§ 13F · FUND PROFILE
Mudita Advisors LLP.
AUM · $481M (13F)Positions · 24Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HGV | HILTON GRAND VACATIONS INC | 2.81M | $147M | 30.6% | +1% |
| 2 | ESTA | ESTABLISHMENT LABS HLDGS INC | 723K | $62M | 12.9% | −5% |
| 3 | MGM | MGM RESORTS INTERNATIONAL | 946K | $45M | 9.4% | ±0% |
| 4 | IAG | IAMGOLD CORP | 2.38M | $38M | 7.8% | ±0% |
| 5 | DAR | DARLING INGREDIENTS INC | 425K | $23M | 4.8% | ±0% |
| 6 | CNQ | CANADIAN NAT RES LTD MED TER | 532K | $21M | 4.4% | ±0% |
| 7 | APPN | APPIAN CORP | 839K | $19M | 4.0% | ±0% |
| 8 | TGB | TREKOR METALS LTD | 2.05M | $14M | 2.9% | NEW |
| 9 | HCC | WARRIOR MET COAL INC | 174K | $14M | 2.9% | ±0% |
| 10 | AGI | ALAMOS GOLD INC | 449K | $14M | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MUDITA SIGNAL
AC read
Mudita Advisors LLP is a Other fund managing $481 million in assets. The fund runs a focused portfolio of just 24 positions.
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