Portfolio (Quarterly) Guide ↗

Mudita Advisors LLP

· CIK 0001907809

13F Portfolio $490.1B AUM 28 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 8 Added 7 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GROY	GOLD ROYALTY CORP	Basic Materials	2,100,000	$8.5M	1.83%	SOLD

Sector Allocation

Consumer Cyclical 32.0%

Basic Materials 27.8%

Energy 16.4%

Healthcare 10.2%

Technology 5.9%

Consumer Defensive 5.8%

Financial Services 2.0%