Mudita Advisors LLP
28 holdingsFiling period: 2026-03-31Current AUM: $491.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | HGV | HILTON GRAND VACATIONS INC | 2.78M | $108.7M | $128.2M | 26.11% | +171.7K | 2026-03-31 |
| 2 | IAG | IAMGOLD CORP | 2.38M | $44.7M | $33.7M | 6.86% | -- | 2026-03-31 |
| 3 | — | ESTABLISHMENT LABS HLDGS INC | 764.6K | $43.4M | $43.4M | 8.84% | +64.9K | 2026-03-31 |
| 4 | MGM | MGM RESORTS INTERNATIONAL | 945.9K | $35.0M | $42.2M | 8.59% | +85.0K | 2026-03-31 |
| 5 | DAR | DARLING INGREDIENTS INC | 424.8K | $26.3M | $25.8M | 5.25% | +203.8K | 2026-03-31 |
| 6 | CNQ | CANADIAN NAT RES LTD MED TER | 532.4K | $25.9M | $25.4M | 5.17% | -104,678 | 2026-03-31 |
| 7 | ORLA | ORLA MNG LTD NEW | 1.32M | $21.2M | $21.2M | 4.33% | -122,400 | 2026-03-31 |
| 8 | APPN | APPIAN CORP | 839.4K | $20.2M | $22.6M | 4.61% | -- | 2026-03-31 |
| 9 | AGI | ALAMOS GOLD INC | 449.2K | $20.0M | $12.5M | 2.55% | +133.3K | 2026-03-31 |
| 10 | HCC | WARRIOR MET COAL INC | 174.0K | $16.2M | $13.8M | 2.81% | -361,765 | 2026-03-31 |
| 11 | CNR | CORE NATURAL RESOURCES INC | 144.4K | $15.1M | $11.5M | 2.35% | -- | 2026-03-31 |
| 12 | EXE | EXPAND ENERGY CORPORATION | 123.7K | $13.6M | $11.6M | 2.37% | +8.6K | 2026-03-31 |
| 13 | TGB | TASEKO MINES LTD | 2.05M | $13.2M | $13.9M | 2.83% | -2,335,192 | 2026-03-31 |
| 14 | — | FLUTTER ENTMT PLC | 117.0K | $11.9M | $11.9M | 2.43% | +81.1K | 2026-03-31 |
| 15 | BSM | BLACK STONE MINERALS L P | 760.9K | $11.5M | $11.4M | 2.32% | -- | 2026-03-31 |
| 16 | — | BUNGE GLOBAL SA | 77.2K | $9.8M | $9.8M | 2.00% | -- | 2026-03-31 |
| 17 | SSL | SASOL LTD | 607.3K | $7.9M | $7.1M | 1.45% | -- | 2026-03-31 |
| 18 | HBM | HUDBAY MINERALS INC | 317.4K | $6.6M | $7.2M | 1.47% | -606,800 | 2026-03-31 |
| 19 | ZM | ZOOM COMMUNICATIONS INC | 78.8K | $6.3M | $7.6M | 1.54% | -- | 2026-03-31 |
| 20 | SPGI | S&P GLOBAL INC | 14.0K | $6.0M | $5.8M | 1.17% | -- | 2026-03-31 |
| 21 | KGC | KINROSS GOLD CORP | 174.3K | $5.3M | $4.0M | 0.82% | -- | 2026-03-31 |
| 22 | AAUC | ALLIED GOLD CORP | 160.2K | $5.0M | $2.9M | 0.59% | -323,000 | 2026-03-31 |
| 23 | NC | NACCO INDS INC | 92.5K | $4.8M | $4.4M | 0.89% | -- | 2026-03-31 |
| 24 | ODV | OSISKO DEVELOPMENT CORP | 1.10M | $3.6M | $3.6M | 0.73% | -- | 2026-03-31 |
| 25 | VBNK | VERSABANK NEW | 202.9K | $2.9M | $3.9M | 0.80% | +105.3K | 2026-03-31 |
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