Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 17
- +1 vs. Q1 2023
- Portfolio value
- $130.7M
- +$19.0M (+17.0%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HGVHilton Grand Vacations Inc. | COM | 442,231 | $20.1M | 15.4% | +49,300+12.5% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 331,752 | $18.7M | 14.3% | +37,400+12.7% | Added | History |
| APOApollo Global Management, Inc. | COM | 212,070 | $16.3M | 12.5% | +28,520+15.5% | Added | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 787,077 | $12.6M | 9.6% | −14,496−1.8% | Reduced | History |
| MOSMosaic Co | COM | 246,512 | $8.63M | 6.6% | +57,300+30.3% | Added | History |
| AGIAlamos Gold Inc | Stock | 673,190 | $8.02M | 6.1% | −140,810−17.3% | Reduced | History |
| Barrick Gold Corp067901108 | COM | 461,305 | $7.81M | 6.0% | +76,000+19.7% | Added | – |
| ESTAEstablishment Labs Holdings Inc. | COM | 81,216 | $5.57M | 4.3% | 00.0% | Unchanged | History |
| HCCWarrior Met Coal, Inc. | COM | 130,664 | $5.09M | 3.9% | +52,903+68.0% | Added | History |
| SHCSotera Health Co | COM | 251,129 | $4.73M | 3.6% | +109,800+77.7% | Added | History |
| New Gold Inc Cda644535106 | COM | 4,127,394 | $4.46M | 3.4% | +209,600+5.3% | Added | – |
| AMNAmn Healthcare Services Inc | COM | 36,731 | $4.01M | 3.1% | −12,300−25.1% | Reduced | History |
| HBMHudbay Minerals Inc. | COM | 806,005 | $3.86M | 3.0% | +806,005 | New | History |
| MXCTMaxcyte, Inc. | COM | 829,658 | $3.81M | 2.9% | +167,005+25.2% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 15,000 | $3.15M | 2.4% | +15,000 | New | History |
| VALEVale S.A. | SPONSORED ADS | 194,100 | $2.60M | 2.0% | 00.0% | Unchanged | History |
| SWNSouthwestern Energy Co | COM | 220,100 | $1.32M | 1.0% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.