Mudita Advisors LLP TGB — TASEKO MINES LTD

Ownership history in Mudita Advisors LLP  ·  4 quarters on record

AI Ownership Summary

Mudita Advisors LLP reported TASEKO MINES LTD (TGB) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 5.37% in 2025 Q4. The latest visible filing shows TGB at 2.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TGB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mudita Advisors LLP's position in TASEKO MINES LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TGB was reported at 2.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.37% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TGB stock page Mudita Advisors LLP fund profile Mudita Advisors LLP full holdings
How Mudita Advisors LLP held TGB — position size vs. price
% of Fund (quarterly)    TGB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,053,209 -2,335,192 -53.2% 2.70% $13.2M 2026-05-14 $7.62
2025 Q4 ADDED — — — 4,388,401 +1,600,000 +57.4% 5.37% $24.8M 2026-02-13 $8.29
2025 Q3 ADDED — — — 2,788,401 +1,198,700 +75.4% 3.41% $11.8M 2025-11-13 $4.22
2025 Q2 INITIATED — — — 1,589,701 — — 1.68% $5.0M 2025-08-14 $3.30

🏢 Other funds also holding TGB

As of 2026 Q1 — sorted by position size

L1 Capital Pty Ltd 3Y 8.89% HATCH COVE CAPITAL, LLC 7.04% BRIGHTLINE CAPITAL MANAGEMENT, LLC 3Y 7Y 3.82% Semanteon Capital Management, LP 1.92% PCJ Investment Counsel Ltd. 3Y 7Y 1.87% Orchard Capital Management, LLC 3Y 1.5% Anthracite Investment Company, Inc. 1.46% Koenig Investment Advisory, LLC 1.18% Pekin Hardy Strauss, Inc. 3Y 7Y 0.59% Persistent Asset Partners Ltd 0.55%

FAQ About Mudita Advisors LLP and TGB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mudita Advisors LLP reported owning TGB?

Mudita Advisors LLP reported TGB across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported TGB position in Mudita Advisors LLP's portfolio?

The largest reported portfolio weight for TGB was 5.37% in 2025 Q4.

What is the latest reported TGB position on this page?

The most recent filing on this page is 2026 Q1, when Mudita Advisors LLP reported 2,053,209 shares, equal to 2.70% of portfolio, with an estimated market value of $13.2M.

What does the chart on this TGB ownership page compare?

The chart compares Mudita Advisors LLP's quarterly TGB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mudita Advisors LLP time their TGB position?

Based on 13F filing dates vs. subsequent TGB price moves, Mudita Advisors LLP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on TGB relative to SPY over the holding period was +148.4%.

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