Filed: 2/13/2026ACC: 0001172661-26-000800
📋 What this filing means
MUDITA ADVISORS LLP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $462.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$462.72M
Total AUM (reported)
22.39M
Total Shares
Allocation by class
COM$401.89M86.9%
COM CL A$12.19M2.6%
COM NEW$11.07M2.4%
COM UNIT$10.11M2.2%
COMMON SHARES$8.48M1.8%
SHS$7.73M1.7%
COM SHS$6.71M1.5%
Portfolio Concentration
Top 3$214.90M46.4%
4–10$167.44M36.2%
11–25$80.39M17.4%
Top 3 weight
46.4%
Top 10 weight
82.6%
Voting Authority Distribution
Total shares with voting rights: 22.39M
Sole
Full voting authority
22.39M
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)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
HILTON GRAND VACATIONS INC
SOLEShares2.61M
TypeSH
Market value$116.66M
25.21%
Sole
2.61M
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares699.70K
TypeSH
Market value$50.99M
11.02%
Sole
699.70K
Shared
0.00
None
0.00
WARRIOR MET COAL INC
SOLEShares535.76K
TypeSH
Market value$47.24M
10.21%
Sole
535.76K
Shared
0.00
None
0.00
IAMGOLD CORP
SOLEShares2.38M
TypeSH
Market value$39.18M
8.47%
Sole
2.38M
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares860.94K
TypeSH
Market value$31.42M
6.79%
Sole
860.94K
Shared
0.00
None
0.00
TASEKO MINES LTD
SOLEShares4.39M
TypeSH
Market value$24.84M
5.37%
Sole
4.39M
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares637.04K
TypeSH
Market value$21.56M
4.66%
Sole
637.04K
Shared
0.00
None
0.00
ORLA MNG LTD NEW
SOLEShares1.44M
TypeSH
Market value$19.39M
4.19%
Sole
1.44M
Shared
0.00
None
0.00
HUDBAY MINERALS INC
SOLEShares924.19K
TypeSH
Market value$18.35M
3.96%
Sole
924.19K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares115.10K
TypeSH
Market value$12.70M
2.75%
Sole
115.10K
Shared
0.00
None
0.00
ALAMOS GOLD INC NEW
SOLEShares315.94K
TypeSH
Market value$12.19M
2.63%
Sole
315.94K
Shared
0.00
None
0.00
ALLIED GOLD CORP
SOLEShares483.23K
TypeSH
Market value$11.07M
2.39%
Sole
483.23K
Shared
0.00
None
0.00
BLACK STONE MINERALS L P
SOLEShares760.88K
TypeSH
Market value$10.11M
2.19%
Sole
760.88K
Shared
0.00
None
0.00
GOLD ROYALTY CORP
SOLEShares2.10M
TypeSH
Market value$8.48M
1.83%
Sole
2.10M
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares221K
TypeSH
Market value$7.96M
1.72%
Sole
221K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares35.88K
TypeSH
Market value$7.73M
1.67%
Sole
35.88K
Shared
0.00
None
0.00
BARRICK MNG CORP
SOLEShares154.10K
TypeSH
Market value$6.71M
1.45%
Sole
154.10K
Shared
0.00
None
0.00
MAXCYTE INC
SOLEShares3.37M
TypeSH
Market value$5.22M
1.13%
Sole
3.37M
Shared
0.00
None
0.00
KINROSS GOLD CORP
SOLEShares174.34K
TypeSH
Market value$4.91M
1.06%
Sole
174.34K
Shared
0.00
None
0.00
NACCO INDS INC
SOLEShares92.52K
TypeSH
Market value$4.54M
0.98%
Sole
92.52K
Shared
0.00
None
0.00
VERSABANK NEW
SOLEShares97.59K
TypeSH
Market value$1.46M
0.32%
Sole
97.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HILTON GRAND VACATIONS INCSOLE | COM | 2.61M | SH | $116.66M 25.21% | 2.61M | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 699.70K | SH | $50.99M 11.02% | 699.70K | 0.00 | 0.00 |
WARRIOR MET COAL INCSOLE | COM | 535.76K | SH | $47.24M 10.21% | 535.76K | 0.00 | 0.00 |
IAMGOLD CORPSOLE | COM | 2.38M | SH | $39.18M 8.47% | 2.38M | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 860.94K | SH | $31.42M 6.79% | 860.94K | 0.00 | 0.00 |
TASEKO MINES LTDSOLE | COM | 4.39M | SH | $24.84M 5.37% | 4.39M | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 637.04K | SH | $21.56M 4.66% | 637.04K | 0.00 | 0.00 |
ORLA MNG LTD NEWSOLE | COM | 1.44M | SH | $19.39M 4.19% | 1.44M | 0.00 | 0.00 |
HUDBAY MINERALS INCSOLE | COM | 924.19K | SH | $18.35M 3.96% | 924.19K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 115.10K | SH | $12.70M 2.75% | 115.10K | 0.00 | 0.00 |
ALAMOS GOLD INC NEWSOLE | COM CL A | 315.94K | SH | $12.19M 2.63% | 315.94K | 0.00 | 0.00 |
ALLIED GOLD CORPSOLE | COM NEW | 483.23K | SH | $11.07M 2.39% | 483.23K | 0.00 | 0.00 |
BLACK STONE MINERALS L PSOLE | COM UNIT | 760.88K | SH | $10.11M 2.19% | 760.88K | 0.00 | 0.00 |
GOLD ROYALTY CORPSOLE | COMMON SHARES | 2.10M | SH | $8.48M 1.83% | 2.10M | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 221K | SH | $7.96M 1.72% | 221K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 35.88K | SH | $7.73M 1.67% | 35.88K | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 154.10K | SH | $6.71M 1.45% | 154.10K | 0.00 | 0.00 |
MAXCYTE INCSOLE | COM | 3.37M | SH | $5.22M 1.13% | 3.37M | 0.00 | 0.00 |
KINROSS GOLD CORPSOLE | COM | 174.34K | SH | $4.91M 1.06% | 174.34K | 0.00 | 0.00 |
NACCO INDS INCSOLE | CL A | 92.52K | SH | $4.54M 0.98% | 92.52K | 0.00 | 0.00 |
VERSABANK NEWSOLE | COM | 97.59K | SH | $1.46M 0.32% | 97.59K | 0.00 | 0.00 |