Holdings of Mudita Advisors LLP
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 14 in 2 countries
- Top ten
- 94.5 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Hilton Grand Vacations Inc | 2,778,706 | 108.7M $ | |
| 2 | MGM Resorts International | 945,938 | 35M $ | |
| 3 | Darling Ingredients Inc | 424,841 | 26.3M $ | |
| 4 | Appian Corp | 839,400 | 20.2M $ | |
| 5 | Warrior Met Coal Inc | 174,000 | 16.2M $ | |
| 6 | Core Natural Resources Inc | 144,400 | 15.1M $ | |
| 7 | Expand Energy Corp | 123,700 | 13.6M $ | |
| 8 | Black Stone Minerals LP | 760,877 | 11.5M $ | |
| 9 | Sasol Ltd | 607,325 | 7.9M $ | |
| 10 | Zoom Communications Inc | 78,800 | 6.3M $ | |
| 11 | S&P Global Inc | 14,000 | 6M $ | |
| 12 | NACCO Industries Inc | 92,520 | 4.8M $ | |
| 13 | MaxCyte Inc | 3,370,689 | 2.4M $ | |
| 14 | AdvanSix Inc | 82,807 | 2M $ |
Sector breakdown
- Energy 4.9 %
- Financials 2.2 %
- Unattributed 92.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 97.1 %
- South Africa 2.9 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 13 | 268.1M $ | 97.15 % |
| 2 | South Africa | 1 | 7.9M $ | 2.85 % |
Cite this page
Titelia. "Holdings of Mudita Advisors LLP". https://titelia.com/en/funds/US13F1907809