Kevin Mandy

Mudita Advisors Llp

Assets Managed

$490.065M

Holdings

Last Quarter

2026 - Q1

Filed Date

2d ago

Growth Rate

5.91%(2Q avg: 19.87%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mudita Advisors Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Mudita Advisors Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 490.065M in assets, with a quarterly growth rate of 5.91% and a 2-quarter average growth rate of 19.87%. The portfolio is managed by Kevin Mandy, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
HGV Hilton Grand Vacations Inc Recent Activity Increased 6.59%	22.19%	$108.703M 2.779M shares@ $39.13 avg price	Increased 6.59%
IAG Iamgold Corp Recent Activity	9.12%	$44.69M 2.375M shares@ $18.82 avg price
ESTA Establishment Labs Holdings Recent Activity Increased 9.27%	8.86%	$43.412M 764,563 shares@ $56.79 avg price	Increased 9.27%
MGM Mgm Resorts International Recent Activity Increased 9.88%	7.15%	$35.009M 945,938 shares@ $37.02 avg price	Increased 9.88%
DAR Darling Ingredients Inc Recent Activity Increased 92.24%	5.37%	$26.276M 424,841 shares@ $61.85 avg price	Increased 92.24%
CNQ Canadian Natural Resources Recent Activity Decreased -16.43%	5.3%	$25.942M 532,366 shares@ $48.73 avg price	Decreased -16.43%
ORLA Orla Mining Ltd Recent Activity Decreased -8.5%	4.34%	$21.248M 1.318M shares@ $16.13 avg price	Decreased -8.5%
APPN Appian Corp-a Recent Activity New Position	4.13%	$20.238M 839,400 shares@ $24.12 avg price	New Position
AGI Alamos Gold Inc-class A Recent Activity Increased 42.18%	4.08%	$19.958M 449,204 shares@ $44.43 avg price	Increased 42.18%
HCC Warrior Met Coal Inc Recent Activity Decreased -67.52%	3.31%	$16.208M 174,000 shares@ $93.15 avg price	Decreased -67.52%

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