Mudita Advisors LLP — 13F holdings

Mudita Advisors LLP reported 24 holdings worth $481M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. HGV HILTON GRAND VACATIONS INC — $147M (30.6%)
2. ESTA ESTABLISHMENT LABS HLDGS INC — $62.0M (12.9%)
3. MGM MGM RESORTS INTERNATIONAL — $45.2M (9.4%)
4. IAG IAMGOLD CORP — $37.6M (7.8%)
5. DAR DARLING INGREDIENTS INC — $23.2M (4.8%)
6. CNQ CANADIAN NAT RES LTD — $21.0M (4.4%)
7. APPN Appian Corp — $19.2M (4.0%)
8. TGB TREKOR METALS LTD — $14.1M (2.9%)
9. HCC WARRIOR MET COAL INC — $14.1M (2.9%)
10. AGI ALAMOS GOLD INC NEW — $13.6M (2.8%)