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Mudita Advisors LLP

SEC CIK
0001907809
Latest filing
Aug 13, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
17
−1 vs. Q2 2024
Portfolio value
$182.7M
−$12.6M (−6.4%) vs. Q2 2024
Filed
Nov 13, 2024
SEC
Holdings of Mudita Advisors LLP in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
HGVHilton Grand Vacations Inc.COM916,765$33.3M18.2%+9,800+1.1%AddedHistory
HCCWarrior Met Coal, Inc.COM379,770$24.3M13.3%00.0%UnchangedHistory
APOApollo Global Management, Inc.COM188,570$23.6M12.9%−63,400−25.2%ReducedHistory
CNQCanadian Natural Resources LtdCOM508,944$16.9M9.2%00.0%UnchangedHistory
ESTAEstablishment Labs Holdings Inc.COM354,801$15.4M8.4%+56,700+19.0%AddedHistory
MXCTMaxcyte, Inc.COM3,153,441$12.3M6.7%+167,101+5.6%AddedHistory
BSMBlack Stone Minerals, L.P.COM UNIT760,877$11.5M6.3%00.0%UnchangedHistory
Barrick Gold Corp067901108COM461,305$9.18M5.0%00.0%Unchanged–
AGIAlamos Gold IncStock359,490$7.17M3.9%00.0%UnchangedHistory
SHCSotera Health CoCOM406,329$6.79M3.7%+20,000+5.2%AddedHistory
CRLCharles River Laboratories International, Inc.COM26,707$5.26M2.9%−7,893−22.8%ReducedHistory
Metals Acquisition CorpG60409110ORD SHS314,800$4.36M2.4%00.0%Unchanged–
IAGIamgold CorpCOM803,200$4.21M2.3%−996,800−55.4%ReducedHistory
New Gold Inc Cda644535106COM1,088,594$3.14M1.7%−815,900−42.8%Reduced–
EGOEldorado Gold CorpCOM112,600$1.96M1.1%+112,600NewHistory
HBMHudbay Minerals Inc.COM203,305$1.87M1.0%00.0%UnchangedHistory
FLUTFlutter Entertainment plcSHS7,209$1.69M0.9%00.0%UnchangedHistory

Sold out since Q2 2024 (2)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Mudita Advisors LLP sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
MOSMosaic CoCOM142,812$4.13M2.1%History
VALEVale S.A.SPONSORED ADS234,100$2.61M1.3%History