account_balance
Investment manager · 13F filer · SEC CIK 1907809
Mudita Advisors LLP
Reported value$481Mas of Jun 30, 2026
Positions24 1 new, 5 sold out
Top 10 weight82.6%HGV alone is 31%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
HGVHilton Grand Vacations Inc
30.6%
ESTAEstablishment Labs Hldgs Inc
12.9%Trimmed −5%
MGMMGM Resorts International
9.4%
IAGIamgold Corp
7.8%
DARDarling Ingredients Inc
4.8%
CNQCanadian Nat Res Ltd Med Ter
4.4%
APPNAppian Corp
4.0%
TGBTrekor Metals Ltd
2.9%New
HCCWarrior Met Coal Inc
2.9%
AGIAlamos Gold Inc
2.8%
CNRCore Natural Resources Inc
2.8%Added +17%
FLUT2.6%HGVHilton Grand Vacations Inc
30.6%
ESTAEstablishment Labs Hldgs Inc
12.9%Trimmed −5%
MGMMGM Resorts International
9.4%
IAGIamgold Corp
7.8%
DAR4.8%CNQ4.4%APPN4.0%TGB2.9%HCC2.9%AGI2.8%CNR2.8%FLUTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HGV Hilton Grand Vacations Inc 30.6% HeldESTA Establishment Labs Hldgs Inc 12.9% Trimmed −5%MGM MGM Resorts International 9.4% HeldIAG Iamgold Corp 7.8% HeldDAR Darling Ingredients Inc 4.8% HeldCNQ Canadian Nat Res Ltd Med Ter 4.4% HeldAPPN Appian Corp 4.0% HeldTGB Trekor Metals Ltd 2.9% NewHCC Warrior Met Coal Inc 2.9% HeldAGI Alamos Gold Inc 2.8% HeldCNR Core Natural Resources Inc 2.8% Added +17%FLUT Flutter Entmt PLC 2.6% Added +4%
What changed