Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 16
- −2 vs. Q4 2022
- Portfolio value
- $111.7M
- −$2.92M (−2.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HGVHilton Grand Vacations Inc. | COM | 392,931 | $17.5M | 15.6% | 00.0% | Unchanged | History |
| CNQCanadian Natural Resources Ltd | COM | 294,352 | $16.3M | 14.6% | +11,000+3.9% | Added | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 801,573 | $12.6M | 11.3% | −480,388−37.5% | Reduced | History |
| APOApollo Global Management, Inc. | COM | 183,550 | $11.6M | 10.4% | +35,200+23.7% | Added | History |
| AGIAlamos Gold Inc | Stock | 814,000 | $9.96M | 8.9% | +14,000+1.8% | Added | History |
| MOSMosaic Co | COM | 189,212 | $8.68M | 7.8% | +8,864+4.9% | Added | History |
| Barrick Gold Corp067901108 | COM | 385,305 | $7.16M | 6.4% | 00.0% | Unchanged | – |
| ESTAEstablishment Labs Holdings Inc. | COM | 81,216 | $5.50M | 4.9% | +2,793+3.6% | Added | History |
| New Gold Inc Cda644535106 | COM | 3,917,794 | $4.31M | 3.9% | 00.0% | Unchanged | – |
| AMNAmn Healthcare Services Inc | COM | 49,031 | $4.07M | 3.6% | 00.0% | Unchanged | History |
| MXCTMaxcyte, Inc. | COM | 662,653 | $3.28M | 2.9% | +572,452+634.6% | Added | History |
| VALEVale S.A. | SPONSORED ADS | 194,100 | $3.06M | 2.7% | 00.0% | Unchanged | History |
| HCCWarrior Met Coal, Inc. | COM | 77,761 | $2.85M | 2.6% | +77,761 | New | History |
| SHCSotera Health Co | COM | 141,329 | $2.53M | 2.3% | +24,700+21.2% | Added | History |
| LWLamb Weston Holdings, Inc. | Stock | 11,793 | $1.23M | 1.1% | −34,100−74.3% | Reduced | History |
| SWNSouthwestern Energy Co | COM | 220,100 | $1.10M | 1.0% | −213,600−49.3% | Reduced | History |
Sold out since Q4 2022 (3)
Positions held at the end of Q4 2022 that are gone from this filing.