Filed: 8/14/2025ACC: 0001172661-25-003390
📋 What this filing means
MUDITA ADVISORS LLP filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $298.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$298.11M
Total AUM (reported)
16.41M
Total Shares
Allocation by class
COM$255.51M85.7%
COM CL A$12.69M4.3%
SHS$10.50M3.5%
COM UNIT$9.95M3.3%
CL A$4.10M1.4%
COM NEW$3.13M1.1%
ORD SHS$2.22M0.7%
Portfolio Concentration
Top 3$140.29M47.1%
4–10$103.60M34.8%
11–25$54.22M18.2%
Top 3 weight
47.1%
Top 10 weight
81.8%
Voting Authority Distribution
Total shares with voting rights: 16.41M
Sole
Full voting authority
16.41M
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)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
HILTON GRAND VACATIONS INC
SOLEShares2.14M
TypeSH
Market value$89.03M
29.87%
Sole
2.14M
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares600.66K
TypeSH
Market value$25.65M
8.61%
Sole
600.66K
Shared
0.00
None
0.00
WARRIOR MET COAL INC
SOLEShares558.57K
TypeSH
Market value$25.60M
8.59%
Sole
558.57K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares637.04K
TypeSH
Market value$20.00M
6.71%
Sole
637.04K
Shared
0.00
None
0.00
IAMGOLD CORP
SOLEShares2.68M
TypeSH
Market value$19.72M
6.61%
Sole
2.68M
Shared
0.00
None
0.00
HUDBAY MINERALS INC
SOLEShares1.36M
TypeSH
Market value$14.40M
4.83%
Sole
1.36M
Shared
0.00
None
0.00
ELDORADO GOLD CORP NEW
SOLEShares658.50K
TypeSH
Market value$13.39M
4.49%
Sole
658.50K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares110.30K
TypeSH
Market value$12.90M
4.33%
Sole
110.30K
Shared
0.00
None
0.00
ALAMOS GOLD INC NEW
SOLEShares477.80K
TypeSH
Market value$12.69M
4.26%
Sole
477.80K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares36.81K
TypeSH
Market value$10.50M
3.52%
Sole
36.81K
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares303.84K
TypeSH
Market value$10.45M
3.51%
Sole
303.84K
Shared
0.00
None
0.00
BLACK STONE MINERALS L P
SOLEShares760.88K
TypeSH
Market value$9.95M
3.34%
Sole
760.88K
Shared
0.00
None
0.00
KINROSS GOLD CORP
SOLEShares496.80K
TypeSH
Market value$7.76M
2.60%
Sole
496.80K
Shared
0.00
None
0.00
MAXCYTE INC
SOLEShares3.37M
TypeSH
Market value$7.35M
2.46%
Sole
3.37M
Shared
0.00
None
0.00
TASEKO MINES LTD
SOLEShares1.59M
TypeSH
Market value$5.01M
1.68%
Sole
1.59M
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares111.80K
TypeSH
Market value$4.24M
1.42%
Sole
111.80K
Shared
0.00
None
0.00
NACCO INDS INC
SOLEShares92.52K
TypeSH
Market value$4.10M
1.38%
Sole
92.52K
Shared
0.00
None
0.00
ALLIED GOLD CORP
SOLEShares233.33K
TypeSH
Market value$3.13M
1.05%
Sole
233.33K
Shared
0.00
None
0.00
MAC COPPER LIMITED
SOLEShares183.67K
TypeSH
Market value$2.22M
0.74%
Sole
183.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HILTON GRAND VACATIONS INCSOLE | COM | 2.14M | SH | $89.03M 29.87% | 2.14M | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 600.66K | SH | $25.65M 8.61% | 600.66K | 0.00 | 0.00 |
WARRIOR MET COAL INCSOLE | COM | 558.57K | SH | $25.60M 8.59% | 558.57K | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 637.04K | SH | $20.00M 6.71% | 637.04K | 0.00 | 0.00 |
IAMGOLD CORPSOLE | COM | 2.68M | SH | $19.72M 6.61% | 2.68M | 0.00 | 0.00 |
HUDBAY MINERALS INCSOLE | COM | 1.36M | SH | $14.40M 4.83% | 1.36M | 0.00 | 0.00 |
ELDORADO GOLD CORP NEWSOLE | COM | 658.50K | SH | $13.39M 4.49% | 658.50K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 110.30K | SH | $12.90M 4.33% | 110.30K | 0.00 | 0.00 |
ALAMOS GOLD INC NEWSOLE | COM CL A | 477.80K | SH | $12.69M 4.26% | 477.80K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 36.81K | SH | $10.50M 3.52% | 36.81K | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 303.84K | SH | $10.45M 3.51% | 303.84K | 0.00 | 0.00 |
BLACK STONE MINERALS L PSOLE | COM UNIT | 760.88K | SH | $9.95M 3.34% | 760.88K | 0.00 | 0.00 |
KINROSS GOLD CORPSOLE | COM | 496.80K | SH | $7.76M 2.60% | 496.80K | 0.00 | 0.00 |
MAXCYTE INCSOLE | COM | 3.37M | SH | $7.35M 2.46% | 3.37M | 0.00 | 0.00 |
TASEKO MINES LTDSOLE | COM | 1.59M | SH | $5.01M 1.68% | 1.59M | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 111.80K | SH | $4.24M 1.42% | 111.80K | 0.00 | 0.00 |
NACCO INDS INCSOLE | CL A | 92.52K | SH | $4.10M 1.38% | 92.52K | 0.00 | 0.00 |
ALLIED GOLD CORPSOLE | COM NEW | 233.33K | SH | $3.13M 1.05% | 233.33K | 0.00 | 0.00 |
MAC COPPER LIMITEDSOLE | ORD SHS | 183.67K | SH | $2.22M 0.74% | 183.67K | 0.00 | 0.00 |