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MUDITA ADVISORS LLP 13F Portfolio
MUDITA ADVISORS LLP
Latest SEC 13F filing: 2026-06-30
MUDITA ADVISORS LLP runs MUDITA ADVISORS LLP and currently holds 24 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $481.05M. Their top holdings are HGV, ESTA, MGM, IAG, DAR. The top five represent 65.5% of reported portfolio weight. MUDITA ADVISORS LLP ranks #360 out of 1000 investors tracked by Alpha Score. They added to 4 existing positions. They trimmed 2 positions. Their current best-performing preview position is ESTA with returns of +51.13%.
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Top 5 Holdings
HGV30.6%
ESTA12.9%
MGM9.4%
IAG7.8%
DAR4.8%
Top 5: 65.5%
Portfolio Returns
1 Year
+46.03%
#187/10003 Year
+69.20%
#523/10005 Year
+90.34%
#340/1000Portfolio Value
$481.05M
Alpha Score
66.8
#360 of 1000
Holdings
24
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MUDITA ADVISORS LLP Current 13F Holdings
Reported holdings from MUDITA ADVISORS LLP's latest SEC 13F filing, ranked by portfolio weight.
24 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 HGV HILTON GRAND VACATIONS INC | 30.58% | $42.63 | $34.54 | -18.98% | Added +1.08% |
 ESTA ESTABLISHMENT LABS HLDGS INC | 12.90% | $46.51 | $61.67 | +32.60% | Trimmed -5.43% |
 MGM MGM RESORTS INTERNATIONAL | 9.40% | $35.23 | $29.27 | -16.92% | Held |
 IAG IAMGOLD CORP | 7.83% | $5.45 | $18.82 | +245.30% | Held |
 DAR DARLING INGREDIENTS INC | 4.82% | $48.91 | $60.27 | +23.23% | Held |
 CNQ CANADIAN NAT RES LTD MED TER | 4.37% | $24.20 | $49.65 | +105.14% | Held |
 APPN APPIAN CORP | 4.00% | $24.11 | $40.10 | +66.32% | Held |
 HCC WARRIOR MET COAL INC | 2.94% | $52.04 | $93.09 | +78.88% | Held |
 AGI ALAMOS GOLD INC | 2.83% | $22.64 | $32.91 | +45.34% | Held |
 CNR CORE NATURAL RESOURCES INC | 2.82% | $101.08 | $88.38 | -12.56% | Added +17.31% |
Showing 1-10 of 24