Mudita Advisors LLP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $326 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hilton Grand Vacations Inc. with a value of $97.5M, Warrior Met Coal, Inc. with a value of $35.8M, Iamgold Corp with a value of $34.7M, Establishment Labs Holdings Inc. with a value of $28.2M, and Mgm Resorts International with a value of $21.8M.

Examining the 13F form we can see an increase of $47.4M in the current position value, from $279M to 326M.

Mudita Advisors LLP is based out at London, X0

Below you can find more details about Mudita Advisors LLP portfolio as well as his latest detailed transactions.

Portfolio value $326 Million
Basic Materials: $126 Million
Consumer Cyclical: $119 Million
Energy: $44.2 Million
Healthcare: $33.5 Million
Consumer Defensive: $3.45 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $326 Million
  • Prior Value $279 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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