Mudita Advisors
Latest statistics and disclosures from Mudita Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CNQ, HGV, APO, BSM, MOS, and represent 59.61% of Mudita Advisors's stock portfolio.
- Added to shares of these 9 stocks: MXCT, HCC, SWN, HGV, CRL, ESTA, MOS, SHC, AMN.
- Reduced shares in these 2 stocks: HBM, APO.
- Mudita Advisors was a net buyer of stock by $7.1M.
- Mudita Advisors has $137M in assets under management (AUM), dropping by 4.85%.
- Central Index Key (CIK): 0001907809
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Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 17 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Canadian Natural Resources (CNQ) | 15.7 | $22M | 332k | 64.67 |
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| Hilton Grand Vacations (HGV) | 13.8 | $19M | +5% | 465k | 40.70 |
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| Apollo Global Mgmt (APO) | 13.5 | $18M | -3% | 206k | 89.76 |
|
| Black Stone Minerals Com Unit (BSM) | 9.9 | $14M | 787k | 17.23 |
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| Mosaic (MOS) | 6.8 | $9.3M | +5% | 261k | 35.60 |
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| Warrior Met Coal (HCC) | 6.1 | $8.4M | +25% | 164k | 51.08 |
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| Alamos Gold Com Cl A (AGI) | 5.5 | $7.6M | 673k | 11.29 |
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| Barrick Gold Corp (GOLD) | 4.9 | $6.7M | 461k | 14.55 |
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| Establishment Labs Holdings Ord (ESTA) | 3.4 | $4.7M | +17% | 95k | 49.07 |
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| Maxcyte (MXCT) | 3.2 | $4.3M | +67% | 1.4M | 3.12 |
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| Sotera Health (SHC) | 3.1 | $4.2M | +12% | 283k | 14.98 |
|
| Charles River Laboratories (CRL) | 2.8 | $3.8M | +30% | 20k | 195.98 |
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| New Gold Inc Cda (NGD) | 2.7 | $3.8M | 4.1M | 0.91 |
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| AMN Healthcare Services (AMN) | 2.5 | $3.4M | +8% | 40k | 85.18 |
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| HudBay Minerals (HBM) | 2.3 | $3.1M | -20% | 643k | 4.87 |
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| Southwestern Energy Company (SWN) | 2.0 | $2.7M | +89% | 418k | 6.45 |
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| Vale S A Sponsored Ads (VALE) | 1.9 | $2.6M | 194k | 13.40 |
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Past Filings by Mudita Advisors
SEC 13F filings are viewable for Mudita Advisors going back to 2021
- Mudita Advisors 2023 Q3 filed Nov. 14, 2023
- Mudita Advisors 2023 Q2 filed Aug. 14, 2023
- Mudita Advisors 2023 Q1 filed May 15, 2023
- Mudita Advisors 2022 Q4 filed Feb. 14, 2023
- Mudita Advisors 2022 Q3 filed Nov. 14, 2022
- Mudita Advisors 2022 Q2 filed Aug. 15, 2022
- Mudita Advisors 2022 Q1 filed May 13, 2022
- Mudita Advisors 2021 Q4 filed Feb. 14, 2022