Mudita Advisors LLP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$298.1B
Holdings
19
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 2,143,860 | $89.0B | 29.87% | |
| 2 | ESTAESTABLISHMENT LABS HLDGS INC | 600,664 | $25.7B | 8.61% | |
| 3 | HCCWARRIOR MET COAL INC | 558,565 | $25.6B | 8.59% | |
| 4 | CRCCANADIAN NAT RES LTD | 637,044 | $20.0B | 6.71% | |
| 5 | IMGIAMGOLD CORP | 2,681,600 | $19.7B | 6.61% | |
| 6 | HBMHUDBAY MINERALS INC | 1,357,105 | $14.4B | 4.83% | |
| 7 | ELDELDORADO GOLD CORP NEW | 658,500 | $13.4B | 4.49% | |
| 8 | EXEEXPAND ENERGY CORPORATION | 110,300 | $12.9B | 4.33% | |
| 9 | AGIALAMOS GOLD INC NEW | 477,804 | $12.7B | 4.26% | |
| 10 | FLUTFLUTTER ENTMT PLC | 36,809 | $10.5B | 3.52% | |
| 11 | MGMMGM RESORTS INTERNATIONAL | 303,838 | $10.4B | 3.51% | |
| 12 | BSMBLACK STONE MINERALS L P | 760,877 | $10.0B | 3.34% | |
| 13 | KGCKINROSS GOLD CORP | 496,800 | $7.8B | 2.60% | |
| 14 | MXCTGBXMAXCYTE INC | 3,370,689 | $7.3B | 2.46% | |
| 15 | TGBTASEKO MINES LTD | 1,589,701 | $5.0B | 1.68% | |
| 16 | DARDARLING INGREDIENTS INC | 111,800 | $4.2B | 1.42% | |
| 17 | NCNACCO INDS INC | 92,520 | $4.1B | 1.38% | |
| 18 | AAUCALLIED GOLD CORP | 233,334 | $3.1B | 1.05% | |
| 19 | —MAC COPPER LIMITED | 183,668 | $2.2B | 0.74% |