MUDITA ADVISORS LLP

PrivateCIK: 1907809
Location

LONDON, X0

24
Positions
$481.05M
Total AUM (reported)
18.71M
Total Shares

Allocation by class

TOTAL AUM$481.05M24 positions
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 352.9%4–1029.7%11–2517.4%TOP 1082.6%0%100%
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

SOLE
COM
Shares2.81M
TypeSH
Market value$147.09M
30.58%
Sole
2.81M
Shared
0.00
None
0.00

ESTABLISHMENT LABS HLDGS INC

SOLE
COM
Shares723.06K
TypeSH
Market value$62.05M
12.90%
Sole
723.06K
Shared
0.00
None
0.00

MGM RESORTS INTERNATIONAL

SOLE
COM
Shares945.94K
TypeSH
Market value$45.23M
9.40%
Sole
945.94K
Shared
0.00
None
0.00

IAMGOLD CORP

SOLE
COM
Shares2.38M
TypeSH
Market value$37.65M
7.83%
Sole
2.38M
Shared
0.00
None
0.00

DARLING INGREDIENTS INC

SOLE
COM
Shares424.84K
TypeSH
Market value$23.20M
4.82%
Sole
424.84K
Shared
0.00
None
0.00

CANADIAN NAT RES LTD MED TER

SOLE
COM
Shares532.37K
TypeSH
Market value$21.03M
4.37%
Sole
532.37K
Shared
0.00
None
0.00

APPIAN CORP

SOLE
CL A
Shares839.40K
TypeSH
Market value$19.22M
4.00%
Sole
839.40K
Shared
0.00
None
0.00

TREKOR METALS LTD

SOLE
COM
Shares2.05M
TypeSH
Market value$14.13M
2.94%
Sole
2.05M
Shared
0.00
None
0.00

WARRIOR MET COAL INC

SOLE
COM
Shares174K
TypeSH
Market value$14.12M
2.94%
Sole
174K
Shared
0.00
None
0.00

ALAMOS GOLD INC

SOLE
COM CL A
Shares449.20K
TypeSH
Market value$13.63M
2.83%
Sole
449.20K
Shared
0.00
None
0.00

CORE NATURAL RESOURCES INC

SOLE
COM SHS
Shares169.40K
TypeSH
Market value$13.56M
2.82%
Sole
169.40K
Shared
0.00
None
0.00

FLUTTER ENTMT PLC

SOLE
SHS
Shares121.98K
TypeSH
Market value$12.45M
2.59%
Sole
121.98K
Shared
0.00
None
0.00

BLACK STONE MINERALS L P

SOLE
COM UNIT
Shares760.88K
TypeSH
Market value$10.63M
2.21%
Sole
760.88K
Shared
0.00
None
0.00

ORLA MNG LTD NEW

SOLE
COM
Shares790.32K
TypeSH
Market value$7.74M
1.61%
Sole
790.32K
Shared
0.00
None
0.00

HUDBAY MINERALS INC

SOLE
COM
Shares317.39K
TypeSH
Market value$7.49M
1.56%
Sole
317.39K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares14K
TypeSH
Market value$5.70M
1.19%
Sole
14K
Shared
0.00
None
0.00

VERSABANK NEW

SOLE
COM
Shares202.93K
TypeSH
Market value$4.71M
0.98%
Sole
202.93K
Shared
0.00
None
0.00

NACCO INDS INC

SOLE
CL A
Shares92.52K
TypeSH
Market value$4.63M
0.96%
Sole
92.52K
Shared
0.00
None
0.00

MAXCYTE INC

SOLE
COM
Shares3.37M
TypeSH
Market value$4.15M
0.86%
Sole
3.37M
Shared
0.00
None
0.00

KINROSS GOLD CORP

SOLE
COM
Shares174.34K
TypeSH
Market value$4.12M
0.86%
Sole
174.34K
Shared
0.00
None
0.00

ADVANSIX INC

SOLE
COM
Shares170.49K
TypeSH
Market value$3.39M
0.70%
Sole
170.49K
Shared
0.00
None
0.00

OSISKO DEVELOPMENT CORP

SOLE
COM NEW
Shares1.10M
TypeSH
Market value$2.71M
0.56%
Sole
1.10M
Shared
0.00
None
0.00

ALLIED GOLD CORP

SOLE
COM NEW
Shares85.23K
TypeSH
Market value$2.03M
0.42%
Sole
85.23K
Shared
0.00
None
0.00

BARRICK MNG CORP

SOLE
COM SHS
Shares11.20K
TypeSH
Market value$411.4K
0.09%
Sole
11.20K
Shared
0.00
None
0.00