Monitor for any future amendments that show a change in stake direction or a conversion to a 13D filing, which would signal activist intent. The passive nature of this filing suggests no immediate control-related actions.
Price Chart
Executive Summary
Mudita Advisors LLP filed an amended Schedule 13G disclosing a 8.15% passive stake in Metals Acquisition Corp. II as of September 30, 2026, holding 2,500,000 Class A ordinary shares. This is an amendment to a prior filing, indicating a new or updated position, but no prior stake percentage is available for comparison from the provided documents.
Key Financial Metrics
Key Facts
- Mudita Advisors LLP reports beneficial ownership of 2,500,000 Class A ordinary shares of Metals Acquisition Corp. II.
- The stake represents 8.15% of the outstanding Class A ordinary shares as of September 30, 2026.
- The filing is an amendment to Schedule 13G, indicating a passive investment intent under Rule 13d-1(b).
- The shares are held across three managed accounts: Mudita Original Partnership LP (1,860,125 shares), Aristillus (506,450 shares), and 238 Plan Associates (133,425 shares).
Financial Impact
8.15% passive stake valued at an undisclosed amount; no transaction prices provided.
Risk Factors
- No prior stake percentage available for comparison; cannot assess whether this is an increase or decrease.
- Passive 13G filer could later convert to active 13D, introducing uncertainty.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001172661-26-004393 |
| Document: 0001172661-26-004393-index.html | 0001172661-26-004393 |
| Document: 0001172661-26-004393.txt | 0001172661-26-004393 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 22d ago | SC 13G/A | $10.15 | awaiting T+20 | — | $10.10 (−0.49%) |
Apr 8, 2026 28w ago | 8-K | $10.15 $10.32 | ▲ +1.66% | ▼ −5.90% | $10.10 (−0.50%) |
Apr 8, 2026 28w ago | Press Release | $10.15 $10.32 | ▲ +1.66% | ▼ −5.90% | $10.10 (−0.50%) |
Mar 12, 2026 32w ago | EFFECT | — | awaiting T+20 | — | — |
Feb 27, 2026 34w ago | S-1/A | — | awaiting T+20 | — | — |
US Market Status
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