Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 20
- +2 vs. Q2 2022
- Portfolio value
- $107.7M
- −$16.6M (−13.3%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BSMBlack Stone Minerals, L.P. | COM UNIT | 1,454,522 | $22.8M | 21.1% | 00.0% | Unchanged | History |
| CNQCanadian Natural Resources Ltd | COM | 263,352 | $12.3M | 11.4% | 00.0% | Unchanged | History |
| HGVHilton Grand Vacations Inc. | COM | 353,250 | $11.6M | 10.8% | 00.0% | Unchanged | History |
| MOSMosaic Co | COM | 180,348 | $8.72M | 8.1% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 148,350 | $6.90M | 6.4% | −53,400−26.5% | Reduced | History |
| Barrick Gold Corp067901108 | COM | 385,305 | $5.97M | 5.5% | 00.0% | Unchanged | – |
| AGIAlamos Gold Inc | Stock | 800,000 | $5.93M | 5.5% | 00.0% | Unchanged | History |
| VALEVale S.A. | SPONSORED ADS | 400,200 | $5.33M | 4.9% | 00.0% | Unchanged | History |
| AMNAmn Healthcare Services Inc | COM | 47,531 | $5.04M | 4.7% | −31,000−39.5% | Reduced | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 78,423 | $4.28M | 4.0% | 00.0% | Unchanged | History |
| LWLamb Weston Holdings, Inc. | Stock | 54,393 | $4.21M | 3.9% | −18,300−25.2% | Reduced | History |
| New Gold Inc Cda644535106 | COM | 3,917,794 | $3.45M | 3.2% | 00.0% | Unchanged | – |
| NOCNorthrop Grumman Corp | Stock | 5,535 | $2.60M | 2.4% | −13,400−70.8% | Reduced | History |
| SWNSouthwestern Energy Co | COM | 345,700 | $2.12M | 2.0% | +345,700 | New | History |
| UPWKUpwork, Inc | COM | 135,700 | $1.85M | 1.7% | 00.0% | Unchanged | History |
| Mag Silver Corp55903Q104 | COM | 125,000 | $1.56M | 1.4% | 00.0% | Unchanged | – |
| AZTAAzenta, Inc. | COM | 36,193 | $1.55M | 1.4% | 00.0% | Unchanged | History |
| SHCSotera Health Co | COM | 116,629 | $796.0K | 0.7% | 00.0% | Unchanged | History |
| MXCTMaxcyte, Inc. | COM | 61,234 | $398.0K | 0.4% | +61,234 | New | History |
| SFIXStitch Fix, Inc. | Stock | 100,000 | $395.0K | 0.4% | 00.0% | Unchanged | History |