Mudita Advisors LLP

CIK 0001907809 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Mudita Advisors LLP reported 24 positions worth $481.0M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: HGV (30.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$481.0M
2026 Q2
Positions
24
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
82.6%
Est. Net Flow (Q)
2026 Q2
10 / 24 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1HGVHILTON GRAND VACATIONS INCSH$147.1M30.58%2,808,706
2ESTAESTABLISHMENT LABS HLDGS INCSH$62.0M12.90%723,063
3MGMMGM RESORTS INTERNATIONALSH$45.2M9.40%945,938
4IAGIAMGOLD CORPSH$37.6M7.83%2,375,300
5DARDARLING INGREDIENTS INCSH$23.2M4.82%424,841
6CNQCANADIAN NAT RES LTD MED TERSH$21.0M4.37%532,366
7APPNAPPIAN CORPSH$19.2M4.00%839,400
8TGBTREKOR METALS LTDSH$14.1M2.94%2,053,209
9HCCWARRIOR MET COAL INCSH$14.1M2.94%174,000
10AGIALAMOS GOLD INCSH$13.6M2.83%449,204

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Mudita Advisors LLP hold as of Q2 2026?

Mudita Advisors LLP reported 24 positions worth $481.0M in its Q2 2026 13F filing. Largest positions: HGV (30.6%), ESTA (12.9%), MGM (9.4%), IAG (7.8%) and DAR (4.8%).

What did Mudita Advisors LLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Mudita Advisors LLP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.