Mudita Advisors
Latest statistics and disclosures from Mudita Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HGV, HCC, CNQ, ESTA, AGI, and represent 57.32% of Mudita Advisors's stock portfolio.
- Added to shares of these 10 stocks: EXE (+$9.2M), HGV (+$5.1M), IAG, FLUT, EGO, NC, ESTA, CNQ, KGC, MTAL.
- Started 2 new stock positions in EXE, NC.
- Reduced shares in these 4 stocks: APO (-$8.2M), GOLD (-$5.3M), CRL, NGD.
- Sold out of its positions in APO, CRL, NGD.
- Mudita Advisors was a net buyer of stock by $21M.
- Mudita Advisors has $198M in assets under management (AUM), dropping by 11.11%.
- 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 March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 20.7 | $41M | +14% | 1.1M | 37.41 |
|
| Warrior Met Coal (HCC) | 10.1 | $20M | +5% | 417k | 47.72 |
|
| Canadian Natural Resources (CNQ) | 9.9 | $20M | +12% | 637k | 30.80 |
|
| Establishment Labs Holdings Ord (ESTA) | 9.9 | $20M | +15% | 479k | 40.80 |
|
| Alamos Gold Com Cl A (AGI) | 6.7 | $13M | 497k | 26.74 |
|
|
| Iamgold Corp (IAG) | 6.6 | $13M | +41% | 2.1M | 6.25 |
|
| Black Stone Minerals Com Unit (BSM) | 5.9 | $12M | 761k | 15.27 |
|
|
| Chesapeake Energy Corp (EXE) | 4.7 | $9.2M | NEW | 83k | 111.32 |
|
| Maxcyte (MXCT) | 4.6 | $9.1M | +3% | 3.3M | 2.73 |
|
| Ego (EGO) | 4.4 | $8.7M | +54% | 519k | 16.82 |
|
| Flutter Entmt SHS (FLUT) | 4.0 | $7.8M | +89% | 35k | 221.03 |
|
| Kinross Gold Corp (KGC) | 3.0 | $5.9M | +25% | 471k | 12.61 |
|
| United States Steel Corporation (X) | 2.8 | $5.6M | 132k | 42.26 |
|
|
| Mac Copper Ord Shs (MTAL) | 2.1 | $4.2M | +38% | 435k | 9.54 |
|
| Barrick Gold Corp (GOLD) | 1.9 | $3.7M | -58% | 190k | 19.44 |
|
| Nacco Inds Cl A (NC) | 1.5 | $2.9M | NEW | 86k | 33.73 |
|
| HudBay Minerals (HBM) | 1.4 | $2.7M | +73% | 353k | 7.59 |
|
Past Filings by Mudita Advisors
SEC 13F filings are viewable for Mudita Advisors going back to 2021
- Mudita Advisors 2025 Q1 filed May 19, 2025
- Mudita Advisors 2024 Q4 filed Feb. 14, 2025
- Mudita Advisors 2024 Q3 filed Nov. 13, 2024
- Mudita Advisors 2024 Q2 filed Aug. 13, 2024
- Mudita Advisors 2024 Q1 filed May 14, 2024
- Mudita Advisors 2023 Q4 filed Feb. 13, 2024
- 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