Mudita Advisors LLP Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001907809 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $490M (100.0% shares, 0.0% debt)

Holdings (28)

HGV HILTON GRAND VACATIONS INC 22.2%

Value $109M Shares 2,778,706 Est. Cost $41.82 Unrealized +11.6%

IAG IAMGOLD CORP 9.1%

Value $44.69M Shares 2,375,300 Est. Cost $5.39 Unrealized +267.2%

ESTA ESTABLISHMENT LABS HLDGS INC 8.9%

Value $43.41M Shares 764,563 Est. Cost $46.83 Unrealized +50.2%

MGM MGM RESORTS INTERNATIONAL 7.1%

Value $35.01M Shares 945,938 Est. Cost $34.27 Unrealized +2.4%

DAR DARLING INGREDIENTS INC 5.4%

Value $26.28M Shares 424,841 Est. Cost $39.06 Unrealized +15.8%

CNQ CANADIAN NAT RES LTD MED TER 5.3%

Value $25.94M Shares 532,366 Est. Cost $26.51 Unrealized +40.3%

ORLA ORLA MNG LTD NEW 4.3%

Value $21.25M Shares 1,317,600 Est. Cost $10.75 Unrealized +53.7%

APPN APPIAN CORP 4.1%

Value $20.24M Shares 839,400 Est. Cost $28.18 Unrealized 0.0%

AGI ALAMOS GOLD INC 4.1%

Value $19.96M Shares 449,204 Est. Cost $21.73 Unrealized +95.8%

HCC WARRIOR MET COAL INC 3.3%

Value $16.21M Shares 174,000 Est. Cost $50.10 Unrealized +83.6%

CNR CORE NATURAL RESOURCES INC 3.1%

Value $15.12M Shares 144,400 Est. Cost $92.80 Unrealized 0.0%

EXE EXPAND ENERGY CORPORATION 2.8%

Value $13.58M Shares 123,700 Est. Cost $103.06 Unrealized +2.7%

TGB TASEKO MINES LTD 2.7%

Value $13.24M Shares 2,053,209 Est. Cost $3.49 Unrealized +115.0%

FLUT FLUTTER ENTMT PLC 2.4%

Value $11.93M Shares 116,976 Est. Cost $190.75 Unrealized -12.7%

BSM BLACK STONE MINERALS L P 2.3%

Value $11.5M Shares 760,877 Est. Cost $11.30 Unrealized —

BG BUNGE GLOBAL SA 2.0%

Value $9.82M Shares 77,200 Est. Cost $112.04 Unrealized 0.0%

SSL SASOL LTD 1.6%

Value $7.871M Shares 607,325 Est. Cost $12.96 Unrealized —

HBM HUDBAY MINERALS INC 1.4%

Value $6.634M Shares 317,389 Est. Cost $7.96 Unrealized +207.1%

ZM ZOOM COMMUNICATIONS INC 1.3%

Value $6.335M Shares 78,800 Est. Cost $88.07 Unrealized 0.0%

SPGI S&P GLOBAL INC 1.2%

Value $5.955M Shares 14,000 Est. Cost $485.25 Unrealized 0.0%

KGC KINROSS GOLD CORP 1.1%

Value $5.321M Shares 174,335 Est. Cost $10.36 Unrealized +226.0%

AAUC ALLIED GOLD CORP 1.0%

Value $4.966M Shares 160,234 Est. Cost $15.37 Unrealized +92.2%

NC NACCO INDS INC 1.0%

Value $4.808M Shares 92,520 Est. Cost $31.79 Unrealized +60.8%

ODV OSISKO DEVELOPMENT CORP 0.7%

Value $3.575M Shares 1,100,000 Est. Cost $3.72 Unrealized 0.0%

