Mudita Advisors as of Sept. 30, 2025
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 19 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 28.2 | $98M | 2.3M | 41.81 | |
| Warrior Met Coal (HCC) | 10.4 | $36M | 563k | 63.64 | |
| Iamgold Corp (IAG) | 10.0 | $35M | 2.7M | 12.93 | |
| Establishment Labs Holdings Ord (ESTA) | 8.1 | $28M | 687k | 40.99 | |
| MGM Resorts International. (MGM) | 6.3 | $22M | 628k | 34.66 | |
| Canadian Natural Resources (CNQ) | 5.9 | $20M | 637k | 31.96 | |
| Orla Mining LTD New F (ORLA) | 4.4 | $15M | 1.4M | 10.80 | |
| HudBay Minerals (HBM) | 4.1 | $14M | 925k | 15.16 | |
| Chesapeake Energy Corp (EXE) | 3.5 | $12M | 115k | 106.24 | |
| Taseko Cad (TGB) | 3.4 | $12M | 2.8M | 4.23 | |
| Alamos Gold Com Cl A (AGI) | 2.9 | $10M | 287k | 34.86 | |
| Black Stone Minerals Com Unit (BSM) | 2.9 | $10M | 761k | 13.14 | |
| Flutter Entmt SHS (FLUT) | 2.8 | $9.8M | 39k | 255.14 | |
| Maxcyte (MXCT) | 1.5 | $5.3M | 3.4M | 1.58 | |
| Allied Gold Corp Com New (AAUC) | 1.5 | $5.2M | 300k | 17.48 | |
| Kinross Gold Corp (KGC) | 1.3 | $4.3M | 174k | 24.85 | |
| Nacco Inds Cl A (NC) | 1.1 | $3.9M | 93k | 42.16 | |
| Darling International (DAR) | 1.0 | $3.5M | 112k | 30.87 | |
| Mac Copper Ord Shs (MTAL) | 0.6 | $2.2M | 184k | 12.21 |
