Mudita Advisors LLP
Top Portfolio Positions
28 positions ·
$490,092,704 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| HGV |
Hilton Grand Vacations Inc.
Consumer Cyclical
|
2,778,706 | $108,702,978 | 22.18% |
| IAG |
Iamgold Corp
Basic Materials
|
2,375,300 | $44,703,146 | 9.12% |
| ESTA |
Establishment Labs Holdings Inc.
Healthcare
|
764,563 | $43,411,887 | 8.86% |
| MGM |
MGM Resorts International
Consumer Cyclical
|
945,938 | $35,009,165 | 7.14% |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
424,841 | $26,276,415 | 5.36% |
| CNQ |
Canadian Natural Resources Ltd
Energy
|
532,366 | $25,942,195 | 5.29% |
| ORLA |
Orla Mining Ltd.
Basic Materials
|
1,317,600 | $21,252,888 | 4.34% |
| APPN |
Appian Corp
Technology
|
839,400 | $20,237,934 | 4.13% |
| AGI |
Alamos Gold Inc
Basic Materials
|
449,204 | $19,958,133 | 4.07% |
| HCC |
Warrior Met Coal, Inc.
Basic Materials
|
174,000 | $16,208,100 | 3.31% |
Portfolio Trend
Holdings in AGI
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,958,133 | 449,204 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,189,080 | 315,943 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,008,445 | 287,104 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,690,474 | 477,804 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,296,491 | 497,251 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $9,169,308 | 497,251 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,168,230 | 359,490 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,636,803 | 359,490 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,302,477 | 359,490 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,862,830 | 509,490 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,600,315 | 673,190 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,024,424 | 673,190 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,955,220 | 814,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,088,000 | 800,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,928,000 | 800,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,616,000 | 800,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,736,000 | 800,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,845,000 | 500,000 | Shares | Sole | 2022-02-14 | |
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