Mudita Advisors LLP Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$345.8B
Holdings
19
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 2,333,146 | $97.5B | 28.21% | |
| 2 | HCCWARRIOR MET COAL INC | 562,665 | $35.8B | 10.36% | |
| 3 | IMGIAMGOLD CORP | 2,681,000 | $34.7B | 10.02% | |
| 4 | ESTAESTABLISHMENT LABS HLDGS INC | 686,764 | $28.2B | 8.14% | |
| 5 | MGMMGM RESORTS INTERNATIONAL | 628,338 | $21.8B | 6.30% | |
| 6 | CRCCANADIAN NAT RES LTD | 637,044 | $20.4B | 5.89% | |
| 7 | OLAORLA MNG LTD NEW | 1,400,000 | $15.1B | 4.37% | |
| 8 | HBMHUDBAY MINERALS INC | 924,505 | $14.0B | 4.05% | |
| 9 | EXEEXPAND ENERGY CORPORATION | 115,100 | $12.2B | 3.54% | |
| 10 | TGBTASEKO MINES LTD | 2,788,401 | $11.8B | 3.41% | |
| 11 | AGIALAMOS GOLD INC NEW | 287,104 | $10.0B | 2.89% | |
| 12 | BSMBLACK STONE MINERALS L P | 760,877 | $10.0B | 2.89% | |
| 13 | FLUTFLUTTER ENTMT PLC | 38,536 | $9.8B | 2.84% | |
| 14 | MXCTGBXMAXCYTE INC | 3,370,689 | $5.3B | 1.54% | |
| 15 | AAUCALLIED GOLD CORP | 300,234 | $5.2B | 1.52% | |
| 16 | KGCKINROSS GOLD CORP | 174,335 | $4.3B | 1.25% | |
| 17 | NCNACCO INDS INC | 92,520 | $3.9B | 1.13% | |
| 18 | DARDARLING INGREDIENTS INC | 111,800 | $3.5B | 1.00% | |
| 19 | —MAC COPPER LIMITED | 183,668 | $2.2B | 0.65% |