Institutional Fund
Mudita Advisors LLP
London, United KingdomCIK 19078095 filings on record
Portfolio Value
$490.07M
Q1 2026
Holdings
28
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+5.9%
from $462.72M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Hilton Grand Vacations Inc22.2%
- Iamgold Corp9.1%
- Establishment Labs Hldgs Inc8.9%
- Mgm Resorts International7.1%
- Darling Ingredients Inc5.4%
- Canadian Nat Res Ltd5.3%
- Other42.0%
Portfolio Holdings
28 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Hilton Grand Vacations Inc | 2.78M | $108.70M | 22.2% | +171.7K | Added |
| 2 | Iamgold Corp | 2.38M | $44.69M | 9.1% | 0 | Held |
| 3 | Establishment Labs Hldgs Inc | 764.6K | $43.41M | 8.9% | +64.9K | Added |
| 4 | Mgm Resorts International | 945.9K | $35.01M | 7.1% | +85.0K | Added |
| 5 | Darling Ingredients Inc | 424.8K | $26.28M | 5.4% | +203.8K | Added |
| 6 | Canadian Nat Res Ltd | 532.4K | $25.94M | 5.3% | −104.7K | Reduced |
| 7 | Orla Mng Ltd New | 1.32M | $21.25M | 4.3% | −122.4K | Reduced |
| 8 | Appian Corp | 839.4K | $20.24M | 4.1% | +839.4K | New |
| 9 | Alamos Gold Inc New | 449.2K | $19.96M | 4.1% | +133.3K | Added |
| 10 | Warrior Met Coal Inc | 174.0K | $16.21M | 3.3% | −361.8K | Reduced |
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