Mudita Advisors as of June 30, 2026
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 30.6 | $147M | 2.8M | 52.37 | |
| Establishment Labs Holdings Ord (ESTA) | 12.9 | $62M | 723k | 85.81 | |
| MGM Resorts International. (MGM) | 9.4 | $45M | 946k | 47.81 | |
| Iamgold Corp (IAG) | 7.8 | $38M | 2.4M | 15.85 | |
| Darling International (DAR) | 4.8 | $23M | 425k | 54.62 | |
| Canadian Natural Resources (CNQ) | 4.4 | $21M | 532k | 39.50 | |
| Appian Corp Cl A (APPN) | 4.0 | $19M | 839k | 22.90 | |
| Trekor Metals | 2.9 | $14M | 2.1M | 6.88 | |
| Warrior Met Coal (HCC) | 2.9 | $14M | 174k | 81.16 | |
| Alamos Gold Com Cl A (AGI) | 2.8 | $14M | 449k | 30.34 | |
| Core Natural Resources Com Shs (CNR) | 2.8 | $14M | 169k | 80.02 | |
| Flutter Entmt SHS (FLUT) | 2.6 | $13M | 122k | 102.08 | |
| Black Stone Minerals Com Unit (BSM) | 2.2 | $11M | 761k | 13.97 | |
| Orla Mining LTD New F (ORLA) | 1.6 | $7.7M | 790k | 9.79 | |
| HudBay Minerals (HBM) | 1.6 | $7.5M | 317k | 23.61 | |
| S&p Global (SPGI) | 1.2 | $5.7M | 14k | 407.26 | |
| Versabank (VBNK) | 1.0 | $4.7M | 203k | 23.21 | |
| Nacco Inds Cl A (NC) | 1.0 | $4.6M | 93k | 50.05 | |
| Maxcyte (MXCT) | 0.9 | $4.1M | 3.4M | 1.23 | |
| Kinross Gold Corp (KGC) | 0.9 | $4.1M | 174k | 23.62 | |
| Advansix (ASIX) | 0.7 | $3.4M | 171k | 19.88 | |
| Osisko Development Corp Com New (ODV) | 0.6 | $2.7M | 1.1M | 2.46 | |
| Allied Gold Corp Com New (AAUC) | 0.4 | $2.0M | 85k | 23.76 | |
| Barrick Mng Corp Com Shs (B) | 0.1 | $411k | 11k | 36.73 |
