The Analysis of Mudita Advisors LLP's Holdings

Currently, Mudita Advisors LLP holds 21 types of securities in its portfolio with a total value $462.7M. In the most recent quarter, they have increased their positions in HGV (+273.9K shares, valued at $12.3M), TGB (+1.6M shares, valued at $9.1M), MGM (+232.6K shares, valued at $8.5M); decreased their positions in IAG (-305.7K shares, valued at $5.0M), HCC (-26.9K shares, valued at $2.4M), FLUT (-2.7K shares, valued at $573.3K); initiated new positions in GROY (+2.1M shares, valued at $8.5M), N/A (+154.1K shares, valued at $6.7M), VBNK (+97.6K shares, valued at $1.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

HGV HILTON GRAND VACATIONS INC2.6M shares11.74%2025-12-312026-02-13

ESTA ESTABLISHMENT LABS HLDGS INC699.7K shares1.88%2025-12-312026-02-13

HCC WARRIOR MET COAL INC535.8K shares-4.78%2025-12-312026-02-13

IAG IAMGOLD CORP2.4M shares-11.40%2025-12-312026-02-13

MGM MGM RESORTS INTERNATIONAL860.9K shares37.02%2025-12-312026-02-13

TGB TASEKO MINES LTD4.4M shares57.38%2025-12-312026-02-13

CNQ CANADIAN NAT RES LTD637.0K shares0.00%2025-12-312026-02-13

ORLA ORLA MNG LTD NEW1.4M shares2.86%2025-12-312026-02-13

Sponsored

HBM HUDBAY MINERALS INC924.2K shares-0.03%2025-12-312026-02-13

EXE EXPAND ENERGY CORPORATION115.1K shares0.00%2025-12-312026-02-13

AGI ALAMOS GOLD INC NEW315.9K shares10.04%2025-12-312026-02-13

AAUC ALLIED GOLD CORP483.2K shares60.95%2025-12-312026-02-13

BSM BLACK STONE MINERALS L P760.9K shares0.00%2025-12-312026-02-13

GROY GOLD ROYALTY CORP2.1M sharesnew addition2025-12-312026-02-13

DAR DARLING INGREDIENTS INC221.0K shares97.67%2025-12-312026-02-13

FLUT FLUTTER ENTMT PLC35.9K shares-6.90%2025-12-312026-02-13