Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 18
- −2 vs. Q3 2022
- Portfolio value
- $114.6M
- +$6.84M (+6.3%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BSMBlack Stone Minerals, L.P. | COM UNIT | 1,281,961 | $21.6M | 18.9% | −172,561−11.9% | Reduced | History |
| CNQCanadian Natural Resources Ltd | COM | 283,352 | $15.7M | 13.7% | +20,000+7.6% | Added | History |
| HGVHilton Grand Vacations Inc. | COM | 392,931 | $15.1M | 13.2% | +39,681+11.2% | Added | History |
| APOApollo Global Management, Inc. | COM | 148,350 | $9.46M | 8.3% | 00.0% | Unchanged | History |
| AGIAlamos Gold Inc | Stock | 800,000 | $8.09M | 7.1% | 00.0% | Unchanged | History |
| MOSMosaic Co | COM | 180,348 | $7.91M | 6.9% | 00.0% | Unchanged | History |
| Barrick Gold Corp067901108 | COM | 385,305 | $6.62M | 5.8% | 00.0% | Unchanged | – |
| ESTAEstablishment Labs Holdings Inc. | COM | 78,423 | $5.15M | 4.5% | 00.0% | Unchanged | History |
| AMNAmn Healthcare Services Inc | COM | 49,031 | $5.04M | 4.4% | +1,500+3.2% | Added | History |
| LWLamb Weston Holdings, Inc. | Stock | 45,893 | $4.10M | 3.6% | −8,500−15.6% | Reduced | History |
| New Gold Inc Cda644535106 | COM | 3,917,794 | $3.84M | 3.4% | 00.0% | Unchanged | – |
| VALEVale S.A. | SPONSORED ADS | 194,100 | $3.29M | 2.9% | −206,100−51.5% | Reduced | History |
| SWNSouthwestern Energy Co | COM | 433,700 | $2.54M | 2.2% | +88,000+25.5% | Added | History |
| Mag Silver Corp55903Q104 | COM | 125,000 | $1.95M | 1.7% | 00.0% | Unchanged | – |
| UPWKUpwork, Inc | COM | 135,700 | $1.42M | 1.2% | 00.0% | Unchanged | History |
| NRPNatural Resource Partners LP | COM UNIT LTD PAR | 21,922 | $1.19M | 1.0% | +21,922 | New | History |
| SHCSotera Health Co | COM | 116,629 | $971.5K | 0.8% | 00.0% | Unchanged | History |
| MXCTMaxcyte, Inc. | COM | 90,201 | $492.5K | 0.4% | +28,967+47.3% | Added | History |
Sold out since Q3 2022 (3)
Positions held at the end of Q3 2022 that are gone from this filing.