Mudita Advisors LLP
CIK 0001907809 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
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
Top Holdings
HGV
HILTON GRAND VACATIONS INC
30.6%
ESTA
ESTABLISHMENT LABS HLDGS INC
12.9%
MGM
MGM RESORTS INTERNATIONAL
9.4%
IAG
IAMGOLD CORP
7.8%
DAR
DARLING INGREDIENTS INC
4.8%
CNQ
CANADIAN NAT RES LTD MED TER
4.4%
APPN
APPIAN CORP
4.0%
TGB
TREKOR METALS LTD
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.