Filed: 5/19/2025ACC: 0001172661-25-002420
📋 What this filing means
MUDITA ADVISORS LLP filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $197.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$197.92M
Total AUM (reported)
11.61M
Total Shares
Allocation by class
COM$158.12M79.9%
COM CL A$13.30M6.7%
COM UNIT$11.62M5.9%
SHS$7.83M4.0%
ORD SHS$4.15M2.1%
CL A$2.91M1.5%
Portfolio Concentration
Top 3$80.59M40.7%
4–10$84.53M42.7%
11–25$32.80M16.6%
Top 3 weight
40.7%
Top 10 weight
83.4%
Voting Authority Distribution
Total shares with voting rights: 11.61M
Sole
Full voting authority
11.61M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
HILTON GRAND VACATIONS INC
SOLEShares1.10M
TypeSH
Market value$41.06M
20.75%
Sole
1.10M
Shared
0.00
None
0.00
WARRIOR MET COAL INC
SOLEShares417.17K
TypeSH
Market value$19.91M
10.06%
Sole
417.17K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares637.04K
TypeSH
Market value$19.62M
9.91%
Sole
637.04K
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares479.36K
TypeSH
Market value$19.56M
9.88%
Sole
479.36K
Shared
0.00
None
0.00
ALAMOS GOLD INC NEW
SOLEShares497.25K
TypeSH
Market value$13.30M
6.72%
Sole
497.25K
Shared
0.00
None
0.00
IAMGOLD CORP
SOLEShares2.08M
TypeSH
Market value$13.00M
6.57%
Sole
2.08M
Shared
0.00
None
0.00
BLACK STONE MINERALS L P
SOLEShares760.88K
TypeSH
Market value$11.62M
5.87%
Sole
760.88K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares82.90K
TypeSH
Market value$9.23M
4.66%
Sole
82.90K
Shared
0.00
None
0.00
MAXCYTE INC
SOLEShares3.33M
TypeSH
Market value$9.09M
4.59%
Sole
3.33M
Shared
0.00
None
0.00
ELDORADO GOLD CORP NEW
SOLEShares519.40K
TypeSH
Market value$8.74M
4.41%
Sole
519.40K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares35.41K
TypeSH
Market value$7.83M
3.95%
Sole
35.41K
Shared
0.00
None
0.00
KINROSS GOLD CORP
SOLEShares471.20K
TypeSH
Market value$5.94M
3.00%
Sole
471.20K
Shared
0.00
None
0.00
UNITED STATES STL CORP NEW
SOLEShares132.20K
TypeSH
Market value$5.59M
2.82%
Sole
132.20K
Shared
0.00
None
0.00
MAC COPPER LIMITED
SOLEShares435.40K
TypeSH
Market value$4.15M
2.10%
Sole
435.40K
Shared
0.00
None
0.00
BARRICK GOLD CORP
SOLEShares190.41K
TypeSH
Market value$3.70M
1.87%
Sole
190.41K
Shared
0.00
None
0.00
NACCO INDS INC
SOLEShares86.28K
TypeSH
Market value$2.91M
1.47%
Sole
86.28K
Shared
0.00
None
0.00
HUDBAY MINERALS INC
SOLEShares353.31K
TypeSH
Market value$2.68M
1.35%
Sole
353.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HILTON GRAND VACATIONS INCSOLE | COM | 1.10M | SH | $41.06M 20.75% | 1.10M | 0.00 | 0.00 |
WARRIOR MET COAL INCSOLE | COM | 417.17K | SH | $19.91M 10.06% | 417.17K | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 637.04K | SH | $19.62M 9.91% | 637.04K | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 479.36K | SH | $19.56M 9.88% | 479.36K | 0.00 | 0.00 |
ALAMOS GOLD INC NEWSOLE | COM CL A | 497.25K | SH | $13.30M 6.72% | 497.25K | 0.00 | 0.00 |
IAMGOLD CORPSOLE | COM | 2.08M | SH | $13.00M 6.57% | 2.08M | 0.00 | 0.00 |
BLACK STONE MINERALS L PSOLE | COM UNIT | 760.88K | SH | $11.62M 5.87% | 760.88K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 82.90K | SH | $9.23M 4.66% | 82.90K | 0.00 | 0.00 |
MAXCYTE INCSOLE | COM | 3.33M | SH | $9.09M 4.59% | 3.33M | 0.00 | 0.00 |
ELDORADO GOLD CORP NEWSOLE | COM | 519.40K | SH | $8.74M 4.41% | 519.40K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 35.41K | SH | $7.83M 3.95% | 35.41K | 0.00 | 0.00 |
KINROSS GOLD CORPSOLE | COM | 471.20K | SH | $5.94M 3.00% | 471.20K | 0.00 | 0.00 |
UNITED STATES STL CORP NEWSOLE | COM | 132.20K | SH | $5.59M 2.82% | 132.20K | 0.00 | 0.00 |
MAC COPPER LIMITEDSOLE | ORD SHS | 435.40K | SH | $4.15M 2.10% | 435.40K | 0.00 | 0.00 |
BARRICK GOLD CORPSOLE | COM | 190.41K | SH | $3.70M 1.87% | 190.41K | 0.00 | 0.00 |
NACCO INDS INCSOLE | CL A | 86.28K | SH | $2.91M 1.47% | 86.28K | 0.00 | 0.00 |
HUDBAY MINERALS INCSOLE | COM | 353.31K | SH | $2.68M 1.35% | 353.31K | 0.00 | 0.00 |