Mudita Advisors LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ORLA MNG LTD NEW(ORLA) | 0 | 1,400,000 | +1,400,000 | 0 | 15,118,732 | 4.37% | +15,118,732 |
| IAMGOLD CORP(IAG) | 2,681,600 | 2,681,000 | -600 | 19,719,306 | 34,659,544 | 10.02% | +14,940,238 |
| MGM RESORTS INTERNATIONAL(MGM) | 303,838 | 628,338 | +324,500 | 10,448,989 | 21,778,194 | 6.30% | +11,329,205 |
| WARRIOR MET COAL INC(HCC) | 558,565 | 562,665 | +4,100 | 25,599,034 | 35,808,001 | 10.36% | +10,208,967 |
| HILTON GRAND VACATIONS INC(HGV) | 2,143,860 | 2,333,146 | +189,286 | 89,034,506 | 97,548,835 | 28.21% | +8,514,329 |
| TASEKO MINES LTD(TGB) | 1,589,701 | 2,788,401 | +1,198,700 | 5,007,558 | 11,794,936 | 3.41% | +6,787,378 |
| ESTABLISHMENT LABS HLDGS INC(ESTA) | 600,664 | 686,764 | +86,100 | 25,654,359 | 28,150,457 | 8.14% | +2,496,098 |
| ALLIED GOLD CORP(AAUC) | 233,334 | 300,234 | +66,900 | 3,131,425 | 5,247,540 | 1.52% | +2,116,115 |
| CANADIAN NAT RES LTD(CNQ) | 637,044 | 637,044 | 0 | 20,003,182 | 20,359,927 | 5.89% | +356,745 |
| BLACK STONE MINERALS L P(BSM) | 760,877 | 760,877 | 0 | 9,952,271 | 9,997,924 | 2.89% | +45,653 |
| MAC COPPER LIMITED | 183,668 | 183,668 | 0 | 2,220,546 | 2,242,587 | 0.65% | +22,041 |
| NACCO INDS INC | 92,520 | 92,520 | 0 | 4,099,561 | 3,900,643 | 1.13% | -198,918 |
| HUDBAY MINERALS INC(HBM) | 1,357,105 | 924,505 | -432,600 | 14,398,609 | 14,013,550 | 4.05% | -385,059 |
| FLUTTER ENTMT PLC(FLUT) | 36,809 | 38,536 | +1,727 | 10,500,795 | 9,832,145 | 2.84% | -668,650 |
| EXPAND ENERGY CORPORATION(EXE) | 110,300 | 115,100 | +4,800 | 12,898,482 | 12,228,224 | 3.54% | -670,258 |
| DARLING INGREDIENTS INC(DAR) | 111,800 | 111,800 | 0 | 4,241,692 | 3,451,266 | 1.00% | -790,426 |
| MAXCYTE INC | 3,370,689 | 3,370,689 | 0 | 7,348,102 | 5,325,688 | 1.54% | -2,022,414 |
| ALAMOS GOLD INC NEW | 477,804 | 287,104 | -190,700 | 12,690,474 | 10,008,445 | 2.89% | -2,682,029 |
| KINROSS GOLD CORP(KGC) | 496,800 | 174,335 | -322,465 | 7,764,984 | 4,332,225 | 1.25% | -3,432,759 |
| ELDORADO GOLD CORP NEW(EGO) | 658,500 | 0 | -658,500 | 13,393,890 | 0 | — | -13,393,890 |