Mudita Advisors Llp Portfolio Stock Holdings
Mudita Advisors Llp disclosed 28 stock positions valued at approximately $490.1 million in its latest SEC 13F filing. The largest holdings include HILTON GRAND VACATIONS INC, IAMGOLD CORP, and ESTABLISHMENT LABS HLDGS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 28
- Portfolio Value
- $490.1M
Holdings by Sector
Mudita Advisors Llp Portfolio Holdings in Q1 2026
27 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HILTON GRAND VACATIONS INC | HGV | Consumer Cyclical | 22.18% | 2,778,706 | +171,694 | +6.59% | $108,702,979 |
| IAMGOLD CORP | IAG | Basic Materials | 9.12% | 2,375,300 | - | - | $44,690,120 |
| ESTABLISHMENT LABS HLDGS INC | ESTA | Other | 8.86% | 764,563 | +64,860 | +9.27% | $43,411,888 |
| MGM RESORTS INTERNATIONAL | MGM | Consumer Cyclical | 7.14% | 945,938 | +85,000 | +9.87% | $35,009,166 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 5.36% | 424,841 | +203,841 | +92.24% | $26,276,415 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 5.29% | 532,366 | -104,678 | -16.43% | $25,942,195 |
| ORLA MNG LTD NEW | ORLA | Basic Materials | 4.34% | 1,317,600 | -122,400 | -8.50% | $21,247,644 |
| APPIAN CORP | APPN | Technology | 4.13% | 839,400 | +839,400 | +100.00% | $20,237,935 |
| ALAMOS GOLD INC | AGI | Basic Materials | 4.07% | 449,204 | +133,261 | +42.18% | $19,958,133 |
| WARRIOR MET COAL INC | HCC | Basic Materials | 3.31% | 174,000 | -361,765 | -67.52% | $16,208,099 |
| CORE NATURAL RESOURCES INC | CEIX | Other | 3.09% | 144,400 | +144,400 | +100.00% | $15,123,012 |
| EXPAND ENERGY CORPORATION | CHK | Energy | 2.77% | 123,700 | +8,600 | +7.47% | $13,579,786 |
| TASEKO MINES LTD | TGB | Basic Materials | 2.70% | 2,053,209 | -2,335,192 | -53.21% | $13,243,199 |
| FLUTTER ENTMT PLC | FLUT | Other | 2.43% | 116,976 | +81,100 | +226.06% | $11,926,016 |
| BLACK STONE MINERALS L P | BSM | Energy | 2.35% | 760,877 | - | - | $11,504,460 |
| BUNGE GLOBAL SA | BG | Other | 2.00% | 77,200 | +77,200 | +100.00% | $9,819,840 |
| SASOL LTD | SSL | Basic Materials | 1.61% | 607,325 | +607,325 | +100.00% | $7,870,931 |
| HUDBAY MINERALS INC | HBM | Basic Materials | 1.35% | 317,389 | -606,800 | -65.66% | $6,633,729 |
| ZOOM COMMUNICATIONS INC | ZM | Technology | 1.29% | 78,800 | +78,800 | +100.00% | $6,334,732 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.22% | 14,000 | +14,000 | +100.00% | $5,954,760 |
| KINROSS GOLD CORP | KGC | Basic Materials | 1.09% | 174,335 | - | - | $5,320,704 |
| NACCO INDS INC | NC | Energy | 0.98% | 92,520 | - | - | $4,808,265 |
| OSISKO DEVELOPMENT CORP | ODV | Basic Materials | 0.73% | 1,100,000 | +1,100,000 | +100.00% | $3,575,000 |
| VERSABANK NEW | VBNK | Financial Services | 0.59% | 202,925 | +105,334 | +107.93% | $2,875,447 |
| MAXCYTE INC | MXCT | Healthcare | 0.48% | 3,370,689 | - | - | $2,367,909 |
| ADVANSIX INC | ASIX | Basic Materials | 0.41% | 82,807 | +82,807 | +100.00% | $2,020,491 |
| BARRICK MNG CORP | B | Other | 0.09% | 11,200 | -142,900 | -92.73% | $456,848 |