13F HOLDINGS REPORT
Mudita Advisors LLP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001172661-25-004771
Total Value
$345.8M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 2,333,146 | $97.5M | 28.21% |
| 2 | WARRIOR MET COAL INC | HCC | 562,665 | $35.8M | 10.36% |
| 3 | IAMGOLD CORP | IAG | 2,681,000 | $34.7M | 10.02% |
| 4 | ESTABLISHMENT LABS HLDGS INC | ESTA | 686,764 | $28.2M | 8.14% |
| 5 | MGM RESORTS INTERNATIONAL | MGM | 628,338 | $21.8M | 6.30% |
| 6 | CANADIAN NAT RES LTD | 136385101 | 637,044 | $20.4M | 5.89% |
| 7 | ORLA MNG LTD NEW | 68634K106 | 1,400,000 | $15.1M | 4.37% |
| 8 | HUDBAY MINERALS INC | HBM | 924,505 | $14.0M | 4.05% |
| 9 | EXPAND ENERGY CORPORATION | EXE | 115,100 | $12.2M | 3.54% |
| 10 | TASEKO MINES LTD | TGB | 2,788,401 | $11.8M | 3.41% |
| 11 | ALAMOS GOLD INC NEW | AGI | 287,104 | $10.0M | 2.89% |
| 12 | BLACK STONE MINERALS L P | BSMLP | 760,877 | $10.0M | 2.89% |
| 13 | FLUTTER ENTMT PLC | G3643J108 | 38,536 | $9.8M | 2.84% |
| 14 | MAXCYTE INC | MXCT | 3,370,689 | $5.3M | 1.54% |
| 15 | ALLIED GOLD CORP | AAUC | 300,234 | $5.2M | 1.52% |
| 16 | KINROSS GOLD CORP | KGCRF | 174,335 | $4.3M | 1.25% |
| 17 | NACCO INDS INC | 629579103 | 92,520 | $3.9M | 1.13% |
| 18 | DARLING INGREDIENTS INC | DAR | 111,800 | $3.5M | 1.00% |
| 19 | MAC COPPER LIMITED | G60409110 | 183,668 | $2.2M | 0.65% |