Mudita Advisors LLP reported 21 positions worth $458.15M for the quarter ended Jun 30, 2026, up 4.2% on the prior quarter. It opened 0 new positions, added to 3, trimmed 2 and exited 3. Its largest holding is Hilton Grand Vacations Inc. at 32.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HGV Hilton Grand Vacations Inc. | Consumer Discretionary | 2.81M | $147.09M | 32.11% | +30.0K | +1.1% | Added | 3.54% |
| 2 | ESTA Establishment Labs Holdings Inc. | Healthcare | 723.1K | $62.05M | 13.54% | -41.5K | -5.4% | Reduced | 2.4% |
| 3 | MGM MGM Resorts International | Consumer Discretionary | 945.9K | $45.23M | 9.87% | 0 | 0.0% | Unchanged | 0.37% |
| 4 | IAG Iamgold Corp | Basic Materials | 2.38M | $37.65M | 8.22% | 0 | 0.0% | Unchanged | 0.41% |
| 5 | DAR Darling Ingredients Inc. | Consumer Staples | 424.8K | $23.20M | 5.06% | 0 | 0.0% | Unchanged | 0.27% |
| 6 | CNQ CANADIAN NATURAL RESOURCES Ltd | Energy | 532.4K | $21.03M | 4.59% | 0 | 0.0% | Unchanged | 0.03% |
| 7 | APPN Appian Corp | Technology | 839.4K | $19.22M | 4.2% | 0 | 0.0% | Unchanged | 2.07% |
| 8 | TGB Trekor Metals Ltd | Basic Materials | 2.05M | $14.13M | 3.08% | 0 | 0.0% | Unchanged | 0.63% |
| 9 | HCC Warrior Met Coal, Inc. | Energy | 174.0K | $14.12M | 3.08% | 0 | 0.0% | Unchanged | 0.33% |
| 10 | AGI Alamos Gold Inc | Basic Materials | 449.2K | $13.63M | 2.97% | 0 | 0.0% | Unchanged | 0.11% |
| 11 | CNR Core Natural Resources, Inc. | Energy | 169.4K | $13.56M | 2.96% | +25.0K | +17.3% | Added | 0.34% |
| 12 | BSM Black Stone Minerals, L.P. | Energy | 760.9K | $10.63M | 2.32% | 0 | 0.0% | Unchanged | 0.36% |
| 13 | HBM Hudbay Minerals Inc. | Basic Materials | 317.4K | $7.49M | 1.64% | 0 | 0.0% | Unchanged | 0.08% |
| 14 | SPGI S&P Global Inc. | Financial Services | 14.0K | $5.70M | 1.24% | 0 | 0.0% | Unchanged | 0% |
| 15 | VBNK VersaBank | Financial Services | 202.9K | $4.71M | 1.03% | 0 | 0.0% | Unchanged | 0.64% |
Tip. Select a row to see that position’s full history at Mudita Advisors LLP.
As of its Q2 2026 13F filing, Mudita Advisors LLP’s five largest positions were Hilton Grand Vacations Inc. (HGV) at 32.1%, Establishment Labs Holdings Inc. (ESTA) at 13.5%, MGM Resorts International (MGM) at 9.9%, Iamgold Corp (IAG) at 8.2%, Darling Ingredients Inc. (DAR) at 5.1% of the reported portfolio.
Mudita Advisors LLP reported a 13F portfolio worth $458.15M across 21 positions for Q2 2026. That is up 4.2% from the previous quarter.
Its largest purchases by value were Core Natural Resources, Inc. ($2.00M), AdvanSix Inc. ($1.74M), Hilton Grand Vacations Inc. ($1.57M). It opened 0 new positions.
Its largest sales by value were Bunge Global SA ($9.82M), Sasol Ltd ($7.87M), Zoom Communications, Inc. ($6.33M). It exited 3 positions entirely.
From the Form 13F-HR reports Mudita Advisors LLP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.