Mudita Advisors LLP Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$462.7B
Holdings
21
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 2,607,012 | $116.7B | 25.21% | |
| 2 | ESTAESTABLISHMENT LABS HLDGS INC | 699,703 | $51.0B | 11.02% | |
| 3 | HCCWARRIOR MET COAL INC | 535,765 | $47.2B | 10.21% | |
| 4 | IMGIAMGOLD CORP | 2,375,300 | $39.2B | 8.47% | |
| 5 | MGMMGM RESORTS INTERNATIONAL | 860,938 | $31.4B | 6.79% | |
| 6 | TGBTASEKO MINES LTD | 4,388,401 | $24.8B | 5.37% | |
| 7 | CRCCANADIAN NAT RES LTD | 637,044 | $21.6B | 4.66% | |
| 8 | OLAORLA MNG LTD NEW | 1,440,000 | $19.4B | 4.19% | |
| 9 | HBMHUDBAY MINERALS INC | 924,189 | $18.3B | 3.96% | |
| 10 | EXEEXPAND ENERGY CORPORATION | 115,100 | $12.7B | 2.75% | |
| 11 | AGIALAMOS GOLD INC NEW | 315,943 | $12.2B | 2.63% | |
| 12 | AAUCALLIED GOLD CORP | 483,234 | $11.1B | 2.39% | |
| 13 | BSMBLACK STONE MINERALS L P | 760,877 | $10.1B | 2.19% | |
| 14 | GROYGOLD ROYALTY CORP | 2,100,000 | $8.5B | 1.83% | |
| 15 | DARDARLING INGREDIENTS INC | 221,000 | $8.0B | 1.72% | |
| 16 | FLUTFLUTTER ENTMT PLC | 35,876 | $7.7B | 1.67% | |
| 17 | BBARRICK MNG CORP | 154,100 | $6.7B | 1.45% | |
| 18 | MXCTGBXMAXCYTE INC | 3,370,689 | $5.2B | 1.13% | |
| 19 | KGCKINROSS GOLD CORP | 174,335 | $4.9B | 1.06% | |
| 20 | NCNACCO INDS INC | 92,520 | $4.5B | 0.98% | |
| 21 | VBNKVERSABANK NEW | 97,591 | $1.5B | 0.32% |