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Latest Mudita Advisors LLP Stock Portfolio

$481Million | No. of Holdings #24

Mudita Advisors LLP Performance

2026 Q2+7.27%
YTD+7.21%
2025+37.12%

About Mudita Advisors LLP and 13F Hedge Fund Stock Holdings

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mudita Advisors LLP reported an equity portfolio of $481 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Mudita Advisors LLP are HGV, ESTA, MGM. The fund has invested 30.6% of it's portfolio in HILTON GRAND VACATIONS INC and 12.9% of portfolio in ESTABLISHMENT LABS HLDGS INC. <br><br> The fund managers got completely rid off EXPAND ENERGY CORPORATION (CHK), TASEKO MINES LTD (TGB) and BUNGE GLOBAL SA (BG) stocks. They significantly reduced their stock positions in ALLIED GOLD CORP, ORLA MNG LTD NEW (ORLA) and ESTABLISHMENT LABS HLDGS INC (ESTA). Mudita Advisors LLP opened new stock positions in TREKOR METALS LTD. The fund showed a lot of confidence in some stocks as they added substantially to ADVANSIX INC (ASIX), CORE NATURAL RESOURCES INC and HILTON GRAND VACATIONS INC (HGV).
Mudita Advisors LLP Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$481Million
  as of Aug 13, 2026

Mudita Advisors LLP Annual Return Estimates Vs S&P 500

Our best estimate is that Mudita Advisors LLP made a return of 7.27% in the last quarter. In trailing 12 months, it's portfolio return was 39.9%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
trekor metals ltd14,126,100
New stocks bought by Mudita Advisors LLP

Additions

Ticker% Inc.
advansix inc105
core natural resources inc17.31
flutter entmt plc4.27
hilton grand vacations inc1.08
Additions to existing portfolio by Mudita Advisors LLP

Reductions

Ticker% Reduced
allied gold corp-46.81
orla mng ltd new-40.02
establishment labs hldgs inc-5.43
Mudita Advisors LLP reduced stake in above stock

Sold off

Ticker$ Sold
taseko mines ltd-13,243,200
sasol ltd-7,870,930
expand energy corporation-13,579,800
zoom communications inc-6,334,730
bunge global sa-9,819,840
Mudita Advisors LLP got rid off the above stocks

Sector Distribution

Mudita Advisors LLP has about 40% of it's holdings in Consumer Cyclical sector.

  • Consumer Cyclical
  • Others
  • Healthcare
  • Consumer Defensive
  • Technology
  • Basic Materials
  • Energy
  • Financial Services
Sector%
Consumer Cyclical40
Others29.4
Healthcare13.8
Consumer Defensive4.8
Technology4
Basic Materials3.6
Energy3.2
Financial Services1.2

Market Cap. Distribution

Mudita Advisors LLP has about 10.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
Category%
MID-CAP57.4
UNALLOCATED29.4
LARGE-CAP10.6
SMALL-CAP1.7

Stocks belong to which Index?

About 50.6% of the stocks held by Mudita Advisors LLP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others49.4
RUSSELL 200040
S&P 50010.6
Top 5 Winners (%)%
MXCT
maxcyte inc
75.1 %
VBNK
versabank new
63.8 %
ESTA
establishment labs hldgs inc
49.7 %
HGV
hilton grand vacations inc
33.6 %
MGM
mgm resorts international
29.2 %
Top 5 Winners ($)$
HGV
hilton grand vacations inc
37.0 M
ESTA
establishment labs hldgs inc
21.6 M
MGM
mgm resorts international
10.2 M
VBNK
versabank new
1.8 M
MXCT
maxcyte inc
1.8 M
Top 5 Losers (%)%
AGI
alamos gold inc
-31.7 %
ORLA
orla mng ltd new
-31.4 %
ODV
osisko development corp
-24.3 %
KGC
kinross gold corp
-22.6 %
core natural resources inc
-22.2 %
Top 5 Losers ($)$
IAG
iamgold corp
-7.0 M
ORLA
orla mng ltd new
-6.7 M
AGI
alamos gold inc
-6.3 M
CNQ
canadian nat res ltd med ter
-4.9 M
core natural resources inc
-3.9 M

Mudita Advisors LLP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Mudita Advisors LLP

Mudita Advisors LLP has 24 stocks in it's portfolio. About 82.6% of the portfolio is in top 10 stocks. IAG proved to be the most loss making stock for the portfolio. HGV was the most profitable stock for Mudita Advisors LLP last quarter.

$481.05MTotal Value
29.00Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Mudita Advisors LLP, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGI
Alamos Gold Inc

Alamos Gold Inc

AGI
Mudita Advisors LLP's holding in Alamos Gold Inc over time
2.83%449,204
$13.63M
2.83%
unchanged 0 percentunchanged
CNQ
Canadian Nat Res Ltd Med Ter

Canadian Nat Res Ltd Med Ter

CNQ
Mudita Advisors LLP's holding in Canadian Nat Res Ltd Med Ter over time
4.37%532,366
$21.03M
4.37%
unchanged 0 percentunchanged
HBM
Hudbay Minerals Inc

Hudbay Minerals Inc

HBM
Mudita Advisors LLP's holding in Hudbay Minerals Inc over time
1.56%317,389
$7.49M
1.56%
unchanged 0 percentunchanged
IAG
Iamgold Corp

Iamgold Corp

IAG
Mudita Advisors LLP's holding in Iamgold Corp over time
7.83%2,375,300
$37.65M
7.83%
unchanged 0 percentunchanged
KGC
Kinross Gold Corp

Kinross Gold Corp

KGC
Mudita Advisors LLP's holding in Kinross Gold Corp over time
0.86%174,335
$4.12M
0.86%
unchanged 0 percentunchanged
ODV
Osisko Development Corp

Osisko Development Corp

ODV
Mudita Advisors LLP's holding in Osisko Development Corp over time
0.56%1,100,000
$2.71M
0.56%
unchanged 0 percentunchanged
ORLA
Orla Mng Ltd New

Orla Mng Ltd New

ORLA
Mudita Advisors LLP's holding in Orla Mng Ltd New over time
1.61%790,319
$7.74M
1.61%
decreased 40.02 percentreduced