Mudita Advisors as of Dec. 31, 2025
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 25.2 | $117M | 2.6M | 44.75 | |
| Establishment Labs Holdings Ord (ESTA) | 11.0 | $51M | 700k | 72.88 | |
| Warrior Met Coal (HCC) | 10.2 | $47M | 536k | 88.17 | |
| Iamgold Corp (IAG) | 8.5 | $39M | 2.4M | 16.49 | |
| MGM Resorts International. (MGM) | 6.8 | $31M | 861k | 36.49 | |
| Taseko Cad (TGB) | 5.4 | $25M | 4.4M | 5.66 | |
| Canadian Natural Resources (CNQ) | 4.7 | $22M | 637k | 33.85 | |
| Orla Mining LTD New F (ORLA) | 4.2 | $19M | 1.4M | 13.47 | |
| HudBay Minerals (HBM) | 4.0 | $18M | 924k | 19.85 | |
| Chesapeake Energy Corp (EXE) | 2.7 | $13M | 115k | 110.36 | |
| Alamos Gold Com Cl A (AGI) | 2.6 | $12M | 316k | 38.58 | |
| Allied Gold Corp Com New (AAUC) | 2.4 | $11M | 483k | 22.91 | |
| Black Stone Minerals Com Unit (BSM) | 2.2 | $10M | 761k | 13.29 | |
| Gold Royalty Corp Common Shares (GROY) | 1.8 | $8.5M | 2.1M | 4.04 | |
| Darling International (DAR) | 1.7 | $8.0M | 221k | 36.00 | |
| Flutter Entmt SHS (FLUT) | 1.7 | $7.7M | 36k | 215.52 | |
| Barrick Mng Corp Com Shs (B) | 1.5 | $6.7M | 154k | 43.55 | |
| Maxcyte (MXCT) | 1.1 | $5.2M | 3.4M | 1.55 | |
| Kinross Gold Corp (KGC) | 1.1 | $4.9M | 174k | 28.16 | |
| Nacco Inds Cl A (NC) | 1.0 | $4.5M | 93k | 49.04 | |
| Versabank (VBNK) | 0.3 | $1.5M | 98k | 14.98 |
