Investor
Mudita Advisors LLP
CIK 0001907809 · filed 2026-05-14 · SEC filing
13F book
$490.1M
Positions
28
8 new · 1 sold
Largest name
22.2%
Hilton Grand Vacations Inc. · HGV
Est. mark
−$1.91M
Price effect on 20 names still held. Flow $29.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Hilton Grand Vacations Inc. | HGV | 2.78M | $108.7M | 22.2% | −$14.7M | Added−$7.96M |
| Iamgold Corp | IAG | 2.38M | $44.7M | 9.1% | $5.51M | Held |
| Establishment Labs Hldgs Inc | — | 764.6K | $43.4M | 8.9% | −$11.3M | Added−$7.58M |
| Mgm Resorts International | MGM | 945.9K | $35M | 7.1% | $447.7K | Added$3.59M |
| Darling Ingredients Inc. | DAR | 424.8K | $26.3M | 5.4% | $5.71M | Added$18.3M |
| Canadian Nat Res Ltd | — | 532.4K | $25.9M | 5.3% | $7.92M | Cut$4.38M |
| Orla Mng Ltd New | — | 1.32M | $21.2M | 4.3% | $3.5M | Cut$1.85M |
| Appian Corp | APPN | 839.4K | $20.2M | 4.1% | — | New |
| Alamos Gold Inc New | AGI | 449.2K | $20M | 4.1% | $1.85M | Added$7.77M |
| Warrior Met Coal, Inc. | HCC | 174K | $16.2M | 3.3% | $866.5K | Cut−$31M |
| Core Natural Resources, Inc. | CNR | 144.4K | $15.1M | 3.1% | — | New |
| EXPAND ENERGY Corp | EXE | 123.7K | $13.6M | 2.8% | −$66.8K | Added$877.4K |
| Taseko Mines Ltd | — | 2.05M | $13.2M | 2.7% | $1.62M | Cut−$11.6M |
| Flutter Entmt Plc | — | 117K | $11.9M | 2.4% | −$4.07M | Added$4.19M |
| Black Stone Minerals, L.P. | BSM | 760.9K | $11.5M | 2.3% | $1.39M | Held |
| Bunge Global Sa | BG | 77.2K | $9.82M | 2.0% | — | New |
| Sasol Ltd | — | 607.3K | $7.87M | 1.6% | — | New |
| Hudbay Minerals Inc. | HBM | 317.4K | $6.63M | 1.4% | $333.3K | Cut−$11.7M |
| Zoom Communications, Inc. | ZM | 78.8K | $6.33M | 1.3% | — | New |
| S&P Global Inc. | SPGI | 14K | $5.95M | 1.2% | — | New |
| Kinross Gold Corp | — | 174.3K | $5.32M | 1.1% | $411.4K | Held |
| Allied Gold Corp | AAUC | 160.2K | $4.97M | 1.0% | $1.29M | Cut−$6.11M |
| Nacco Inds Inc | — | 92.5K | $4.81M | 1.0% | $271.1K | Held |
| Osisko Development Corp | — | 1.1M | $3.58M | 0.7% | — | New |
| Versabank New | — | 202.9K | $2.88M | 0.6% | −$79K | Added$1.41M |
| Maxcyte, Inc. | MXCT | 3.37M | $2.37M | 0.5% | −$2.86M | Held |
| AdvanSix Inc. | ASIX | 82.8K | $2.02M | 0.4% | — | New |
| Barrick Mng Corp | — | 11.2K | $456.8K | 0.1% | −$30.9K | Cut−$6.25M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.