Holders — by stockHoldings — by fund
Mudita Advisors LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001907809
$481.0M
disclosed book value
24
positions
30.6%
largest position share
Positions, as of 2026-06-30
top 24 of 24 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 2.8M | $147.1M | 30.6% |
| 2 | ESTABLISHMENT LABS HLDGS INC | 723,063 | $62.0M | 12.9% |
| 3 | MGMMGM RESORTS INTERNATIONAL | 945,938 | $45.2M | 9.4% |
| 4 | IAGIAMGOLD CORP | 2.4M | $37.6M | 7.8% |
| 5 | DARDARLING INGREDIENTS INC | 424,841 | $23.2M | 4.8% |
| 6 | CNQCANADIAN NAT RES LTD MED TER | 532,366 | $21.0M | 4.4% |
| 7 | APPNAPPIAN CORP | 839,400 | $19.2M | 4% |
| 8 | TGBTREKOR METALS LTD | 2.1M | $14.1M | 2.9% |
| 9 | HCCWARRIOR MET COAL INC | 174,000 | $14.1M | 2.9% |
| 10 | AGIALAMOS GOLD INC | 449,204 | $13.6M | 2.8% |
| 11 | CNRCORE NATURAL RESOURCES INC | 169,400 | $13.6M | 2.8% |
| 12 | FLUTTER ENTMT PLC | 121,976 | $12.5M | 2.6% |
| 13 | BSMBLACK STONE MINERALS L P | 760,877 | $10.6M | 2.2% |
| 14 | ORLA MNG LTD NEW | 790,319 | $7.7M | 1.6% |
| 15 | HBMHUDBAY MINERALS INC | 317,389 | $7.5M | 1.6% |
| 16 | SPGIS&P GLOBAL INC | 14,000 | $5.7M | 1.2% |
| 17 | VBNKVERSABANK NEW | 202,925 | $4.7M | 1% |
| 18 | NCNACCO INDS INC | 92,520 | $4.6M | 1% |
| 19 | MXCTMAXCYTE INC | 3.4M | $4.1M | 0.9% |
| 20 | KGCKINROSS GOLD CORP | 174,335 | $4.1M | 0.9% |
| 21 | ASIXADVANSIX INC | 170,490 | $3.4M | 0.7% |
| 22 | NPDEUROSISKO DEVELOPMENT CORP | 1.1M | $2.7M | 0.6% |
| 23 | AAUCALLIED GOLD CORP | 85,234 | $2.0M | 0.4% |
| 24 | BBARRICK MNG CORP | 11,200 | $411,376 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.