Mudita Advisors LLP Top Holdings and 13F Report (2026) About Mudita Advisors LLPInvestment ActivityMudita Advisors LLP has $490.07 million in total holdings as of March 31, 2026.Mudita Advisors LLP owns shares of 28 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 23.20% of the portfolio was purchased this quarter.About 18.94% of the portfolio was sold this quarter.This quarter, Mudita Advisors LLP has purchased 21 new stocks and bought additional shares in 8 stocks.Mudita Advisors LLP sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Hilton Grand Vacations $108,702,979Iamgold $44,690,120Establishment Labs $43,411,888MGM Resorts International $35,009,166Darling Ingredients $26,276,415 Largest New Holdings this Quarter 03782L101 - Appian $20,237,935 Holding218937100 - CORE NATURAL RESOURCES INC $15,123,012 HoldingH11356104 - BUNGE GLOBAL SA $9,819,840 Holding803866300 - Sasol $7,870,931 Holding98980L101 - Zoom Communications $6,334,732 Holding Largest Purchases this Quarter Appian 839,400 shares (about $20.24M)CORE NATURAL RESOURCES INC 144,400 shares (about $15.12M)Darling Ingredients 203,841 shares (about $12.61M)BUNGE GLOBAL SA 77,200 shares (about $9.82M)FLUTTER ENTMT PLC 81,100 shares (about $8.27M) Largest Sales this Quarter Warrior Met Coal 361,765 shares (about $33.70M)TASEKO MINES LTD 2,335,192 shares (about $15.06M)HudBay Minerals 606,800 shares (about $12.68M)ALLIED GOLD CORP 323,000 shares (about $10.01M)BARRICK MNG CORP 142,900 shares (about $5.83M) 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$108,702,979$6,716,669 â–²6.6%2,778,70622.2%Consumer DiscretionaryIAGIamgold$44,690,1200.0%2,375,3009.1%Basic MaterialsESTAEstablishment Labs$43,411,888$3,682,751 â–²9.3%764,5638.9%MedicalMGMMGM Resorts International$35,009,166$3,145,850 â–²9.9%945,9387.1%Consumer DiscretionaryDARDarling Ingredients$26,276,415$12,607,565 â–²92.2%424,8415.4%Consumer StaplesCNQCanadian Natural Resources$25,942,195$5,100,959 â–¼-16.4%532,3665.3%EnergyORLAOrla Mining$21,247,644$1,973,825 â–¼-8.5%1,317,6004.3%Basic MaterialsAPPNAppian$20,237,935$20,237,935 â–²New Holding839,4004.1%Computer and TechnologyAGIAlamos Gold$19,958,133$5,920,786 â–²42.2%449,2044.1%Basic MaterialsHCCWarrior Met Coal$16,208,099$33,698,408 â–¼-67.5%174,0003.3%EnergyCORE NATURAL RESOURCES INC$15,123,012$15,123,012 â–²New Holding144,4003.1%COM SHSEXPAND ENERGY CORPORATION$13,579,786$944,108 â–²7.5%123,7002.8%COMTASEKO MINES LTD$13,243,199$15,061,989 â–¼-53.2%2,053,2092.7%COMFLUTTER ENTMT PLC$11,926,016$8,268,362 â–²226.1%116,9762.4%SHSBSMBlack Stone Minerals$11,504,4600.0%760,8772.3%EnergyBUNGE GLOBAL SA$9,819,840$9,819,840 â–²New Holding77,2002.0%COM SHSSSLSasol$7,870,931$7,870,931 â–²New Holding607,3251.6%EnergyHBMHudBay Minerals$6,633,729$12,682,691 â–¼-65.7%317,3891.4%Basic MaterialsZMZoom Communications$6,334,732$6,334,732 â–²New Holding78,8001.3%Computer and TechnologySPGIS&P Global$5,954,760$5,954,760 â–²New Holding14,0001.2%FinanceKGCKinross Gold$5,320,7040.0%174,3351.1%Basic MaterialsALLIED GOLD CORP$4,965,783$10,010,035 â–¼-66.8%160,2341.0%COM NEWNCNACCO Industries$4,808,2650.0%92,5201.0%EnergyODVOsisko Development$3,575,000$3,575,000 â–²New Holding1,100,0000.7%Basic MaterialsVBNKVersaBank$2,875,447$1,492,583 â–²107.9%202,9250.6%FinanceMXCTMaxCyte$2,367,9090.0%3,370,6890.5%MedicalASIXAdvanSix$2,020,491$2,020,491 â–²New Holding82,8070.4%Basic MaterialsBARRICK MNG CORP$456,848$5,828,891 â–¼-92.7%11,2000.1%COM SHSGROYGold Royalty$0$8,484,000 â–¼-100.0%00.0%Basic MaterialsShowing 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. 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