Mudita Advisors LLP Top Holdings and 13F Report (2025) About Mudita Advisors LLPInvestment ActivityMudita Advisors LLP has $298.11 million in total holdings as of June 30, 2025.Mudita Advisors LLP owns shares of 19 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 33.61% of the portfolio was purchased this quarter.About 4.31% of the portfolio was sold this quarter.This quarter, Mudita Advisors LLP has purchased 17 new stocks and bought additional shares in 11 stocks.Mudita Advisors LLP sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings Hilton Grand Vacations $89,034,506Establishment Labs $25,654,359Warrior Met Coal $25,599,034Canadian Natural Resources $20,003,182Iamgold $19,719,306 Largest New Holdings this Quarter 552953101 - MGM Resorts International $10,448,989 Holding876511106 - Taseko Mines $5,007,558 Holding237266101 - Darling Ingredients $4,241,692 Holding01921D204 - ALLIED GOLD CORP $3,131,425 Holding Largest Purchases this Quarter Hilton Grand Vacations 1,046,195 shares (about $43.45M)HudBay Minerals 1,003,800 shares (about $10.65M)MGM Resorts International 303,838 shares (about $10.45M)Warrior Met Coal 141,400 shares (about $6.48M)Establishment Labs 121,305 shares (about $5.18M) Largest Sales this Quarter MAC Copper 251,732 shares (about $3.04M)Alamos Gold 19,447 shares (about $516.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMudita Advisors LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHGVHilton Grand Vacations$89,034,506$43,448,478 ▲95.3%2,143,86029.9%Consumer DiscretionaryESTAEstablishment Labs$25,654,359$5,180,936 ▲25.3%600,6648.6%MedicalHCCWarrior Met Coal$25,599,034$6,480,362 ▲33.9%558,5658.6%EnergyCNQCanadian Natural Resources$20,003,1820.0%637,0446.7%EnergyIAGIamgold$19,719,306$4,413,607 ▲28.8%2,681,6006.6%Basic MaterialsHBMHudBay Minerals$14,398,609$10,650,115 ▲284.1%1,357,1054.8%Basic MaterialsEGOEldorado Gold$13,393,890$2,829,294 ▲26.8%658,5004.5%Basic MaterialsCHKChesapeake Energy$12,898,482$3,204,156 ▲33.1%110,3004.3%EnergyAGIAlamos Gold$12,690,474$516,512 ▼-3.9%477,8044.3%Basic MaterialsFLUTTER ENTMT PLC$10,500,795$399,389 ▲4.0%36,8093.5%SHSMGMMGM Resorts International$10,448,989$10,448,989 ▲New Holding303,8383.5%Consumer DiscretionaryBSMBlack Stone Minerals$9,952,2710.0%760,8773.3%EnergyKGCKinross Gold$7,764,984$400,128 ▲5.4%496,8002.6%Basic MaterialsMXCTMaxCyte$7,348,102$92,101 ▲1.3%3,370,6892.5%MedicalTGBTaseko Mines$5,007,558$5,007,558 ▲New Holding1,589,7011.7%Basic MaterialsDARDarling Ingredients$4,241,692$4,241,692 ▲New Holding111,8001.4%Consumer StaplesNCNACCO Industries$4,099,561$276,450 ▲7.2%92,5201.4%EnergyALLIED GOLD CORP$3,131,425$3,131,425 ▲New Holding233,3341.1%COM NEWMTALMAC Copper$2,220,546$3,043,440 ▼-57.8%183,6680.7%Basic MaterialsXUnited States Steel$0$5,586,772 ▼-100.0%00.0%Basic MaterialsBARRICK GOLD CORP$0$3,701,473 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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