Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 18
- +2 vs. Q1 2024
- Portfolio value
- $195.3M
- +$27.4M (+16.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HGVHilton Grand Vacations Inc. | COM | 906,965 | $36.7M | 18.8% | +251,700+38.4% | Added | History |
| APOApollo Global Management, Inc. | COM | 251,970 | $29.8M | 15.2% | +44,900+21.7% | Added | History |
| HCCWarrior Met Coal, Inc. | COM | 379,770 | $23.8M | 12.2% | +75,408+24.8% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 508,944 | $18.1M | 9.3% | −94,560−15.7% | ReducedConverted for a 2-for-1 split | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 298,101 | $13.5M | 6.9% | +113,879+61.8% | Added | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 760,877 | $11.9M | 6.1% | 00.0% | Unchanged | History |
| MXCTMaxcyte, Inc. | COM | 2,986,340 | $11.7M | 6.0% | +710,959+31.2% | Added | History |
| Barrick Gold Corp067901108 | COM | 461,305 | $7.69M | 3.9% | 00.0% | Unchanged | – |
| CRLCharles River Laboratories International, Inc. | COM | 34,600 | $7.15M | 3.7% | +10,600+44.2% | Added | History |
| IAGIamgold Corp | COM | 1,800,000 | $6.76M | 3.5% | +1,800,000 | New | History |
| AGIAlamos Gold Inc | Stock | 359,490 | $5.64M | 2.9% | 00.0% | Unchanged | History |
| SHCSotera Health Co | COM | 386,329 | $4.59M | 2.3% | 00.0% | Unchanged | History |
| Metals Acquisition CorpG60409110 | ORD SHS | 314,800 | $4.31M | 2.2% | +314,800 | New | – |
| MOSMosaic Co | COM | 142,812 | $4.13M | 2.1% | −75,000−34.4% | Reduced | History |
| New Gold Inc Cda644535106 | COM | 1,904,494 | $3.71M | 1.9% | 00.0% | Unchanged | – |
| VALEVale S.A. | SPONSORED ADS | 234,100 | $2.61M | 1.3% | 00.0% | Unchanged | History |
| HBMHudbay Minerals Inc. | COM | 203,305 | $1.84M | 0.9% | +60,000+41.9% | Added | History |
| FLUTFlutter Entertainment plc | SHS | 7,209 | $1.32M | 0.7% | +7,209 | New | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.