
| 9 | TGB | TREKOR METALS LTD | $14.1M | 2.94% | 2.1M | New |
| 10 | AGI | ALAMOS GOLD INC | $13.6M | 2.83% | 449,204 | Hold |
| 11 | CNR | CORE NATURAL RESOURCES INC | $13.6M | 2.82% | 169,400 | Added |
| 12 | FLUT | FLUTTER ENTMT PLC | $12.5M | 2.59% | 121,976 | Added |
| 13 | BSM | BLACK STONE MINERALS L P | $10.6M | 2.21% | 760,877 | Hold |
| 14 | ORLA | ORLA MNG LTD NEW | $7.7M | 1.61% | 790,319 | Trimmed |
| 15 | HBM | HUDBAY MINERALS INC | $7.5M | 1.56% | 317,389 | Hold |
| 16 | SPGI | S&P GLOBAL INC | $5.7M | 1.19% | 14,000 | Hold |
| 17 | VBNK | VERSABANK NEW | $4.7M | 0.98% | 202,925 | Hold |
| 18 | NC | NACCO INDS INC | $4.6M | 0.96% | 92,520 | Hold |
| 19 | KGC | KINROSS GOLD CORP | $4.1M | 0.86% | 174,335 | Hold |
| 20 | MXCT | MAXCYTE INC | $4.1M | 0.86% | 3.4M | Hold |
| 21 | ASIX | ADVANSIX INC | $3.4M | 0.70% | 170,490 | Added |
| 22 | ODV | OSISKO DEVELOPMENT CORP | $2.7M | 0.56% | 1.1M | Hold |
| 23 | AAUC | ALLIED GOLD CORP | $2.0M | 0.42% | 85,234 | Trimmed |
| 24 | B | BARRICK MNG CORP | $411,376 | 0.09% | 11,200 | Hold |
| 25 | EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30