Mudita Advisors LLP Portfolio Holdings

Mudita Advisors LLP

  • $279 Million
  • Q2 2025

Mudita Advisors LLP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $279 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 $89M, Establishment Labs Holdings Inc. with a value of $25.7M, Warrior Met Coal, Inc. with a value of $25.6M, Canadian Natural Resources LTD with a value of $20M, and Iamgold Corp with a value of $19.7M.

Examining the 13F form we can see an increase of $95M in the current position value, from $184M to 279M.

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 $279 Million
Consumer Cyclical: $99.5 Million
Basic Materials: $98.6 Million
Energy: $43.5 Million
Healthcare: $33 Million
Consumer Defensive: $4.24 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.29B
$89 Million 31.94% of portfolio
2,143,860
Q2 2025 Added 95.31%
$3.3B
$25.6 Million 9.18% of portfolio
558,565
Q2 2025 Added 33.9%
$3.86B
$19.7 Million 7.07% of portfolio
2,681,600
Q2 2025 Added 28.84%
$2.58B
$14.4 Million 5.16% of portfolio
1,357,105
Q2 2025 Added 284.12%
$4.15B
$13.4 Million 4.8% of portfolio
658,500
Q2 2025 Added 26.78%
$2.59B
$9.95 Million 3.57% of portfolio
760,877
Q4 2023 Reduced 3.33%
$4.99B
$4.24 Million 1.52% of portfolio
111,800
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $279 Million
  • Prior Value $184 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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