Mudita Advisors LLP
Hedge Fund • Multi-Strategy
Mudita Advisors LLP is a Multi-Strategy Hedge Fund led by Thomas Luke Rimington Hardy, reporting $1.1B in AUM as of Q3 2025 with 37% Consumer Cyclical concentration, 84% concentrated in top 10 holdings, and 28% allocation to HGV.
FounderThomas Luke Rimington Hardy
- Portfolio Value
- $345.8M
- Positions
- 19
- Top Holding
- HGV at 28.21%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Mudita Advisors LLP's portfolio (84.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Gambling, Resorts & Casinos Consumer Cyclical | $97.5M | 28.21% | +$7.9M Bought | 2.65% 2.3M shares | |
Coal Energy | $35.8M | 10.36% | +$260.9K Bought | 1.07% 562.7K shares | |
Gold Basic Materials | $34.7M | 10.02% | -$7.8K Sold | 0.47% 2.7M shares | |
Medical - Devices Healthcare | $28.2M | 8.14% | +$3.5M Bought | 2.37% 686.8K shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $21.8M | 6.30% | +$11.2M Bought | 0.23% 628.3K shares | |
Oil & Gas Exploration & Production Energy | $20.4M | 5.89% | — | 0.03% 637.0K shares | |
Gold Basic Materials | $15.1M | 4.37% | +$15.1M New | 0.43% 1.4M shares | |
Copper Basic Materials | $14.0M | 4.05% | -$6.6M Sold | 0.23% 924.5K shares | |
Unknown Unknown | $12.2M | 3.54% | +$510.0K Bought | 0.05% 115.1K shares | |
Copper Basic Materials | $11.8M | 3.41% | +$5.1M Bought | 0.88% 2.8M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Mudita Advisors LLP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+106.8% | |
+75.4% | |
+28.67% | |
+14.33% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-64.91% | |
-39.91% | |
-31.88% | |
-0.02% |
Analytics
Portfolio insights and performance metrics for Mudita Advisors LLP
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