Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 16
- 0 vs. Q4 2023
- Portfolio value
- $167.9M
- +$23.9M (+16.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HGVHilton Grand Vacations Inc. | COM | 655,265 | $30.9M | 18.4% | +120,600+22.6% | Added | History |
| APOApollo Global Management, Inc. | COM | 207,070 | $23.3M | 13.9% | +7,400+3.7% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 301,752 | $23.0M | 13.7% | 00.0% | Unchanged | History |
| HCCWarrior Met Coal, Inc. | COM | 304,362 | $18.5M | 11.0% | +108,500+55.4% | Added | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 760,877 | $12.2M | 7.2% | 00.0% | Unchanged | History |
| MXCTMaxcyte, Inc. | COM | 2,275,381 | $9.53M | 5.7% | +394,032+20.9% | Added | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 184,222 | $9.38M | 5.6% | +41,822+29.4% | Added | History |
| Barrick Gold Corp067901108 | COM | 461,305 | $7.68M | 4.6% | 00.0% | Unchanged | – |
| MOSMosaic Co | COM | 217,812 | $7.07M | 4.2% | −37,700−14.8% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 24,000 | $6.50M | 3.9% | +3,000+14.3% | Added | History |
| AGIAlamos Gold Inc | Stock | 359,490 | $5.30M | 3.2% | −150,000−29.4% | Reduced | History |
| SHCSotera Health Co | COM | 386,329 | $4.64M | 2.8% | +73,200+23.4% | Added | History |
| New Gold Inc Cda644535106 | COM | 1,904,494 | $3.24M | 1.9% | 00.0% | Unchanged | – |
| SWNSouthwestern Energy Co | COM | 378,200 | $2.87M | 1.7% | −75,900−16.7% | Reduced | History |
| VALEVale S.A. | SPONSORED ADS | 234,100 | $2.85M | 1.7% | 00.0% | Unchanged | History |
| HBMHudbay Minerals Inc. | COM | 143,305 | $1.00M | 0.6% | −500,000−77.7% | Reduced | History |