Fund HoldingsMudita Advisors LLP

Total Portfolio Value
$462.72M
Total Bought
$98.08M
Total Sold
$24.62M
Net Transaction
+$73.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ESTABLISHMENT LABS HLDGS INC(ESTA)686,764699,703+12,93928,15050,99411.02%+22,844
HILTON GRAND VACATIONS INC(HGV)2,333,1462,607,012+273,86697,549116,66425.21%+19,115
TASEKO MINES LTD(TGB)2,788,4014,388,401+1,600,00011,79524,8385.37%+13,043
WARRIOR MET COAL INC(HCC)562,665535,765-26,90035,80847,23810.21%+11,430
MGM RESORTS INTERNATIONAL(MGM)628,338860,938+232,60021,77831,4166.79%+9,637
GOLD ROYALTY CORP02,100,000+2,100,00008,4841.83%+8,484
BARRICK MNG CORP(B)0154,100+154,10006,7111.45%+6,711
ALLIED GOLD CORP(AAUC)300,234483,234+183,0005,24811,0722.39%+5,825
IAMGOLD CORP(IAG)2,681,0002,375,300-305,70034,66039,1778.47%+4,518
DARLING INGREDIENTS INC(DAR)111,800221,000+109,2003,4517,9561.72%+4,505
HUDBAY MINERALS INC(HBM)924,505924,189-31614,01418,3463.96%+4,332
ORLA MNG LTD NEW(ORLA)1,400,0001,440,000+40,00015,11919,3954.19%+4,276
ALAMOS GOLD INC NEW287,104315,943+28,83910,00812,1892.63%+2,181
VERSABANK NEW097,591+97,59101,4620.32%+1,462
CANADIAN NAT RES LTD(CNQ)637,044637,044020,36021,5644.66%+1,204
NACCO INDS INC92,52092,52003,9014,5370.98%+637
KINROSS GOLD CORP(KGC)174,335174,33504,3324,9091.06%+577
EXPAND ENERGY CORPORATION(EXE)115,100115,100012,22812,7022.75%+474
BLACK STONE MINERALS L P(BSM)760,877760,87709,99810,1122.19%+114
MAXCYTE INC3,370,6893,370,68905,3265,2251.13%-101
FLUTTER ENTMT PLC(FLUT)38,53635,876-2,6609,8327,7321.67%-2,100
MAC COPPER LIMITED183,6680-183,6682,2430-2,243
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