StockDriftsStockDriftsTop 23 Mudita Advisors LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HGV | HILTON GRAND VACATIONS INC | 30.58% | 2.81M | $147.1M | +1.08%(+30.00K) | $42.05(+9.24%) | 2026-06-30 | |
| ESTA | ESTABLISHMENT LABS HLDGS INC | 12.9% | 723.1K | $62.0M | -5.43%(-41.50K) | $48.25(+64.70%) | 2026-06-30 | |
| MGM | MGM RESORTS INTERNATIONAL | 9.4% | 945.9K | $45.2M | +0.00%(+0) | $34.29(+27.67%) | 2026-06-30 | |
| IAG | IAMGOLD CORP | 7.83% | 2.38M | $37.6M | +0.00%(+0) | $5.18(+253.39%) | 2026-06-30 | |
| DAR | DARLING INGREDIENTS INC | 4.82% | 424.8K | $23.2M | +0.00%(+0) | $41.21(+62.67%) | 2026-06-30 | |
| CNQ | CANADIAN NAT RES LTD MED TER | 4.37% | 532.4K | $21.0M | +0.00%(+0) | $23.02(+111.63%) | 2026-06-30 | |
| APPN | APPIAN CORP | 4% | 839.4K | $19.2M | +0.00%(+0) | $29.76(+17.07%) | 2026-06-30 | |
| HCC | WARRIOR MET COAL INC | 2.94% | 174.0K | $14.1M | +0.00%(+0) | $50.14(+95.87%) | 2026-06-30 | |
| AGI | ALAMOS GOLD INC | 2.83% | 449.2K | $13.6M | +0.00%(+0) | $21.64(+54.15%) | 2026-06-30 | |
| CNR | CORE NATURAL RESOURCES INC | 2.82% | 169.4K | $13.6M | +17.31%(+25.00K) | $96.40(-0.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.47% | +62.11% | — | — | +83.57% |
| Top 20 Holdings Unweighted | +18.62% | +66.89% | — | — | +64.57% |
Mudita Advisors LLP reports $481.05M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are HGV (30.6%), ESTA (12.9%) and MGM (9.4%). The top 20 holdings account for 96.01% of reported assets. Its disclosed equity book has returned +62.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mudita Advisors LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907809). View Mudita Advisors LLP’s 13F filings on SEC