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% |
Holdings in APPN
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,237,934 | 839,400 | Shares | Sole | 2026-05-14 | |
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