Mudita Advisors Llp Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Mudita Advisors Llp disclosed 22 stock positions valued at approximately $481.05M as of quarter-end June 30, 2026. The largest holdings include HILTON GRAND VACATIONS INC, ESTABLISHMENT LABS HLDGS INC, and MGM RESORTS INTERNATIONAL.
- Report Period
- June 30, 2026
- No. of Stocks
- 22
- Portfolio Value
- $481.05M
Holdings by Sector
Mudita Advisors Llp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HILTON GRAND VACATIONS INC | HGV | Consumer Cyclical | 30.58% | 2,808,706 | +30,000 | +1.08% | $147,091,933 |
| ESTABLISHMENT LABS HLDGS INC | ESTA | Other | 12.90% | 723,063 | -41,500 | -5.43% | $62,046,036 |
| MGM RESORTS INTERNATIONAL | MGM | Consumer Cyclical | 9.40% | 945,938 | - | - | $45,225,296 |
| IAMGOLD CORP | IAG | Basic Materials | 7.83% | 2,375,300 | - | - | $37,646,631 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 4.82% | 424,841 | - | - | $23,204,815 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 4.37% | 532,366 | - | - | $21,028,457 |
| APPIAN CORP | APPN | Technology | 4.00% | 839,400 | - | - | $19,222,260 |
| WARRIOR MET COAL INC | HCC | Basic Materials | 2.94% | 174,000 | - | - | $14,121,840 |
| ALAMOS GOLD INC | AGI | Basic Materials | 2.83% | 449,204 | - | - | $13,628,849 |
| CORE NATURAL RESOURCES INC | CEIX | Other | 2.82% | 169,400 | +25,000 | +17.31% | $13,555,388 |
| FLUTTER ENTMT PLC | FLUT | Other | 2.59% | 121,976 | +5,000 | +4.27% | $12,450,938 |
| BLACK STONE MINERALS L P | BSM | Energy | 2.21% | 760,877 | - | - | $10,629,452 |
| ORLA MNG LTD NEW | ORLA | Basic Materials | 1.61% | 790,319 | -527,281 | -40.02% | $7,736,154 |
| HUDBAY MINERALS INC | HBM | Basic Materials | 1.56% | 317,389 | - | - | $7,493,577 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.19% | 14,000 | - | - | $5,701,640 |
| VERSABANK NEW | VBNK | Financial Services | 0.98% | 202,925 | - | - | $4,709,889 |
| NACCO INDS INC | NC | Energy | 0.96% | 92,520 | - | - | $4,630,626 |
| MAXCYTE INC | MXCT | Healthcare | 0.86% | 3,370,689 | - | - | $4,145,947 |
| KINROSS GOLD CORP | KGC | Basic Materials | 0.86% | 174,335 | - | - | $4,117,793 |
| ADVANSIX INC | ASIX | Basic Materials | 0.70% | 170,490 | +87,683 | +105.89% | $3,389,341 |
| OSISKO DEVELOPMENT CORP | ODV | Basic Materials | 0.56% | 1,100,000 | - | - | $2,706,000 |
| BARRICK MNG CORP | B | Other | 0.09% | 11,200 | - | - | $411,376 |
Showing 22 of 22 holdings in the latest reporting period.