Mudita Advisors LLP Top Holdings and 13F Report (2026) About Mudita Advisors LLPInvestment ActivityMudita Advisors LLP has $481.05 million in total holdings as of June 30, 2026.Mudita Advisors LLP owns shares of 24 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.15% of the portfolio was purchased this quarter.About 12.75% of the portfolio was sold this quarter.This quarter, Mudita Advisors LLP has purchased 28 new stocks and bought additional shares in 4 stocks.Mudita Advisors LLP sold shares of 3 stocks and completely divested from 5 stocks this quarter.Largest Holdings Hilton Grand Vacations $147,091,933Establishment Labs $62,046,036MGM Resorts International $45,225,296Iamgold $37,646,631Darling Ingredients $23,204,815 Largest New Holdings this Quarter 89472Y107 - TREKOR METALS LTD $14,126,078 Holding Largest Purchases this Quarter TREKOR METALS LTD 2,053,209 shares (about $14.13M)CORE NATURAL RESOURCES INC 25,000 shares (about $2.00M)AdvanSix 87,683 shares (about $1.74M)Hilton Grand Vacations 30,000 shares (about $1.57M)FLUTTER ENTMT PLC 5,000 shares (about $510.38K) Largest Sales this Quarter Orla Mining 527,281 shares (about $5.16M)Establishment Labs 41,500 shares (about $3.56M)ALLIED GOLD CORP 75,000 shares (about $1.78M) 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$147,091,933$1,571,100 â–²1.1%2,808,70630.6%Consumer DiscretionaryESTAEstablishment Labs$62,046,036$3,561,115 â–¼-5.4%723,06312.9%HealthcareMGMMGM Resorts International$45,225,2960.0%945,9389.4%Consumer DiscretionaryIAGIamgold$37,646,6310.0%2,375,3007.8%MaterialsDARDarling Ingredients$23,204,8150.0%424,8414.8%Consumer StaplesCNQCanadian Natural Resources$21,028,4570.0%532,3664.4%EnergyAPPNAppian$19,222,2600.0%839,4004.0%TechnologyTREKOR METALS LTD$14,126,078$14,126,078 â–²New Holding2,053,2092.9%COMHCCWarrior Met Coal$14,121,8400.0%174,0002.9%MaterialsAGIAlamos Gold$13,628,8490.0%449,2042.8%MaterialsCORE NATURAL RESOURCES INC$13,555,388$2,000,500 â–²17.3%169,4002.8%COM SHSFLUTTER ENTMT PLC$12,450,938$510,385 â–²4.3%121,9762.6%SHSBSMBlack Stone Minerals$10,629,4520.0%760,8772.2%EnergyORLAOrla Mining$7,736,154$5,161,368 â–¼-40.0%790,3191.6%MaterialsHBMHudBay Minerals$7,493,5770.0%317,3891.6%MaterialsSPGIS&P Global$5,701,6400.0%14,0001.2%FinanceVBNKVersaBank$4,709,8890.0%202,9251.0%FinanceNCNACCO Industries$4,630,6260.0%92,5201.0%EnergyMXCTMaxCyte$4,145,9470.0%3,370,6890.9%HealthcareKGCKinross Gold$4,117,7930.0%174,3350.9%MaterialsASIXAdvanSix$3,389,341$1,743,138 â–²105.9%170,4900.7%MaterialsODVOsisko Development$2,706,0000.0%1,100,0000.6%MaterialsALLIED GOLD CORP$2,025,231$1,782,063 â–¼-46.8%85,2340.4%COM NEWBARRICK MNG CORP$411,3760.0%11,2000.1%COM SHSEXPAND ENERGY CORPORATION$0$13,579,786 â–¼-100.0%00.0%COMTASEKO MINES LTD$0$13,243,199 â–¼-100.0%00.0%COMBUNGE GLOBAL SA$0$9,819,840 â–¼-100.0%00.0%COM SHSSSLSasol$0$7,870,931 â–¼-100.0%00.0%MaterialsZMZoom Communications$0$6,334,732 â–¼-100.0%00.0%TechnologyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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