Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 18
- 0 vs. Q1 2022
- Portfolio value
- $124.3M
- −$25.2M (−16.9%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BSMBlack Stone Minerals, L.P. | COM UNIT | 1,454,522 | $19.9M | 16.0% | 00.0% | Unchanged | History |
| CNQCanadian Natural Resources Ltd | COM | 263,352 | $14.1M | 11.4% | 00.0% | Unchanged | History |
| HGVHilton Grand Vacations Inc. | COM | 353,250 | $12.6M | 10.2% | +46,000+15.0% | Added | History |
| APOApollo Global Management, Inc. | COM | 201,750 | $9.78M | 7.9% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 18,935 | $9.06M | 7.3% | −7,100−27.3% | Reduced | History |
| AMNAmn Healthcare Services Inc | COM | 78,531 | $8.62M | 6.9% | −20,583−20.8% | Reduced | History |
| MOSMosaic Co | COM | 180,348 | $8.52M | 6.9% | 00.0% | Unchanged | History |
| Barrick Gold Corp067901108 | COM | 385,305 | $6.82M | 5.5% | 00.0% | Unchanged | – |
| VALEVale S.A. | SPONSORED ADS | 400,200 | $5.86M | 4.7% | +200+0.1% | Added | History |
| AGIAlamos Gold Inc | Stock | 800,000 | $5.62M | 4.5% | 00.0% | Unchanged | History |
| LWLamb Weston Holdings, Inc. | Stock | 72,693 | $5.20M | 4.2% | 00.0% | Unchanged | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 78,423 | $4.26M | 3.4% | 00.0% | Unchanged | History |
| New Gold Inc Cda644535106 | COM | 3,917,794 | $4.19M | 3.4% | 00.0% | Unchanged | – |
| UPWKUpwork, Inc | COM | 135,700 | $2.81M | 2.3% | +61,200+82.1% | Added | History |
| AZTAAzenta, Inc. | COM | 36,193 | $2.61M | 2.1% | 00.0% | Unchanged | History |
| SHCSotera Health Co | COM | 116,629 | $2.29M | 1.8% | 00.0% | Unchanged | History |
| Mag Silver Corp55903Q104 | COM | 125,000 | $1.52M | 1.2% | 00.0% | Unchanged | – |
| SFIXStitch Fix, Inc. | Stock | 100,000 | $494.0K | 0.4% | 00.0% | Unchanged | History |