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Mudita Advisors LLP
hedge fundUpdated 28 days agoManaged by Mudita Advisors Llp • Latest filing Q2 2026
Portfolio value
$481M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
67.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $111.7M |
| Q2 2023 | $130.7M |
| Q3 2023 | $137M |
| Q4 2023 | $144.1M |
| Q1 2024 | $167.9M |
| Q2 2024 | $195.3M |
| Q3 2024 | $182.7M |
| Q4 2024 | $178.1M |
| Q1 2025 | $197.9M |
| Q2 2025 | $298.1M |
| Q3 2025 | $345.8M |
| Q4 2025 | $462.7M |
| Q1 2026 | $490.1M |
| Q2 2026 | $481M |
Top holdings
24 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | H HGV HILTON GRAND VACATIONS INC | $147.1M | 2.81M | 30.58% | — |
| 2 | E ESTA ESTABLISHMENT LABS HLDGS INC | $62M | 723.1K | 12.90% | — |
| 3 | M MGM MGM RESORTS INTERNATIONAL | $45.2M | 945.9K | 9.40% | — |
| 4 | I IAG IAMGOLD CORP | $37.6M | 2.38M | 7.83% | — |
| 5 | D DAR DARLING INGREDIENTS INC | $23.2M | 424.8K | 4.82% | — |
| 6 | C CNQ CANADIAN NAT RES LTD MED TER | $21M | 532.4K | 4.37% | — |
| 7 | A APPN APPIAN CORP | $19.2M | 839.4K | 4.00% | — |
| 8 | T TGB TREKOR METALS LTD | $14.1M | 2.05M | 2.94% | — |
| 9 | H HCC WARRIOR MET COAL INC | $14.1M | 174.0K | 2.94% | — |
| 10 | A AGI ALAMOS GOLD INC | $13.6M | 449.2K | 2.83% | — |
| 11 | G GLW CORE NATURAL RESOURCES INC | $13.6M | 169.4K | 2.82% | — |
| 12 | F FLUT FLUTTER ENTMT PLC | $12.5M | 122.0K | 2.59% | — |
| 13 | B BSM BLACK STONE MINERALS L P | $10.6M | 760.9K | 2.21% | — |
| 14 | O ORLA ORLA MNG LTD NEW | $7.7M | 790.3K | 1.61% | — |
| 15 | H HBM HUDBAY MINERALS INC | $7.5M | 317.4K | 1.56% | — |
| 16 | S SPGI S&P GLOBAL INC | $5.7M | 14.0K | 1.19% | — |
| 17 | V VBNK VERSABANK NEW | $4.7M | 202.9K | 0.98% | — |
| 18 | N NC NACCO INDS INC | $4.6M | 92.5K | 0.96% | — |
| 19 | M MXCT MAXCYTE INC | $4.1M | 3.37M | 0.86% | — |
| 20 | K KGCRF KINROSS GOLD CORP | $4.1M | 174.3K | 0.86% | — |