Mudita Advisors as of June 30, 2025
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 19 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 29.9 | $89M | 2.1M | 41.53 | |
| Establishment Labs Holdings Ord (ESTA) | 8.6 | $26M | 601k | 42.71 | |
| Warrior Met Coal (HCC) | 8.6 | $26M | 559k | 45.83 | |
| Canadian Natural Resources (CNQ) | 6.7 | $20M | 637k | 31.40 | |
| Iamgold Corp (IAG) | 6.6 | $20M | 2.7M | 7.35 | |
| HudBay Minerals (HBM) | 4.8 | $14M | 1.4M | 10.61 | |
| Ego (EGO) | 4.5 | $13M | 659k | 20.34 | |
| Chesapeake Energy Corp (EXE) | 4.3 | $13M | 110k | 116.94 | |
| Alamos Gold Com Cl A (AGI) | 4.3 | $13M | 478k | 26.56 | |
| Flutter Entmt SHS (FLUT) | 3.5 | $11M | 37k | 285.28 | |
| MGM Resorts International. (MGM) | 3.5 | $10M | 304k | 34.39 | |
| Black Stone Minerals Com Unit (BSM) | 3.3 | $10M | 761k | 13.08 | |
| Kinross Gold Corp (KGC) | 2.6 | $7.8M | 497k | 15.63 | |
| Maxcyte (MXCT) | 2.5 | $7.3M | 3.4M | 2.18 | |
| Taseko Cad (TGB) | 1.7 | $5.0M | 1.6M | 3.15 | |
| Darling International (DAR) | 1.4 | $4.2M | 112k | 37.94 | |
| Nacco Inds Cl A (NC) | 1.4 | $4.1M | 93k | 44.31 | |
| Allied Gold Corp Com New (AAUC) | 1.1 | $3.1M | 233k | 13.42 | |
| Mac Copper Ord Shs (MTAL) | 0.7 | $2.2M | 184k | 12.09 |
