Mudita Advisors LLP: 13F holdings
CIK 19078092026Q2
| Positions | 24 |
|---|
| Reported value | $481.0m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 24 (-4 vs prior quarter) |
|---|
| Reported value | $481.0m (-1.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HGV HILTON GRAND VACATIONS INC | 2,808,706 | $147.1m | 30.6% |
| ESTABLISHMENT LABS HLDGS INC | 723,063 | $62.0m | 12.9% |
| MGM MGM RESORTS INTERNATIONAL | 945,938 | $45.2m | 9.4% |
| IAG IAMGOLD CORP | 2,375,300 | $37.6m | 7.8% |
| DAR DARLING INGREDIENTS INC | 424,841 | $23.2m | 4.8% |
| CNQ CANADIAN NAT RES LTD MED TER | 532,366 | $21.0m | 4.4% |
| APPN APPIAN CORP | 839,400 | $19.2m | 4.0% |
| TREKOR METALS LTD | 2,053,209 | $14.1m | 2.9% |
| HCC WARRIOR MET COAL INC | 174,000 | $14.1m | 2.9% |
| AGI ALAMOS GOLD INC | 449,204 | $13.6m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1907809")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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