13F HOLDINGS REPORT
Mudita Advisors LLP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003390
Total Value
$298.1M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 2,143,860 | $89.0M | 29.87% |
| 2 | ESTABLISHMENT LABS HLDGS INC | ESTA | 600,664 | $25.7M | 8.61% |
| 3 | WARRIOR MET COAL INC | HCC | 558,565 | $25.6M | 8.59% |
| 4 | CANADIAN NAT RES LTD | 136385101 | 637,044 | $20.0M | 6.71% |
| 5 | IAMGOLD CORP | IAG | 2,681,600 | $19.7M | 6.61% |
| 6 | HUDBAY MINERALS INC | HBM | 1,357,105 | $14.4M | 4.83% |
| 7 | ELDORADO GOLD CORP NEW | 284902509 | 658,500 | $13.4M | 4.49% |
| 8 | EXPAND ENERGY CORPORATION | EXE | 110,300 | $12.9M | 4.33% |
| 9 | ALAMOS GOLD INC NEW | AGI | 477,804 | $12.7M | 4.26% |
| 10 | FLUTTER ENTMT PLC | G3643J108 | 36,809 | $10.5M | 3.52% |
| 11 | MGM RESORTS INTERNATIONAL | MGM | 303,838 | $10.4M | 3.51% |
| 12 | BLACK STONE MINERALS L P | BSMLP | 760,877 | $10.0M | 3.34% |
| 13 | KINROSS GOLD CORP | KGCRF | 496,800 | $7.8M | 2.60% |
| 14 | MAXCYTE INC | MXCT | 3,370,689 | $7.3M | 2.46% |
| 15 | TASEKO MINES LTD | TGB | 1,589,701 | $5.0M | 1.68% |
| 16 | DARLING INGREDIENTS INC | DAR | 111,800 | $4.2M | 1.42% |
| 17 | NACCO INDS INC | 629579103 | 92,520 | $4.1M | 1.38% |
| 18 | ALLIED GOLD CORP | AAUC | 233,334 | $3.1M | 1.05% |
| 19 | MAC COPPER LIMITED | G60409110 | 183,668 | $2.2M | 0.74% |