Mudita Advisors LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Mudita Advisors LLP disclosed 28 US equity positions worth $490.1m in its Q1 2026 13F filing. The largest position was HGV at 22.2% of the reported book, followed by IAG and ESTA.
What did Mudita Advisors LLP own in Q1 2026? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 22.2% | $108.7m | 2,778,706 | – | |
| 2 | IAG IAMGOLD CORP | Basic Materials | 9.1% | $44.7m | 2,375,300 | – | |
| 3 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 8.9% | $43.4m | 764,563 | – | |
| 4 | MGM MGM RESORTS INTERNATIONAL | Consumer Cyclical | 7.1% | $35.0m | 945,938 | – | |
| 5 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 5.4% | $26.3m | 424,841 | – | |
| 6 | CNQ CANADIAN NAT RES LTD MED TER | Energy | 5.3% | $25.9m | 532,366 | – | |
| 7 | ORLA MNG LTD NEW | 4.3% | $21.2m | 1,317,600 | – | ||
| 8 | APPN APPIAN CORP | Technology | 4.1% | $20.2m | 839,400 | – | |
| 9 | AGI ALAMOS GOLD INC | Basic Materials | 4.1% | $20.0m | 449,204 | – | |
| 10 | HCC WARRIOR MET COAL INC | Basic Materials | 3.3% | $16.2m | 174,000 | – | |
| 11 | CNR CORE NATURAL RESOURCES INC | Energy | 3.1% | $15.1m | 144,400 | – | |
| 12 | EXE EXPAND ENERGY CORPORATION | Energy | 2.8% | $13.6m | 123,700 | – | |
| 13 | TKOEUR TASEKO MINES LTD | 2.7% | $13.2m | 2,053,209 | – | ||
| 14 | FLUTTER ENTMT PLC | 2.4% | $11.9m | 116,976 | – | ||
| 15 | BSM BLACK STONE MINERALS L P | 2.3% | $11.5m | 760,877 | – | ||
| 16 | BG BUNGE GLOBAL SA | Consumer Defensive | 2.0% | $9.8m | 77,200 | – | |
| 17 | SSL SASOL LTD | Basic Materials | 1.6% | $7.9m | 607,325 | – | |
| 18 | HBM HUDBAY MINERALS INC | Basic Materials | 1.4% | $6.6m | 317,389 | – | |
| 19 | ZM ZOOM COMMUNICATIONS INC | Technology | 1.3% | $6.3m | 78,800 | – | |
| 20 | SPGI S&P GLOBAL INC | Financial Services | 1.2% | $6.0m | 14,000 | – | |
| 21 | KGC KINROSS GOLD CORP | Basic Materials | 1.1% | $5.3m | 174,335 | – | |
| 22 | AAUC ALLIED GOLD CORP | Basic Materials | 1.0% | $5.0m | 160,234 | – | |
| 23 | NC NACCO INDS INC | 1.0% | $4.8m | 92,520 | – | ||
| 24 | NPDEUR OSISKO DEVELOPMENT CORP | 0.7% | $3.6m | 1,100,000 | – | ||
| 25 | VBNK VERSABANK NEW | 0.6% | $2.9m | 202,925 | – | ||
| 26 | MXCT MAXCYTE INC | Healthcare | 0.5% | $2.4m | 3,370,689 | – | |
| 27 | ASIX ADVANSIX INC | Basic Materials | 0.4% | $2.0m | 82,807 | – | |
| 28 | B BARRICK MNG CORP | Basic Materials | 0.1% | $456.8k | 11,200 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.