Mudita Advisors LLP
24 holdingsFiling period: 2026-06-30Current AUM: $453.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | HGV | Hilton Grand Vacations Inc | 2.81M | $147.1M | $100.3M | 22.13% | +30.0K | 2026-06-30 |
| 2 | — | Establishment Labs Hldgs Inc | 723.1K | $62.0M | $62.0M | 13.68% | -41,500 | 2026-06-30 |
| 3 | MGM | Mgm Resorts International | 945.9K | $45.2M | $27.0M | 5.95% | -- | 2026-06-30 |
| 4 | IAG | Iamgold Corp | 2.38M | $37.6M | $38.8M | 8.56% | -- | 2026-06-30 |
| 5 | DAR | Darling Ingredients Inc | 424.8K | $23.2M | $24.3M | 5.36% | -- | 2026-06-30 |
| 6 | CNQ | Canadian Nat Res Ltd Med Ter | 532.4K | $21.0M | $29.3M | 6.47% | -- | 2026-06-30 |
| 7 | APPN | Appian Corp | 839.4K | $19.2M | $43.3M | 9.55% | -- | 2026-06-30 |
| 8 | TGB | Trekor Metals Ltd | 2.05M | $14.1M | $15.7M | 3.46% | -- | 2026-06-30 |
| 9 | HCC | Warrior Met Coal Inc | 174.0K | $14.1M | $14.8M | 3.27% | -- | 2026-06-30 |
| 10 | AGI | Alamos Gold Inc | 449.2K | $13.6M | $13.6M | 2.99% | -- | 2026-06-30 |
| 11 | CNR | Core Natural Resources Inc | 169.4K | $13.6M | $15.0M | 3.31% | +25.0K | 2026-06-30 |
| 12 | — | Flutter Entmt PLC | 122.0K | $12.4M | $12.4M | 2.75% | +5.0K | 2026-06-30 |
| 13 | BSM | Black Stone Minerals L P | 760.9K | $10.6M | $11.3M | 2.50% | -- | 2026-06-30 |
| 14 | ORLA | Orla Mng Ltd New | 790.3K | $7.7M | $7.7M | 1.71% | -527,281 | 2026-06-30 |
| 15 | HBM | Hudbay Minerals Inc | 317.4K | $7.5M | $7.0M | 1.55% | -- | 2026-06-30 |
| 16 | SPGI | S&P Global Inc | 14.0K | $5.7M | $6.3M | 1.39% | -- | 2026-06-30 |
| 17 | VBNK | Versabank New | 202.9K | $4.7M | $4.7M | 1.04% | -- | 2026-06-30 |
| 18 | NC | Nacco Inds Inc | 92.5K | $4.6M | $3.2M | 0.70% | -- | 2026-06-30 |
| 19 | MXCT | Maxcyte Inc | 3.37M | $4.1M | $5.1M | 1.12% | -- | 2026-06-30 |
| 20 | KGC | Kinross Gold Corp | 174.3K | $4.1M | $3.9M | 0.86% | -- | 2026-06-30 |
| 21 | ASIX | Advansix Inc | 170.5K | $3.4M | $2.6M | 0.58% | +87.7K | 2026-06-30 |
| 22 | ODV | Osisko Development Corp | 1.10M | $2.7M | $2.7M | 0.60% | -- | 2026-06-30 |
| 23 | AAUC | Allied Gold Corp | 85.2K | $2.0M | $1.7M | 0.37% | -75,000 | 2026-06-30 |
| 24 | B | Barrick Mng Corp | 11.2K | $411K | $428K | 0.09% | -- | 2026-06-30 |
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