Mudita Advisors LLP
- SEC CIK
- 0001907809
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 19, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 17
- −1 vs. Q4 2024
- Portfolio value
- $197.9M
- +$19.8M (+11.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HGVHilton Grand Vacations Inc. | COM | 1,097,665 | $41.1M | 20.7% | +136,700+14.2% | Added | History |
| HCCWarrior Met Coal, Inc. | COM | 417,165 | $19.9M | 10.1% | +22,795+5.8% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 637,044 | $19.6M | 9.9% | +68,300+12.0% | Added | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 479,359 | $19.6M | 9.9% | +64,859+15.6% | Added | History |
| AGIAlamos Gold Inc | Stock | 497,251 | $13.3M | 6.7% | 00.0% | Unchanged | History |
| IAGIamgold Corp | COM | 2,081,400 | $13.0M | 6.6% | +606,795+41.1% | Added | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 760,877 | $11.6M | 5.9% | 00.0% | Unchanged | History |
| EXEExpand Energy Corp | COM | 82,900 | $9.23M | 4.7% | +82,900 | New | History |
| MXCTMaxcyte, Inc. | COM | 3,328,441 | $9.09M | 4.6% | +105,034+3.3% | Added | History |
| EGOEldorado Gold Corp | COM | 519,400 | $8.74M | 4.4% | +184,000+54.9% | Added | History |
| FLUTFlutter Entertainment plc | SHS | 35,409 | $7.83M | 4.0% | +16,700+89.3% | Added | History |
| KGCKinross Gold Corp | COM | 471,200 | $5.94M | 3.0% | +96,200+25.7% | Added | History |
| XUnited States Steel Corp | COM | 132,200 | $5.59M | 2.8% | 00.0% | Unchanged | History |
| Metals Acquisition CorpG60409110 | ORD SHS | 435,400 | $4.15M | 2.1% | +120,600+38.3% | Added | – |
| Barrick Gold Corp067901108 | COM | 190,405 | $3.70M | 1.9% | −270,900−58.7% | Reduced | – |
| NCNacco Industries Inc | CL A | 86,281 | $2.91M | 1.5% | +86,281 | New | History |
| HBMHudbay Minerals Inc. | COM | 353,305 | $2.68M | 1.4% | +150,000+73.8% | Added | History |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| APOApollo Global Management, Inc. | COM | 49,570 | $8.19M | 4.6% | History |
| CRLCharles River Laboratories International, Inc. | COM | 9,607 | $1.77M | 1.0% | History |
| New Gold Inc Cda644535106 | COM | 588,594 | $1.46M | 0.8% | – |