Mudita Advisors LLP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Mudita Advisors LLP reported 18 stock positions worth $195.3 million. Its top holding was Hilton Grand Vacations (HGV) at 18.8% of the portfolio, followed by Apollo Global Management (APO, 15.2%) and Warrior Met Coal (HCC, 12.2%). Compared with Q1 2024, it opened 3 new positions, sold out of 1, added to 7 and reduced 2. The biggest buy was a new position in Iamgold (IAG) and the biggest sale Canadian Natural Resources (CNQ, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001907809
- Portfolio Value
- $195.3M (Q2 2024)
- SEC Filing
- 0001172661-24-003309 ↗ filed Aug 13, 2024
Holdings Value
Holdings 18 stocks · $195.3M
| HGV Hilton Grand Vacations Inc. | 18.78% | 906,965 | $36.7M | Add +38.4% |
| APO Apollo Global Management Inc. | 15.23% | 251,970 | $29.8M | Add +21.7% |
| HCC Warrior Met Coal Inc. | 12.21% | 379,770 | $23.8M | Add +24.8% |
| CNQ Canadian Natural Resources | 9.28% | 508,944 | $18.1M | Reduce -15.7% |
| ESTA Establishment Labs Holdings | 6.94% | 298,101 | $13.5M | Add +61.8% |
| BSM Black Stone Minerals LP | 6.11% | 760,877 | $11.9M | No change |
| MXCT Maxcyte Inc. | 5.99% | 2,986,340 | $11.7M | Add +31.3% |
| B Barrick Gold Corp. | 3.94% | 461,305 | $7.7M | No change |
| CRL Charles River Laboratories | 3.66% | 34,600 | $7.1M | Add +44.2% |
| IAG Iamgold Corp. | 3.46% | 1,800,000 | $6.8M | New |
| AGI Alamos Gold Inc. Class A | 2.89% | 359,490 | $5.6M | No change |
| SHC Sotera Health Co. | 2.35% | 386,329 | $4.6M | No change |
| MAC COPPER LTD filed as METALS ACQUISITION LIMITED | 2.21% | 314,800 | $4.3M | New |
| MOS The Mosaic Co. | 2.11% | 142,812 | $4.1M | Reduce -34.4% |
| NGD New Gold Inc. | 1.90% | 1,904,494 | $3.7M | No change |
| VALE Vale SA-SP ADR | 1.34% | 234,100 | $2.6M | No change |
| HBM Hudbay Minerals Inc. | 0.94% | 203,305 | $1.8M | Add +41.9% |
| FLUT Flutter Entertainment PLC-Di | 0.68% | 7,209 | $1.3M | New |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| IAG Iamgold Corp. | New | 3.46% | +3.46 |
| MAC COPPER LTD | New | 2.21% | +2.21 |
| APO Apollo Global Management Inc. | Add +21.7% | 15.23% | +1.37 |
| ESTA Establishment Labs Holdings | Add +61.8% | 6.94% | +1.35 |
| HCC Warrior Met Coal Inc. | Add +24.8% | 12.21% | +1.21 |
| FLUT Flutter Entertainment PLC-Di | New | 0.68% | +0.68 |
| HGV Hilton Grand Vacations Inc. | Add +38.4% | 18.78% | +0.36 |
| HBM Hudbay Minerals Inc. | Add +41.9% | 0.94% | +0.34 |
| MXCT Maxcyte Inc. | Add +31.3% | 5.99% | +0.32 |
| CRL Charles River Laboratories | Add +44.2% | 3.66% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $481.0M | HGV, ESTA, MGM, IAG, DAR |
| Q1 2026 | 28 | $490.1M | HGV, IAG, ESTA, MGM, DAR |
| Q4 2025 | 21 | $462.7M | HGV, ESTA, HCC, IAG, MGM |
| Q3 2025 | 19 | $345.8M | HGV, HCC, IAG, ESTA, MGM |
| Q2 2025 | 19 | $298.1M | HGV, ESTA, HCC, CNQ, IAG |
| Q1 2025 | 17 | $197.9M | HGV, HCC, CNQ, ESTA, AGI |
| Q4 2024 | 18 | $178.1M | HGV, HCC, ESTA, CNQ, MXCT |
| Q3 2024 | 17 | $182.7M | HGV, HCC, APO, CNQ, ESTA |
| Q2 2024 | 18 | $195.3M | HGV, APO, HCC, CNQ, ESTA |
| Q1 2024 | 16 | $167.9M | HGV, APO, CNQ, HCC, BSM |