Mudita Advisors LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Mudita Advisors LLP disclosed 24 US equity positions worth $481.0m in its Q2 2026 13F filing. The largest position was HGV at 30.6% of the reported book, followed by ESTA and MGM. Against the Q1 2026 filing, it opened 1 new position, added to 4 and reduced 3 among the top 24 holdings.
What did Mudita Advisors LLP own in Q2 2026? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 30.6% | $147.1m | 2,808,706 | 1% | added |
| 2 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 12.9% | $62.0m | 723,063 | -5% | reduced |
| 3 | MGM MGM RESORTS INTERNATIONAL | Consumer Cyclical | 9.4% | $45.2m | 945,938 | 0% | held |
| 4 | IAG IAMGOLD CORP | Basic Materials | 7.8% | $37.6m | 2,375,300 | 0% | held |
| 5 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 4.8% | $23.2m | 424,841 | 0% | held |
| 6 | CNQ CANADIAN NAT RES LTD MED TER | Energy | 4.4% | $21.0m | 532,366 | 0% | held |
| 7 | APPN APPIAN CORP | Technology | 4.0% | $19.2m | 839,400 | 0% | held |
| 8 | TGB TREKOR METALS LTD | Basic Materials | 2.9% | $14.1m | 2,053,209 | – | new |
| 9 | HCC WARRIOR MET COAL INC | Basic Materials | 2.9% | $14.1m | 174,000 | 0% | held |
| 10 | AGI ALAMOS GOLD INC | Basic Materials | 2.8% | $13.6m | 449,204 | 0% | held |
| 11 | CNR CORE NATURAL RESOURCES INC | Energy | 2.8% | $13.6m | 169,400 | 17% | added |
| 12 | FLUTTER ENTMT PLC | 2.6% | $12.5m | 121,976 | 4% | added | |
| 13 | BSM BLACK STONE MINERALS L P | 2.2% | $10.6m | 760,877 | 0% | held | |
| 14 | ORLA MNG LTD NEW | 1.6% | $7.7m | 790,319 | -40% | reduced | |
| 15 | HBM HUDBAY MINERALS INC | Basic Materials | 1.6% | $7.5m | 317,389 | 0% | held |
| 16 | SPGI S&P GLOBAL INC | Financial Services | 1.2% | $5.7m | 14,000 | 0% | held |
| 17 | VBNK VERSABANK NEW | 1.0% | $4.7m | 202,925 | 0% | held | |
| 18 | NC NACCO INDS INC | 1.0% | $4.6m | 92,520 | 0% | held | |
| 19 | MXCT MAXCYTE INC | Healthcare | 0.9% | $4.1m | 3,370,689 | 0% | held |
| 20 | KGC KINROSS GOLD CORP | Basic Materials | 0.9% | $4.1m | 174,335 | 0% | held |
| 21 | ASIX ADVANSIX INC | Basic Materials | 0.7% | $3.4m | 170,490 | 106% | added |
| 22 | NPDEUR OSISKO DEVELOPMENT CORP | 0.6% | $2.7m | 1,100,000 | 0% | held | |
| 23 | AAUC ALLIED GOLD CORP | Basic Materials | 0.4% | $2.0m | 85,234 | -47% | reduced |
| 24 | B BARRICK MNG CORP | Basic Materials | 0.1% | $411.4k | 11,200 | 0% | held |
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.