Filed: 8/13/2026ACC: 0001172661-26-003403
📋 What this filing means
MUDITA ADVISORS LLP filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $481.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$481.05M
Total AUM (reported)
18.71M
Total Shares
Allocation by class
COM$401.79M83.5%
CL A$23.85M5.0%
COM SHS$13.97M2.9%
COM CL A$13.63M2.8%
SHS$12.45M2.6%
COM UNIT$10.63M2.2%
COM NEW$4.73M1.0%
Portfolio Concentration
Top 3$254.36M52.9%
4–10$142.98M29.7%
11–25$83.70M17.4%
Top 3 weight
52.9%
Top 10 weight
82.6%
Voting Authority Distribution
Total shares with voting rights: 18.71M
Sole
Full voting authority
18.71M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
HILTON GRAND VACATIONS INC
SOLEShares2.81M
TypeSH
Market value$147.09M
30.58%
Sole
2.81M
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares723.06K
TypeSH
Market value$62.05M
12.90%
Sole
723.06K
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares945.94K
TypeSH
Market value$45.23M
9.40%
Sole
945.94K
Shared
0.00
None
0.00
IAMGOLD CORP
SOLEShares2.38M
TypeSH
Market value$37.65M
7.83%
Sole
2.38M
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares424.84K
TypeSH
Market value$23.20M
4.82%
Sole
424.84K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD MED TER
SOLEShares532.37K
TypeSH
Market value$21.03M
4.37%
Sole
532.37K
Shared
0.00
None
0.00
APPIAN CORP
SOLEShares839.40K
TypeSH
Market value$19.22M
4.00%
Sole
839.40K
Shared
0.00
None
0.00
TREKOR METALS LTD
SOLEShares2.05M
TypeSH
Market value$14.13M
2.94%
Sole
2.05M
Shared
0.00
None
0.00
WARRIOR MET COAL INC
SOLEShares174K
TypeSH
Market value$14.12M
2.94%
Sole
174K
Shared
0.00
None
0.00
ALAMOS GOLD INC
SOLEShares449.20K
TypeSH
Market value$13.63M
2.83%
Sole
449.20K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares169.40K
TypeSH
Market value$13.56M
2.82%
Sole
169.40K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares121.98K
TypeSH
Market value$12.45M
2.59%
Sole
121.98K
Shared
0.00
None
0.00
BLACK STONE MINERALS L P
SOLEShares760.88K
TypeSH
Market value$10.63M
2.21%
Sole
760.88K
Shared
0.00
None
0.00
ORLA MNG LTD NEW
SOLEShares790.32K
TypeSH
Market value$7.74M
1.61%
Sole
790.32K
Shared
0.00
None
0.00
HUDBAY MINERALS INC
SOLEShares317.39K
TypeSH
Market value$7.49M
1.56%
Sole
317.39K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares14K
TypeSH
Market value$5.70M
1.19%
Sole
14K
Shared
0.00
None
0.00
VERSABANK NEW
SOLEShares202.93K
TypeSH
Market value$4.71M
0.98%
Sole
202.93K
Shared
0.00
None
0.00
NACCO INDS INC
SOLEShares92.52K
TypeSH
Market value$4.63M
0.96%
Sole
92.52K
Shared
0.00
None
0.00
MAXCYTE INC
SOLEShares3.37M
TypeSH
Market value$4.15M
0.86%
Sole
3.37M
Shared
0.00
None
0.00
KINROSS GOLD CORP
SOLEShares174.34K
TypeSH
Market value$4.12M
0.86%
Sole
174.34K
Shared
0.00
None
0.00
ADVANSIX INC
SOLEShares170.49K
TypeSH
Market value$3.39M
0.70%
Sole
170.49K
Shared
0.00
None
0.00
OSISKO DEVELOPMENT CORP
SOLEShares1.10M
TypeSH
Market value$2.71M
0.56%
Sole
1.10M
Shared
0.00
None
0.00
ALLIED GOLD CORP
SOLEShares85.23K
TypeSH
Market value$2.03M
0.42%
Sole
85.23K
Shared
0.00
None
0.00
BARRICK MNG CORP
SOLEShares11.20K
TypeSH
Market value$411.4K
0.09%
Sole
11.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HILTON GRAND VACATIONS INCSOLE | COM | 2.81M | SH | $147.09M 30.58% | 2.81M | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 723.06K | SH | $62.05M 12.90% | 723.06K | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 945.94K | SH | $45.23M 9.40% | 945.94K | 0.00 | 0.00 |
IAMGOLD CORPSOLE | COM | 2.38M | SH | $37.65M 7.83% | 2.38M | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 424.84K | SH | $23.20M 4.82% | 424.84K | 0.00 | 0.00 |
CANADIAN NAT RES LTD MED TERSOLE | COM | 532.37K | SH | $21.03M 4.37% | 532.37K | 0.00 | 0.00 |
APPIAN CORPSOLE | CL A | 839.40K | SH | $19.22M 4.00% | 839.40K | 0.00 | 0.00 |
TREKOR METALS LTDSOLE | COM | 2.05M | SH | $14.13M 2.94% | 2.05M | 0.00 | 0.00 |
WARRIOR MET COAL INCSOLE | COM | 174K | SH | $14.12M 2.94% | 174K | 0.00 | 0.00 |
ALAMOS GOLD INCSOLE | COM CL A | 449.20K | SH | $13.63M 2.83% | 449.20K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 169.40K | SH | $13.56M 2.82% | 169.40K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 121.98K | SH | $12.45M 2.59% | 121.98K | 0.00 | 0.00 |
BLACK STONE MINERALS L PSOLE | COM UNIT | 760.88K | SH | $10.63M 2.21% | 760.88K | 0.00 | 0.00 |
ORLA MNG LTD NEWSOLE | COM | 790.32K | SH | $7.74M 1.61% | 790.32K | 0.00 | 0.00 |
HUDBAY MINERALS INCSOLE | COM | 317.39K | SH | $7.49M 1.56% | 317.39K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 14K | SH | $5.70M 1.19% | 14K | 0.00 | 0.00 |
VERSABANK NEWSOLE | COM | 202.93K | SH | $4.71M 0.98% | 202.93K | 0.00 | 0.00 |
NACCO INDS INCSOLE | CL A | 92.52K | SH | $4.63M 0.96% | 92.52K | 0.00 | 0.00 |
MAXCYTE INCSOLE | COM | 3.37M | SH | $4.15M 0.86% | 3.37M | 0.00 | 0.00 |
KINROSS GOLD CORPSOLE | COM | 174.34K | SH | $4.12M 0.86% | 174.34K | 0.00 | 0.00 |
ADVANSIX INCSOLE | COM | 170.49K | SH | $3.39M 0.70% | 170.49K | 0.00 | 0.00 |
OSISKO DEVELOPMENT CORPSOLE | COM NEW | 1.10M | SH | $2.71M 0.56% | 1.10M | 0.00 | 0.00 |
ALLIED GOLD CORPSOLE | COM NEW | 85.23K | SH | $2.03M 0.42% | 85.23K | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 11.20K | SH | $411.4K 0.09% | 11.20K | 0.00 | 0.00 |