Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 16
- −1 vs. Q3 2023
- Portfolio value
- $144.1M
- +$7.05M (+5.1%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HGVHilton Grand Vacations Inc. | COM | 534,665 | $21.5M | 14.9% | +69,734+15.0% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 301,752 | $19.8M | 13.7% | −30,000−9.0% | Reduced | History |
| APOApollo Global Management, Inc. | COM | 199,670 | $18.6M | 12.9% | −5,800−2.8% | Reduced | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 760,877 | $12.1M | 8.4% | −26,200−3.3% | Reduced | History |
| HCCWarrior Met Coal, Inc. | COM | 195,862 | $11.9M | 8.3% | +31,498+19.2% | Added | History |
| MOSMosaic Co | COM | 255,512 | $9.13M | 6.3% | −5,300−2.0% | Reduced | History |
| MXCTMaxcyte, Inc. | COM | 1,881,349 | $8.84M | 6.1% | +490,491+35.3% | Added | History |
| Barrick Gold Corp067901108 | COM | 461,305 | $8.35M | 5.8% | 00.0% | Unchanged | – |
| AGIAlamos Gold Inc | Stock | 509,490 | $6.86M | 4.8% | −163,700−24.3% | Reduced | History |
| SHCSotera Health Co | COM | 313,129 | $5.28M | 3.7% | +30,000+10.6% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 21,000 | $4.96M | 3.4% | +1,500+7.7% | Added | History |
| VALEVale S.A. | SPONSORED ADS | 234,100 | $3.71M | 2.6% | +40,000+20.6% | Added | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 142,400 | $3.69M | 2.6% | +47,284+49.7% | Added | History |
| HBMHudbay Minerals Inc. | COM | 643,305 | $3.54M | 2.5% | 00.0% | Unchanged | History |
| SWNSouthwestern Energy Co | COM | 454,100 | $2.97M | 2.1% | +36,600+8.8% | Added | History |
| New Gold Inc Cda644535106 | COM | 1,904,494 | $2.78M | 1.9% | −2,222,900−53.9% | Reduced | – |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.