Mudita Advisors LLP 13F Holdings
CIK 0001907809 · London, X0
As of Sep 30, 2025, Mudita Advisors LLP reported 19 positions worth $345.8M in its SEC Form 13F filing.
Top 19 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| HILTON GRAND VACATIONS INC | HGV | Consumer Cyclical | 2,333,146 | $97.5M | 28.21% |
| WARRIOR MET COAL INC | HCC | Basic Materials | 562,665 | $35.8M | 10.36% |
| IAMGOLD CORP | IAG | Basic Materials | 2,681,000 | $34.7M | 10.02% |
| ESTABLISHMENT LABS HOLDINGS INC | ESTA | Healthcare | 686,764 | $28.2M | 8.14% |
| MGM RESORTS INTERNATIONAL | MGM | Consumer Cyclical | 628,338 | $21.8M | 6.30% |
| CANADIAN NATURAL RESOURCES LTD | CNQ | Energy | 637,044 | $20.4M | 5.89% |
| ORLA MINING LTD | ORLA | Basic Materials | 1,400,000 |