Mudita Advisors LLP — 13F Holdings & Portfolio
CIK 1907809 · latest 13F-HR filed 2026-08-13
Mudita Advisors LLP manages $481.0M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are HGV (30.58%), ESTA (12.90%), MGM (9.40%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 5, added to 7, and trimmed 13.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
6TH FLOOR
LONDON, X0 SW1Y 4JU
$481.0M
Long-equity book
24
Distinct positions
2026-06-30
Filed 2026-08-13
+1 / −5 / ↑7 / ↓13
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- HILTON GRAND VACATIONS INC$38.4M +35.3%
- ESTABLISHMENT LABS HLDGS INC$18.6M +42.9%
- MGM RESORTS INTERNATIONAL$10.2M +29.2%
- VERSABANK NEW$1.8M +63.8%
- MAXCYTE INC$1.8M +75.1%
Top Trims
- ORLA MNG LTD NEW-$13.5M -63.6%
- IAMGOLD CORP-$7.0M -15.8%
- ALAMOS GOLD INC-$6.3M -31.7%
- CANADIAN NAT RES LTD MED TER-$4.9M -18.9%
- DARLING INGREDIENTS INC-$3.1M -11.7%
Exited Positions
- EXPAND ENERGY CORPORATION$13.6M
- TASEKO MINES LTD$13.2M
- BUNGE GLOBAL SA$9.8M
- SASOL LTD$7.9M
- ZOOM COMMUNICATIONS INC$6.3M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 43283X105 | $147.1M | 30.58% | 2,808,706 | SH |
| 2 | ESTABLISHMENT LABS HLDGS INC | ESTA | G31249108 | $62.0M | 12.90% | 723,063 | SH |
| 3 | MGM RESORTS INTERNATIONAL | MGM | 552953101 | $45.2M | 9.40% | 945,938 | SH |
| 4 | IAMGOLD CORP | IAG | 450913108 | $37.6M | 7.83% | 2,375,300 | SH |
| 5 | DARLING INGREDIENTS INC | DAR | 237266101 | $23.2M | 4.82% | 424,841 | SH |
| 6 | CANADIAN NAT RES LTD MED TER | CNQ | 136385101 | $21.0M | 4.37% | 532,366 | SH |
| 7 | APPIAN CORP | APPN | 03782L101 | $19.2M | 4.00% | 839,400 | SH |
| 8 | TREKOR METALS LTD | TGB | 89472Y107 | $14.1M | 2.94% | 2,053,209 | SH |
| 9 | WARRIOR MET COAL INC | HCC | 93627C101 | $14.1M | 2.94% | 174,000 | SH |
| 10 | ALAMOS GOLD INC | AGI | 011532108 | $13.6M | 2.83% | 449,204 | SH |
| 11 | CORE NATURAL RESOURCES INC | CNR | 218937100 | $13.6M | 2.82% | 169,400 | SH |
| 12 | FLUTTER ENTMT PLC | FLUT | G3643J108 | $12.5M | 2.59% | 121,976 | SH |
| 13 | BLACK STONE MINERALS L P | BSM | 09225M101 | $10.6M | 2.21% | 760,877 | SH |
| 14 | ORLA MNG LTD NEW | ORLA | 68634K106 | $7.7M | 1.61% | 790,319 | SH |
| 15 | HUDBAY MINERALS INC | HBM | 443628102 | $7.5M | 1.56% | 317,389 | SH |
| 16 | S&P GLOBAL INC | SPGI | 78409V104 | $5.7M | 1.19% | 14,000 | SH |
| 17 | VERSABANK NEW | VBNK | 92512J106 | $4.7M | 0.98% | 202,925 | SH |
| 18 | NACCO INDS INC | NC | 629579103 | $4.6M | 0.96% | 92,520 | SH |
| 19 | MAXCYTE INC | MXCT | 57777K106 | $4.1M | 0.86% | 3,370,689 | SH |
| 20 | KINROSS GOLD CORP | KGC | 496902404 | $4.1M | 0.86% | 174,335 | SH |
| 21 | ADVANSIX INC | ASIX | 00773T101 | $3.4M | 0.70% | 170,490 | SH |
| 22 | OSISKO DEVELOPMENT CORP | ODV | 68828E809 | $2.7M | 0.56% | 1,100,000 | SH |
| 23 | ALLIED GOLD CORP | AAUC | 01921D204 | $2.0M | 0.42% | 85,234 | SH |
| 24 | BARRICK MNG CORP | B | 06849F108 | $411.4K | 0.09% | 11,200 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $481.0M | 24 | 0001172661-26-003403 |
| 2026-03-31 | 2026-05-14 | $490.1M | 28 | 0001172661-26-001925 |
| 2025-12-31 | 2026-02-13 | $462.7M | 21 | 0001172661-26-000800 |
| 2025-09-30 | 2025-11-13 | $345.8M | 19 | 0001172661-25-004771 |