Mudita Advisors Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$490.1M
Q ending 2026-03-31
Prior quarter
$462.7M
Q ending 2025-12-31
Change
+5.9% QoQ · +147.6% YoY
Positions
28
reported holdings
Largest positions
All 28 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Hilton Grand Vacations Inc | HGV | Shares | $108.7M | 2.8M |
| Iamgold Corp | IAG | Shares | $44.7M | 2.4M |
| Establishment Labs Hldgs Inc | Shares | $43.4M | 765K | |
| Mgm Resorts International | MGM | Shares | $35.0M | 946K |
| Darling Ingredients Inc | DAR | Shares | $26.3M | 425K |
| Canadian Nat Res Ltd Med Ter | CNQ | Shares | $25.9M | 532K |
| Orla Mng Ltd New | ORLA | Shares | $21.2M | 1.3M |
| Appian Corp | APPN | Shares | $20.2M | 839K |
| Alamos Gold Inc | AGI | Shares | $20.0M | 449K |
| Warrior Met Coal Inc | HCC | Shares | $16.2M | 174K |
| Core Natural Resources Inc | CNR | Shares | $15.1M | 144K |
| Expand Energy Corporation | EXE | Shares | $13.6M | 124K |
| Taseko Mines Ltd | TKOEUR | Shares | $13.2M | 2.1M |
| Flutter Entmt Plc | Shares | $11.9M | 117K | |
| Black Stone Minerals L P | BSM | Shares | $11.5M | 761K |
| Bunge Global Sa | Shares | $9.8M | 77K | |
| Sasol Ltd | SSL | Shares | $7.9M | 607K |
| Hudbay Minerals Inc | HBM | Shares | $6.6M | 317K |
| Zoom Communications Inc | ZM | Shares | $6.3M | 79K |
| S&P Global Inc | SPGI | Shares | $6.0M | 14K |
| Kinross Gold Corp | KGC | Shares | $5.3M | 174K |
| Allied Gold Corp | AAUC | Shares | $5.0M | 160K |
| Nacco Inds Inc | NC | Shares | $4.8M | 93K |
| Osisko Development Corp | ODV | Shares | $3.6M | 1.1M |
| Versabank New | VBNK | Shares | $2.9M | 203K |
| Maxcyte Inc | MXCT | Shares | $2.4M | 3.4M |
| Advansix Inc | ASIX | Shares | $2.0M | 83K |
| Barrick Mng Corp | B | Shares | $457K | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.