SCHEDULE: Mudita Advisors Discloses 8.15% Stake in Metals Acquisition Corp. II

Mudita Advisors LLP has reported beneficial ownership of 8.15% of Metals Acquisition Corp. II's Class A ordinary shares, totaling 2,500,000 shares, as of September 30, 2026.

Summary

• Mudita Advisors LLP, acting on behalf of managed accounts, has filed a Schedule 13G, reporting beneficial ownership of 2,500,000 Class A ordinary shares of Metals Acquisition Corp. II.
• This holding represents 8.15% of the total class of securities.
• The filing indicates that Mudita Advisors LLP has shared power to vote or direct the vote, and shared power to dispose or direct the disposition of these shares.
• The shares are held across several entities managed by Mudita Advisors LLP, including Mudita Original Partnership LP (1,860,125 shares), Aristillus (506,450 shares), and 238 Plan Associates (133,425 shares).

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive filing, primarily due to the clear disclosure of significant beneficial ownership by Mudita Advisors LLP, indicating a stable, albeit passive, investor presence. The lack of negative disclosures or forward-looking statements tempers a more enthusiastic rating.

Positives

• Disclosure of significant beneficial ownership by Mudita Advisors LLP (8.15%) suggests a substantial and potentially stable investor.
• The filing is a routine Schedule 13G, indicating a passive investment rather than an attempt to influence control.

Negatives

• The filing does not contain any specific financial performance data or forward-looking statements, limiting insights into the company's operational health.

Risks

• The filing does not explicitly mention any risks associated with the investment or the company's operations.

Future Outlook

No forward-looking statements or specific future outlook are provided in this filing, as it is a disclosure of beneficial ownership.

Management Comments

• Kevin Mandy, CFO of Mudita Advisors LLP, certified that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors accumulating significant stakes in publicly traded companies. This filing indicates a notable passive investment in Metals Acquisition Corp. II by Mudita Advisors LLP, a UK-based investment advisor.

Stakeholder Impact

• Shareholders: The disclosure of a significant passive investor may be viewed positively, suggesting confidence in the company's long-term prospects, though it does not imply active engagement.
• Management: The filing confirms a substantial shareholder that is not seeking to influence control, which can provide a degree of stability.

Next Steps

• Mudita Advisors LLP will continue to hold its shares in Metals Acquisition Corp. II in the ordinary course of business.

Key Dates

Keywords

Schedule 13G, Beneficial Ownership, Investment Advisor, Ordinary Shares, Metals Acquisition Corp. II, Mudita Advisors LLP, Passive Investment