Mudita Advisors as of Dec. 31, 2021
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 21 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Canadian Natural Resources (CNQ) | 10.1 | $11M | 266k | 42.25 | |
| AMN Healthcare Services (AMN) | 10.0 | $11M | 90k | 122.33 | |
| Hilton Grand Vacations (HGV) | 9.9 | $11M | 210k | 52.11 | |
| Black Stone Minerals Com Unit (BSM) | 9.3 | $10M | 1.0M | 10.33 | |
| Northrop Grumman Corporation (NOC) | 7.6 | $8.4M | 22k | 387.05 | |
| Apollo Global Mgmt Com Cl A | 7.2 | $7.9M | 110k | 72.43 | |
| Mosaic (MOS) | 6.6 | $7.3M | 185k | 39.29 | |
| Barrick Gold Corp (GOLD) | 5.2 | $5.8M | 305k | 19.00 | |
| New Gold Inc Cda (NGD) | 4.5 | $5.0M | 3.3M | 1.50 | |
| Establishment Labs Holdings Ord (ESTA) | 4.2 | $4.6M | 68k | 67.59 | |
| Vale S A Sponsored Ads (VALE) | 3.7 | $4.1M | 290k | 14.02 | |
| Alamos Gold Com Cl A (AGI) | 3.5 | $3.8M | 500k | 7.69 | |
| Lamb Weston Hldgs (LW) | 3.4 | $3.8M | 59k | 63.37 | |
| Arlo Technologies (ARLO) | 3.1 | $3.4M | 325k | 10.49 | |
| Brooks Automation (AZTA) | 2.7 | $3.0M | 29k | 104.14 | |
| Sotera Health (SHC) | 2.0 | $2.3M | 96k | 23.55 | |
| Upwork (UPWK) | 1.8 | $2.1M | 60k | 34.17 | |
| Mag Silver Corp (MAG) | 1.8 | $2.0M | 125k | 15.67 | |
| Stitch Fix Com Cl A (SFIX) | 1.7 | $1.9M | 100k | 18.92 | |
| Altice Usa Cl A (ATUS) | 1.2 | $1.3M | 80k | 16.18 | |
| Expedia Group Com New (EXPE) | 0.7 | $723k | 4.0k | 180.75 |
