Mudita Advisors LLP

data from 30/09/2025

Capitalization

$ 345.799 M 16.00 %

Average holding period

7 ans

Performance

$ 76.302 M 44.77 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Mudita Advisors LLP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 HGV HILTON GRAND VACATIONS INC 28.21% 97.549 M $ 2333146 2021/12/31 600.280 K $ 0.67 %
2025/09/30 HCC WARRIOR MET COAL INC 10.36% 35.808 M $ 562665 2023/03/31 9.948 M $ 38.86 %
2025/09/30 IAG IAMGOLD CORP 10.02% 34.660 M $ 2681000 2024/06/30 14.963 M $ 75.88 %
2025/09/30 ESTA ESTABLISHMENT LABS HLDGS INC 8.14% 28.150 M $ 686764 2021/12/31 -1.033 M $ -4.03 %
2025/09/30 MGM MGM RESORTS INTERNATIONAL 6.30% 21.778 M $ 628338 2025/06/30 82.036 K $ 0.79 %
2025/09/30 CNQ CANADIAN NAT RES LTD 5.89% 20.360 M $ 637044 2021/12/31 356.744 K $ 1.78 %
2025/09/30 ORLA ORLA MNG LTD NEW 4.37% 15.119 M $ 1400000 2025/09/30 0.000 $ 0.00 %
2025/09/30 HBM HUDBAY MINERALS INC 4.05% 14.014 M $ 924505 2023/06/30 6.175 M $ 42.88 %
2025/09/30 EXE EXPAND ENERGY CORPORATION 3.54% 12.228 M $ 115100 2025/03/31 -1.180 M $ -9.15 %
2025/09/30 TGB TASEKO MINES LTD 3.41% 11.795 M $ 2788401 2025/06/30 1.717 M $ 34.29 %
2025/09/30 AGI ALAMOS GOLD INC NEW 2.89% 10.008 M $ 287104 2021/12/31 3.966 M $ 31.25 %
2025/09/30 BSM BLACK STONE MINERALS L P 2.89% 9.998 M $ 760877 2021/12/31 45.652 K $ 0.46 %
2025/09/30 FLUT FLUTTER ENTMT PLC 2.84% 9.832 M $ 38536 2024/06/30 -1.169 M $ -11.13 %
2025/09/30 MXCT MAXCYTE INC 1.54% 5.326 M $ 3370689 2022/09/30 -2.022 M $ -27.52 %
2025/09/30 AAUC ALLIED GOLD CORP 1.52% 5.248 M $ 300234 2025/06/30 931.002 K $ 29.73 %
2025/09/30 KGC KINROSS GOLD CORP 1.25% 4.332 M $ 174335 2024/12/31 4.580 M $ 58.99 %
2025/09/30 NC NACCO INDS INC 1.13% 3.901 M $ 92520 2025/03/31 -198.918 K $ -4.85 %
2025/09/30 DAR DARLING INGREDIENTS INC 1.00% 3.451 M $ 111800 2025/06/30 -790.425 K $ -18.63 %
2025/09/30 MTAL MAC COPPER LIMITED 0.65% 2.243 M $ 183668 2024/06/30 22.040 K $ 0.99 %
2025/09/30 EGO ELDORADO GOLD CORP NEW 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %