Mudita Advisors LLP
An institutional investment manager in London. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 1907809.
- Reported value$481.0m
- Positions24
Holdings: 24 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Hilton Grand Vacations IncHGV | COM | 43283X105 | 147 | 30.6% | 2,808,706 | Added+30,000 | |
| Establishment Labs Holdings Inc | COM | G31249108 | 62.0 | 12.9% | 723,063 | Reduced−41,500 | |
| MGM Resorts InternationalMGM | COM | 552953101 | 45.2 | 9.4% | 945,938 | Unchanged | |
| Iamgold CorpIAG | COM | 450913108 | 37.6 | 7.8% | 2,375,300 | Unchanged | |
| Darling Ingredients IncDAR | COM | 237266101 | 23.2 | 4.8% | 424,841 | Unchanged | |
| Canadian Nat Res Ltd Med TerCNQ | COM | 136385101 | 21.0 | 4.4% | 532,366 | Unchanged | |
| Appian CorpAPPN | CL A | 03782L101 | 19.2 | 4.0% | 839,400 | Unchanged | |
| Trekor Metals LtdTGB | COM | 89472Y107 | 14.1 | 2.9% | 2,053,209 | New+2,053,209 | |
| Warrior Met Coal IncHCC | COM | 93627C101 | 14.1 | 2.9% | 174,000 | Unchanged | |
| Alamos Gold IncAGI | COM CL A | 011532108 | 13.6 | 2.8% | 449,204 | Unchanged | |
| Core Natural Resources IncCNR | COM SHS | 218937100 | 13.6 | 2.8% | 169,400 | Added+25,000 | |
| Flutter Entmt plc | SHS | G3643J108 | 12.5 | 2.6% | 121,976 | Added+5,000 | |
| Black Stone Minerals L PBSM | COM UNIT | 09225M101 | 10.6 | 2.2% | 760,877 | Unchanged | |
| Orla MNG Ltd New | COM | 68634K106 | 7.7 | 1.6% | 790,319 | Reduced−527,281 | |
| Hudbay Minerals IncHBM | COM | 443628102 | 7.5 | 1.6% | 317,389 | Unchanged | |
| S&P Global IncSPGI | COM | 78409V104 | 5.7 | 1.2% | 14,000 | Unchanged | |
| Versabank NewVBNK | COM | 92512J106 | 4.7 | 1.0% | 202,925 | Unchanged | |
| Nacco Inds IncNC | CL A | 629579103 | 4.6 | 1.0% | 92,520 | Unchanged | |
| Maxcyte IncMXCT | COM | 57777K106 | 4.1 | 0.9% | 3,370,689 | Unchanged | |
| Kinross Gold CorpKGC | COM | 496902404 | 4.1 | 0.9% | 174,335 | Unchanged | |
| Advansix IncASIX | COM | 00773T101 | 3.4 | 0.7% | 170,490 | Added+87,683 | |
| Osisko Development Corp | COM NEW | 68828E809 | 2.7 | 0.6% | 1,100,000 | Unchanged | |
| Allied Gold CorpAAUC | COM NEW | 01921D204 | 2.0 | 0.4% | 85,234 | Reduced−75,000 | |
| Barrick MNG CorpB | COM SHS | 06849F108 | 0.4 | <0.1% | 11,200 | Unchanged |
Sold out: 5 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Bunge Global SA | COM SHS | H11356104 | 0.0 | 0.0% | 0 | Sold out−77,200 | |
| Expand Energy CorporationEXE | COM | 165167735 | 0.0 | 0.0% | 0 | Sold out−123,700 | |
| Sasol LtdSSL | SPONSORED ADR | 803866300 | 0.0 | 0.0% | 0 | Sold out−607,325 | |
| Taseko Mines Ltd | COM | 876511106 | 0.0 | 0.0% | 0 | Sold out−2,053,209 | |
| Zoom Communications IncZM | CL A | 98980L101 | 0.0 | 0.0% | 0 | Sold out−78,800 |
Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003403 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.