§ 13F · FUND PROFILE
Mudita Advisors LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $346M (13F)Positions · 19Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$71M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HGV | HILTON GRAND VACATIONS INC | 2.78M | $109M | 22.2% | +7% |
| 2 | IAG | IAMGOLD CORP | 2.38M | $45M | 9.1% | ±0% |
| 3 | ESTA | ESTABLISHMENT LABS HLDGS INC | 765K | $43M | 8.9% | +9% |
| 4 | MGM | MGM RESORTS INTERNATIONAL | 946K | $35M | 7.1% | +10% |
| 5 | DAR | DARLING INGREDIENTS INC | 425K | $26M | 5.4% | +92% |
| 6 | CNQ | CANADIAN NAT RES LTD MED TER | 532K | $26M | 5.3% | −16% |
| 7 | ORLA | ORLA MNG LTD NEW | 1.32M | $21M | 4.3% | −8% |
| 8 | APPN | APPIAN CORP | 839K | $20M | 4.1% | NEW |
| 9 | AGI | ALAMOS GOLD INC | 449K | $20M | 4.1% | +42% |
| 10 | HCC | WARRIOR MET COAL INC | 174K | $16M | 3.3% | −68% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MUDITA SIGNAL
AC read
Mudita Advisors LLP is a Other fund managing $346 million in assets. The fund runs a focused portfolio of just 19 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed