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Mudita Advisors LLP

Portfolio Manager
Mudita Advisors LLP
Performance
+20.37% (2025 Q4)
AUM (13F)
$490.07M
# of Holdings
28
Performance Rank
Allocation (Top 20)
94.61%

Mudita Advisors LLP Holdings Map

Top 28 Mudita Advisors LLP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
HGV
HILTON GRAND VACATIONS INC
22.18%2.78M$108.7M
+6.59%(+171.69K)
2025-Q1: 1.10M shares2025-Q2: 2.14M shares2025-Q3: 2.33M shares2025-Q4: 2.61M shares2026-Q1: 2.78M shares
$42.01(+6.77%)
2026-03-31
IAG
IAMGOLD CORP
9.12%2.38M$44.7M
+0.00%(+0)
2025-Q1: 2.08M shares2025-Q2: 2.68M shares2025-Q3: 2.68M shares2025-Q4: 2.38M shares2026-Q1: 2.38M shares
$5.18(+256.67%)
2026-03-31
ESTA
ESTABLISHMENT LABS HLDGS INC
8.86%764.6K$43.4M
+9.27%(+64.86K)
2025-Q1: 479.4K shares2025-Q2: 600.7K shares2025-Q3: 686.8K shares2025-Q4: 699.7K shares2026-Q1: 764.6K shares
$48.25(+44.66%)
2026-03-31
MGM
MGM RESORTS INTERNATIONAL
7.14%945.9K$35.0M
+9.87%(+85.00K)
2025-Q1: 0 shares2025-Q2: 303.8K shares2025-Q3: 628.3K shares2025-Q4: 860.9K shares2026-Q1: 945.9K shares
$34.29(+7.34%)
2026-03-31
DAR
DARLING INGREDIENTS INC
5.36%424.8K$26.3M
+92.24%(+203.84K)
2025-Q1: 0 shares2025-Q2: 111.8K shares2025-Q3: 111.8K shares2025-Q4: 221.0K shares2026-Q1: 424.8K shares
$41.21(+52.33%)
2026-03-31
CNQ
CANADIAN NAT RES LTD MED TER
5.29%532.4K$25.9M
-16.43%(-104.68K)
2025-Q1: 637.0K shares2025-Q2: 637.0K shares2025-Q3: 637.0K shares2025-Q4: 637.0K shares2026-Q1: 532.4K shares
$23.02(+106.68%)
2026-03-31
ORLA
ORLA MNG LTD NEW
4.34%1.32M$21.2M
-8.50%(-122.40K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.40M shares2025-Q4: 1.44M shares2026-Q1: 1.32M shares
$10.46(+41.42%)
2026-03-31
APPN
APPIAN CORP
4.13%839.4K$20.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 839.4K shares
$29.76(-35.43%)
2026-03-31
AGI
ALAMOS GOLD INC
4.07%449.2K$20.0M
+42.18%(+133.26K)
2025-Q1: 497.3K shares2025-Q2: 477.8K shares2025-Q3: 287.1K shares2025-Q4: 315.9K shares2026-Q1: 449.2K shares
$21.64(+100.81%)
2026-03-31
HCC
WARRIOR MET COAL INC
3.31%174.0K$16.2M
-67.52%(-361.76K)
2025-Q1: 417.2K shares2025-Q2: 558.6K shares2025-Q3: 562.7K shares2025-Q4: 535.8K shares2026-Q1: 174.0K shares
$50.14(+71.27%)
2026-03-31

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