13F Insight
DOSSIER · 13F-HR · Q2 2026

Mudita Advisors LLP

$481M in tracked AUM across 24 positions as of Q2 2026.

MA
CIK 0001907809 · last filed Jun 30, 2026
Total AUM
$481M
as of Q2 2026
Holdings
24
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Mudita Advisors LLP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
HGV
HILTON GRAND VACATIONS INC
$147M2.8M30.6%02
G31249108
ESTABLISHMENT LABS HLDGS INC
$62M723K12.9%03
MGM
MGM RESORTS INTERNATIONAL
$45M946K9.4%04
IAG
IAMGOLD CORP
$38M2.4M7.8%05
DAR
DARLING INGREDIENTS INC
$23M425K4.8%06
CNQ
CANADIAN NAT RES LTD MED TER
$21M532K4.4%07
APPN
APPIAN CORP
$19M839K4.0%08
TGB
TREKOR METALS LTD
$14M2.1M2.9%09
HCC
WARRIOR MET COAL INC
$14M174K2.9%10
AGI
ALAMOS GOLD INC
$14M449K2.8%

Filing history

2026Q2Jun 30
$481M▼ 1.8%
24 positionsView →2026Q1Mar 31
$490M▲ 5.9%
28 positionsView →2025Q4Dec 31
$463M▲ 33.8%
21 positionsView →2025Q3Sep 30
$346M▲ 16.0%
19 positionsView →2025Q2Jun 30
$298M▲ 50.6%
19 positionsLocked2025Q1Mar 31
$198M▲ 11.1%
17 positionsLocked2024Q4Dec 31
$178M▼ 2.5%
18 positionsLocked2024Q3Sep 30
$183M▼ 6.4%
17 positionsLocked2024Q2Jun 30
$195M▲ 16.3%
18 positionsLocked2024Q1Mar 31
$168M▲ 16.6%
16 positionsLocked2023Q4Dec 31
$144M▲ 5.1%
16 positionsLocked2023Q3Sep 30
$137M▲ 4.8%
17 positionsLocked
Showing 12 of 19