Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only.
- Positions
- 21
- No filing for Q3 2021
- Portfolio value
- $110.9M
- No filing for Q3 2021
Mudita Advisors LLP did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CNQCanadian Natural Resources Ltd | COM | 265,500 | $11.2M | 10.1% | – | – | History |
| AMNAmn Healthcare Services Inc | COM | 90,348 | $11.1M | 10.0% | – | – | History |
| HGVHilton Grand Vacations Inc. | COM | 210,000 | $10.9M | 9.9% | – | – | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 1,003,418 | $10.4M | 9.3% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 21,700 | $8.40M | 7.6% | – | – | History |
| APOApollo Global Management, Inc. | COM CL A | 109,500 | $7.93M | 7.2% | – | – | History |
| MOSMosaic Co | COM | 185,098 | $7.27M | 6.6% | – | – | History |
| Barrick Gold Corp067901108 | COM | 305,000 | $5.79M | 5.2% | – | – | – |
| New Gold Inc Cda644535106 | COM | 3,317,794 | $4.98M | 4.5% | – | – | – |
| ESTAEstablishment Labs Holdings Inc. | COM | 68,423 | $4.63M | 4.2% | – | – | History |
| VALEVale S.A. | SPONSORED ADS | 290,000 | $4.07M | 3.7% | – | – | History |
| AGIAlamos Gold Inc | Stock | 500,000 | $3.85M | 3.5% | – | – | History |
| LWLamb Weston Holdings, Inc. | Stock | 59,332 | $3.76M | 3.4% | – | – | History |
| ARLOArlo Technologies, Inc. | COM | 325,000 | $3.41M | 3.1% | – | – | History |
| AZTAAzenta, Inc. | COM | 28,989 | $3.02M | 2.7% | – | – | History |
| SHCSotera Health Co | COM | 96,129 | $2.26M | 2.0% | – | – | History |
| UPWKUpwork, Inc | COM | 60,000 | $2.05M | 1.8% | – | – | History |
| Mag Silver Corp55903Q104 | COM | 125,000 | $1.96M | 1.8% | – | – | – |
| SFIXStitch Fix, Inc. | Stock | 100,000 | $1.89M | 1.7% | – | – | History |
| OPTUOptimum Communications, Inc. | CL A | 80,000 | $1.29M | 1.2% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 4,000 | $723.0K | 0.7% | – | – | History |