Mudita Advisors LLP
Annual return '25
+41.1%
SPY '25
+17.7%
Alpha
+23.4ptsvs SPY
Invested
$980.1M
Holdings
28
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HGV
HILTON GRAND VACATIONS INC
Q4 2025: Exited (was 2.33M shares)
23.8%
02
$IAG
IAMGOLD CORP
Q4 2025: Exited (was 2.68M shares)
9.8%
03
$MGM
MGM RESORTS INTERNATIONAL
Q4 2025: Exited (was 628.3k shares)
7.7%
04
$DAR
DARLING INGREDIENTS INC
Q4 2025: Exited (was 111.8k shares)
5.7%
05
$CNQ
CANADIAN NAT RES LTD MED TER
Q4 2025: Exited (was 637.0k shares)
5.7%
06
$ESTA
ESTABLISHMENT LABS HLDGS INC
Q4 2025: Exited (was 686.8k shares)
4.7%
07
$ORLA
ORLA MNG LTD NEW
Q4 2025: Exited (was 1.40M shares)
4.6%
08
$APPN
APPIAN CORP
Held since at least Q1 2024
4.4%
09
$AGI
ALAMOS GOLD INC
Q4 2025: Exited (was 287.1k shares)
4.4%
10
$HCC
WARRIOR MET COAL INC
Q4 2025: Exited (was 562.7k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:15 UTC.