VBNK VERSABANK NEW 0.6%

Value $2.875M Shares 202,925 Est. Cost $14.56 Unrealized —

MXCT MAXCYTE INC 0.5%

Value $2.368M Shares 3,370,689 Est. Cost $4.35 Unrealized -76.2%

ASIX ADVANSIX INC 0.4%

Value $2.02M Shares 82,807 Est. Cost $17.67 Unrealized 0.0%

B BARRICK MNG CORP 0.1%

Value $457K Shares 11,200 Est. Cost $37.42 Unrealized +29.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HGV	HILTON GRAND VACATIONS INC	2,778,706	$109M	22.2%	$41.82	+11.6%	COM	43283X105
IAG	IAMGOLD CORP	2,375,300	$44.69M	9.1%	$5.39	+267.2%	COM	450913108
ESTA	ESTABLISHMENT LABS HLDGS INC	764,563	$43.41M	8.9%	$46.83	+50.2%	COM	G31249108
MGM	MGM RESORTS INTERNATIONAL	945,938	$35.01M	7.1%	$34.27	+2.4%	COM	552953101
DAR	DARLING INGREDIENTS INC	424,841	$26.28M	5.4%	$39.06	+15.8%	COM	237266101
CNQ	CANADIAN NAT RES LTD MED TER	532,366	$25.94M	5.3%	$26.51	+40.3%	COM	136385101
ORLA	ORLA MNG LTD NEW	1,317,600	$21.25M	4.3%	$10.75	+53.7%	COM	68634K106
APPN	APPIAN CORP	839,400	$20.24M	4.1%	$28.18	0.0%	CL A	03782L101
AGI	ALAMOS GOLD INC	449,204	$19.96M	4.1%	$21.73	+95.8%	COM CL A	011532108
HCC	WARRIOR MET COAL INC	174,000	$16.21M	3.3%	$50.10	+83.6%	COM	93627C101
CNR	CORE NATURAL RESOURCES INC	144,400	$15.12M	3.1%	$92.80	0.0%	COM SHS	218937100
EXE	EXPAND ENERGY CORPORATION	123,700	$13.58M	2.8%	$103.06	+2.7%	COM	165167735
TGB	TASEKO MINES LTD	2,053,209	$13.24M	2.7%	$3.49	+115.0%	COM	876511106
FLUT	FLUTTER ENTMT PLC	116,976	$11.93M	2.4%	$190.75	-12.7%	SHS	G3643J108
BSM	BLACK STONE MINERALS L P	760,877	$11.5M	2.3%	$11.30	—	COM UNIT	09225M101
BG	BUNGE GLOBAL SA	77,200	$9.82M	2.0%	$112.04	0.0%	COM SHS	H11356104
SSL	SASOL LTD	607,325	$7.871M	1.6%	$12.96	—	SPONSORED ADR	803866300
HBM	HUDBAY MINERALS INC	317,389	$6.634M	1.4%	$7.96	+207.1%	COM	443628102
ZM	ZOOM COMMUNICATIONS INC	78,800	$6.335M	1.3%	$88.07	0.0%	CL A	98980L101
SPGI	S&P GLOBAL INC	14,000	$5.955M	1.2%	$485.25	0.0%	COM	78409V104
KGC	KINROSS GOLD CORP	174,335	$5.321M	1.1%	$10.36	+226.0%	COM	496902404
AAUC	ALLIED GOLD CORP	160,234	$4.966M	1.0%	$15.37	+92.2%	COM NEW	01921D204
NC	NACCO INDS INC	92,520	$4.808M	1.0%	$31.79	+60.8%	CL A	629579103
ODV	OSISKO DEVELOPMENT CORP	1,100,000	$3.575M	0.7%	$3.72	0.0%	COM NEW	68828E809
VBNK	VERSABANK NEW	202,925	$2.875M	0.6%	$14.56	—	COM	92512J106
MXCT	MAXCYTE INC	3,370,689	$2.368M	0.5%	$4.35	-76.2%	COM	57777K106
ASIX	ADVANSIX INC	82,807	$2.02M	0.4%	$17.67	0.0%	COM	00773T101
B	BARRICK MNG CORP	11,200	$457K	0.1%	$37.42	+29.1%	COM SHS	06849F108