Mudita Advisors LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPIAN CORP(APPN) | 0 | 839,400 | +839,400 | 0 | 20,237,935 | 4.13% | +20,237,935 |
| DARLING INGREDIENTS INC(DAR) | 221,000 | 424,841 | +203,841 | 7,956,000 | 26,276,415 | 5.36% | +18,320,415 |
| CORE NATURAL RESOURCES INC(CNR) | 0 | 144,400 | +144,400 | 0 | 15,123,012 | 3.09% | +15,123,012 |
| BUNGE GLOBAL SA(BG) | 0 | 77,200 | +77,200 | 0 | 9,819,840 | 2.00% | +9,819,840 |
| SASOL LTD(SSL) | 0 | 607,325 | +607,325 | 0 | 7,870,931 | 1.61% | +7,870,931 |
| ALAMOS GOLD INC | 315,943 | 449,204 | +133,261 | 12,189,081 | 19,958,133 | 4.07% | +7,769,052 |
| ZOOM COMMUNICATIONS INC(ZM) | 0 | 78,800 | +78,800 | 0 | 6,334,732 | 1.29% | +6,334,732 |
| S&P GLOBAL INC(SPGI) | 0 | 14,000 | +14,000 | 0 | 5,954,760 | 1.22% | +5,954,760 |
| IAMGOLD CORP(IAG) | 2,375,300 | 2,375,300 | 0 | 39,177,059 | 44,690,120 | 9.12% | +5,513,061 |
| CANADIAN NAT RES LTD MED TER(CNQ) | 637,044 | 532,366 | -104,678 | 21,563,939 | 25,942,195 | 5.29% | +4,378,256 |
| FLUTTER ENTMT PLC(FLUT) | 35,876 | 116,976 | +81,100 | 7,732,043 | 11,926,016 | 2.43% | +4,193,973 |
| MGM RESORTS INTERNATIONAL(MGM) | 860,938 | 945,938 | +85,000 | 31,415,628 | 35,009,166 | 7.14% | +3,593,538 |
| OSISKO DEVELOPMENT CORP | 0 | 1,100,000 | +1,100,000 | 0 | 3,575,000 | 0.73% | +3,575,000 |
| ADVANSIX INC | 0 | 82,807 | +82,807 | 0 | 2,020,491 | 0.41% | +2,020,491 |
| ORLA MNG LTD NEW(ORLA) | 1,440,000 | 1,317,600 | -122,400 | 19,394,724 | 21,247,644 | 4.34% | +1,852,920 |
| VERSABANK NEW | 97,591 | 202,925 | +105,334 | 1,461,912 | 2,875,447 | 0.59% | +1,413,535 |
| BLACK STONE MINERALS L P(BSM) | 760,877 | 760,877 | 0 | 10,112,055 | 11,504,460 | 2.35% | +1,392,405 |
| EXPAND ENERGY CORPORATION(EXE) | 115,100 | 123,700 | +8,600 | 12,702,436 | 13,579,786 | 2.77% | +877,350 |
| KINROSS GOLD CORP(KGC) | 174,335 | 174,335 | 0 | 4,909,273 | 5,320,704 | 1.09% | +411,431 |
| NACCO INDS INC | 92,520 | 92,520 | 0 | 4,537,181 | 4,808,265 | 0.98% | +271,084 |
| MAXCYTE INC | 3,370,689 | 3,370,689 | 0 | 5,224,569 | 2,367,909 | 0.48% | -2,856,660 |
| ALLIED GOLD CORP(AAUC) | 483,234 | 160,234 | -323,000 | 11,072,447 | 4,965,783 | 1.01% | -6,106,664 |
| BARRICK MNG CORP(B) | 154,100 | 11,200 | -142,900 | 6,711,054 | 456,848 | 0.09% | -6,254,206 |
| ESTABLISHMENT LABS HLDGS INC(ESTA) | 699,703 | 764,563 | +64,860 | 50,994,355 | 43,411,888 | 8.86% | -7,582,467 |
| HILTON GRAND VACATIONS INC(HGV) | 2,607,012 | 2,778,706 | +171,694 | 116,663,788 | 108,702,979 | 22.18% | -7,960,809 |
| GOLD ROYALTY CORP | 2,100,000 | 0 | -2,100,000 | 8,484,000 | 0 | — | -8,484,000 |
| TASEKO MINES LTD(TGB) | 4,388,401 | 2,053,209 | -2,335,192 | 24,838,349 | 13,243,199 | 2.70% | -11,595,150 |
| HUDBAY MINERALS INC(HBM) | 924,189 | 317,389 | -606,800 | 18,345,767 | 6,633,729 | 1.35% | -11,712,038 |
| WARRIOR MET COAL INC(HCC) | 535,765 | 174,000 | -361,765 | 47,238,400 | 16,208,099 | 3.31% | -31,030,301 |