Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 18
- −3 vs. Q4 2021
- Portfolio value
- $149.5M
- +$38.7M (+34.9%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BSMBlack Stone Minerals, L.P. | COM UNIT | 1,454,522 | $19.6M | 13.1% | +451,104+45.0% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 263,352 | $16.3M | 10.9% | −2,148−0.8% | Reduced | History |
| HGVHilton Grand Vacations Inc. | COM | 307,250 | $16.0M | 10.7% | +97,250+46.3% | Added | History |
| APOApollo Global Management, Inc. | COM | 201,750 | $12.5M | 8.4% | +92,250+84.2% | Added | History |
| MOSMosaic Co | COM | 180,348 | $12.0M | 8.0% | −4,750−2.6% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 26,035 | $11.6M | 7.8% | +4,335+20.0% | Added | History |
| AMNAmn Healthcare Services Inc | COM | 99,114 | $10.3M | 6.9% | +8,766+9.7% | Added | History |
| Barrick Gold Corp067901108 | COM | 385,305 | $9.45M | 6.3% | +80,305+26.3% | Added | – |
| VALEVale S.A. | SPONSORED ADS | 400,000 | $8.00M | 5.3% | +110,000+37.9% | Added | History |
| New Gold Inc Cda644535106 | COM | 3,917,794 | $7.05M | 4.7% | +600,000+18.1% | Added | – |
| AGIAlamos Gold Inc | Stock | 800,000 | $6.74M | 4.5% | +300,000+60.0% | Added | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 78,423 | $5.29M | 3.5% | +10,000+14.6% | Added | History |
| LWLamb Weston Holdings, Inc. | Stock | 72,693 | $4.36M | 2.9% | +13,361+22.5% | Added | History |
| AZTAAzenta, Inc. | COM | 36,193 | $3.00M | 2.0% | +7,204+24.9% | Added | History |
| SHCSotera Health Co | COM | 116,629 | $2.53M | 1.7% | +20,500+21.3% | Added | History |
| Mag Silver Corp55903Q104 | COM | 125,000 | $2.02M | 1.4% | 00.0% | Unchanged | – |
| UPWKUpwork, Inc | COM | 74,500 | $1.73M | 1.2% | +14,500+24.2% | Added | History |
| SFIXStitch Fix, Inc. | Stock | 100,000 | $1.01M | 0.7% | 00.0% | Unchanged | History |
Sold out since Q4 2021 (3)
Positions held at the end of Q4 2021 that are gone from this filing.