13F HOLDINGS REPORT
Mudita Advisors LLP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001172661-26-000800
Total Value
$462.7M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 2,607,012 | $116.7M | 25.21% |
| 2 | ESTABLISHMENT LABS HLDGS INC | ESTA | 699,703 | $51.0M | 11.02% |
| 3 | WARRIOR MET COAL INC | HCC | 535,765 | $47.2M | 10.21% |
| 4 | IAMGOLD CORP | IAG | 2,375,300 | $39.2M | 8.47% |
| 5 | MGM RESORTS INTERNATIONAL | MGM | 860,938 | $31.4M | 6.79% |
| 6 | TASEKO MINES LTD | TGB | 4,388,401 | $24.8M | 5.37% |
| 7 | CANADIAN NAT RES LTD | 136385101 | 637,044 | $21.6M | 4.66% |
| 8 | ORLA MNG LTD NEW | 68634K106 | 1,440,000 | $19.4M | 4.19% |
| 9 | HUDBAY MINERALS INC | HBM | 924,189 | $18.3M | 3.96% |
| 10 | EXPAND ENERGY CORPORATION | EXE | 115,100 | $12.7M | 2.75% |
| 11 | ALAMOS GOLD INC NEW | AGI | 315,943 | $12.2M | 2.63% |
| 12 | ALLIED GOLD CORP | AAUC | 483,234 | $11.1M | 2.39% |
| 13 | BLACK STONE MINERALS L P | BSMLP | 760,877 | $10.1M | 2.19% |
| 14 | GOLD ROYALTY CORP | GROY-WT | 2,100,000 | $8.5M | 1.83% |
| 15 | DARLING INGREDIENTS INC | DAR | 221,000 | $8.0M | 1.72% |
| 16 | FLUTTER ENTMT PLC | G3643J108 | 35,876 | $7.7M | 1.67% |
| 17 | BARRICK MNG CORP | 06849F108 | 154,100 | $6.7M | 1.45% |
| 18 | MAXCYTE INC | MXCT | 3,370,689 | $5.2M | 1.13% |
| 19 | KINROSS GOLD CORP | KGCRF | 174,335 | $4.9M | 1.06% |
| 20 | NACCO INDS INC | 629579103 | 92,520 | $4.5M | 0.98% |
| 21 | VERSABANK NEW | VBNK | 97,591 | $1.5M | 0.32% |