Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 17
- 0 vs. Q2 2023
- Portfolio value
- $137.0M
- +$6.33M (+4.8%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CNQCanadian Natural Resources Ltd | COM | 331,752 | $21.5M | 15.7% | 00.0% | Unchanged | History |
| HGVHilton Grand Vacations Inc. | COM | 464,931 | $18.9M | 13.8% | +22,700+5.1% | Added | History |
| APOApollo Global Management, Inc. | COM | 205,470 | $18.4M | 13.5% | −6,600−3.1% | Reduced | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 787,077 | $13.6M | 9.9% | 00.0% | Unchanged | History |
| MOSMosaic Co | COM | 260,812 | $9.28M | 6.8% | +14,300+5.8% | Added | History |
| HCCWarrior Met Coal, Inc. | COM | 164,364 | $8.40M | 6.1% | +33,700+25.8% | Added | History |
| AGIAlamos Gold Inc | Stock | 673,190 | $7.60M | 5.5% | 00.0% | Unchanged | History |
| Barrick Gold Corp067901108 | COM | 461,305 | $6.71M | 4.9% | 00.0% | Unchanged | – |
| ESTAEstablishment Labs Holdings Inc. | COM | 95,116 | $4.67M | 3.4% | +13,900+17.1% | Added | History |
| MXCTMaxcyte, Inc. | COM | 1,390,858 | $4.34M | 3.2% | +561,200+67.6% | Added | History |
| SHCSotera Health Co | COM | 283,129 | $4.24M | 3.1% | +32,000+12.7% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 19,500 | $3.82M | 2.8% | +4,500+30.0% | Added | History |
| New Gold Inc Cda644535106 | COM | 4,127,394 | $3.76M | 2.7% | 00.0% | Unchanged | – |
| AMNAmn Healthcare Services Inc | COM | 39,731 | $3.38M | 2.5% | +3,000+8.2% | Added | History |
| HBMHudbay Minerals Inc. | COM | 643,305 | $3.13M | 2.3% | −162,700−20.2% | Reduced | History |
| SWNSouthwestern Energy Co | COM | 417,500 | $2.69M | 2.0% | +197,400+89.7% | Added | History |
| VALEVale S.A. | SPONSORED ADS | 194,100 | $2.60M | 1.9% | 00.0% | Unchanged | History |