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Mudita Advisors LLP

SEC CIK
0001907809
Latest filing
Aug 13, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
18
+1 vs. Q3 2024
Portfolio value
$178.1M
−$4.61M (−2.5%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Mudita Advisors LLP in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
HGVHilton Grand Vacations Inc.COM960,965$37.4M21.0%+44,200+4.8%AddedHistory
HCCWarrior Met Coal, Inc.COM394,370$21.4M12.0%+14,600+3.8%AddedHistory
ESTAEstablishment Labs Holdings Inc.COM414,500$19.1M10.7%+59,699+16.8%AddedHistory
CNQCanadian Natural Resources LtdCOM568,744$17.6M9.9%+59,800+11.7%AddedHistory
MXCTMaxcyte, Inc.COM3,223,407$13.4M7.5%+69,966+2.2%AddedHistory
BSMBlack Stone Minerals, L.P.COM UNIT760,877$11.1M6.2%00.0%UnchangedHistory
AGIAlamos Gold IncStock497,251$9.17M5.1%+137,761+38.3%AddedHistory
APOApollo Global Management, Inc.COM49,570$8.19M4.6%−139,000−73.7%ReducedHistory
IAGIamgold CorpCOM1,474,605$7.61M4.3%+671,405+83.6%AddedHistory
Barrick Gold Corp067901108COM461,305$7.15M4.0%00.0%Unchanged–
EGOEldorado Gold CorpCOM335,400$4.99M2.8%+222,800+197.9%AddedHistory
FLUTFlutter Entertainment plcSHS18,709$4.84M2.7%+11,500+159.5%AddedHistory
XUnited States Steel CorpCOM132,200$4.49M2.5%+132,200NewHistory
KGCKinross Gold CorpCOM375,000$3.48M2.0%+375,000NewHistory
Metals Acquisition CorpG60409110ORD SHS314,800$3.34M1.9%00.0%Unchanged–
CRLCharles River Laboratories International, Inc.COM9,607$1.77M1.0%−17,100−64.0%ReducedHistory
HBMHudbay Minerals Inc.COM203,305$1.65M0.9%00.0%UnchangedHistory
New Gold Inc Cda644535106COM588,594$1.46M0.8%−500,000−45.9%Reduced–

Sold out since Q3 2024 (1)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Mudita Advisors LLP sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
SHCSotera Health CoCOM406,329$6.79M3.7%History