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The Analysis of Mudita Advisors LLP's Holdings & P&L

Currently, Mudita Advisors LLP holds 28 types of securities in its portfolio with a total value $490.1M. In the most recent quarter, they have increased their positions in APPN (+839.4K shares, valued at $20.2M), N/A (+144.4K shares, valued at $15.1M), DAR (+203.8K shares, valued at $12.6M); decreased their positions in HCC (-361.8K shares, valued at $33.7M), TGB (-2.3M shares, valued at $15.1M), HBM (-606.8K shares, valued at $12.7M); initiated new positions in APPN (+839.4K shares, valued at $20.2M), N/A (+144.4K shares, valued at $15.1M), N/A (+77.2K shares, valued at $9.8M).

1M P&L

-2.6M-0.53%

3M P&L

-37.5M-7.28%

HY P&L

+69.6M+17.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Resorts & Casinos148.1M

32.5%

2Gold95.2M

20.9%

3Medical Devices56.2M

12.3%

Top Industries by Stock Count

1Gold6 stocks

30.0%

2Oil & Gas E&P3 stocks

15.0%

3Medical Devices2 stocks

10.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

HGV HILTON GRAND VACATIONS INC2.8M shares6.59%2026-03-312026-05-14

IAG IAMGOLD CORP2.4M shares0.00%2026-03-312026-05-14

ESTA ESTABLISHMENT LABS HLDGS INC764.6K shares9.27%2026-03-312026-05-14

MGM MGM RESORTS INTERNATIONAL945.9K shares9.87%2026-03-312026-05-14

DAR DARLING INGREDIENTS INC424.8K shares92.24%2026-03-312026-05-14

CNQ CANADIAN NAT RES LTD MED TER532.4K shares-16.43%2026-03-312026-05-14

ORLA ORLA MNG LTD NEW1.3M shares-8.50%2026-03-312026-05-14

APPN APPIAN CORP839.4K sharesnew addition2026-03-312026-05-14

Sponsored

AGI ALAMOS GOLD INC449.2K shares42.18%2026-03-312026-05-14

HCC WARRIOR MET COAL INC174.0K shares-67.52%2026-03-312026-05-14

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC144.4K sharesnew addition2026-03-312026-05-14

EXE EXPAND ENERGY CORPORATION123.7K shares7.47%2026-03-312026-05-14

TGB TASEKO MINES LTD2.1M shares-53.21%2026-03-312026-05-14

FLUT FLUTTER ENTMT PLC117.0K shares226.06%2026-03-312026-05-14

BSM BLACK STONE MINERALS L P760.9K shares0.00%2026-03-312026-05-14

BUNGE GLOBAL SA BUNGE GLOBAL SA77.2K sharesnew addition2026-03-312026-05-14

Sponsored

SSL SASOL LTD607.3K sharesnew addition2026-03-312026-05-14

HBM HUDBAY MINERALS INC317.4K shares-65.66%2026-03-312026-05-14

ZM ZOOM COMMUNICATIONS INC78.8K sharesnew addition2026-03-312026-05-14

SPGI S&P GLOBAL INC14.0K sharesnew addition2026-03-312026-05-14

KGC KINROSS GOLD CORP174.3K shares0.00%2026-03-312026-05-14

AAUC ALLIED GOLD CORP160.2K shares-66.84%2026-03-312026-05-14

NC NACCO INDS INC92.5K shares0.00%2026-03-312026-05-14

ODV OSISKO DEVELOPMENT CORP1.1M sharesnew addition2026-03-312026-05-14

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VBNK VERSABANK NEW202.9K shares107.93%2026-03-312026-05-14

MXCT MAXCYTE INC3.4M shares0.00%2026-03-312026-05-14

ASIX ADVANSIX INC82.8K sharesnew addition2026-03-312026-05-14

BARRICK MNG CORP BARRICK MNG CORP11.2K shares-92.73%2026-03-312026-05-14

HGV

HILTON GRAND VACATIONS INC

6.59%

Shares2.8M

Event2026-03-31

Filed2026-05-14

IAG

IAMGOLD CORP

0.00%

Shares2.4M

Event2026-03-31

Filed2026-05-14

ESTA

ESTABLISHMENT LABS HLDGS INC

9.27%

Shares764.6K

Event2026-03-31

Filed2026-05-14

MGM

MGM RESORTS INTERNATIONAL

9.87%

Shares945.9K

Event2026-03-31

Filed2026-05-14

DAR

DARLING INGREDIENTS INC

92.24%

Shares424.8K

Event2026-03-31

Filed2026-05-14

CNQ

CANADIAN NAT RES LTD MED TER

-16.43%

Shares532.4K

Event2026-03-31

Filed2026-05-14

ORLA

ORLA MNG LTD NEW

-8.50%

Shares1.3M

Event2026-03-31

Filed2026-05-14

APPN

APPIAN CORP

New

Shares839.4K

Event2026-03-31

Filed2026-05-14

AGI

ALAMOS GOLD INC

42.18%

Shares449.2K

Event2026-03-31

Filed2026-05-14

HCC

WARRIOR MET COAL INC

-67.52%

Shares174.0K

Event2026-03-31

Filed2026-05-14

CORE NATURAL RESOURCES INC

New

Shares144.4K

Event2026-03-31

Filed2026-05-14

EXE

EXPAND ENERGY CORPORATION

7.47%

Shares123.7K

Event2026-03-31

Filed2026-05-14

TGB

TASEKO MINES LTD

-53.21%

Shares2.1M

Event2026-03-31

Filed2026-05-14

FLUT

FLUTTER ENTMT PLC

226.06%

Shares117.0K

Event2026-03-31

Filed2026-05-14

BSM

BLACK STONE MINERALS L P

0.00%

Shares760.9K

Event2026-03-31

Filed2026-05-14

BUNGE GLOBAL SA

New

Shares77.2K

Event2026-03-31

Filed2026-05-14

SSL

SASOL LTD

New

Shares607.3K

Event2026-03-31

Filed2026-05-14

HBM

HUDBAY MINERALS INC

-65.66%

Shares317.4K

Event2026-03-31

Filed2026-05-14

ZOOM COMMUNICATIONS INC

New

Shares78.8K

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

New

Shares14.0K

Event2026-03-31

Filed2026-05-14

KGC

KINROSS GOLD CORP

0.00%

Shares174.3K

Event2026-03-31

Filed2026-05-14

AAUC

ALLIED GOLD CORP

-66.84%

Shares160.2K

Event2026-03-31

Filed2026-05-14

NACCO INDS INC

0.00%

Shares92.5K

Event2026-03-31

Filed2026-05-14

ODV

OSISKO DEVELOPMENT CORP

New

Shares1.1M

Event2026-03-31

Filed2026-05-14

VBNK

VERSABANK NEW

107.93%

Shares202.9K

Event2026-03-31

Filed2026-05-14

MXCT

MAXCYTE INC

0.00%

Shares3.4M

Event2026-03-31

Filed2026-05-14

ASIX

ADVANSIX INC

New

Shares82.8K

Event2026-03-31

Filed2026-05-14

BARRICK MNG CORP

-92.73%

Shares11.2K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Mudita Advisors LLP Institutional Holdings, Portfolio & P&L — TradeFomo