Mudita Advisors as of March 31, 2022
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 18 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Black Stone Minerals Com Unit (BSM) | 13.1 | $20M | 1.5M | 13.46 | |
| Canadian Natural Resources (CNQ) | 10.9 | $16M | 263k | 61.98 | |
| Hilton Grand Vacations (HGV) | 10.7 | $16M | 307k | 52.01 | |
| Apollo Global Mgmt (APO) | 8.4 | $13M | 202k | 61.99 | |
| Mosaic (MOS) | 8.0 | $12M | 180k | 66.50 | |
| Northrop Grumman Corporation (NOC) | 7.8 | $12M | 26k | 447.24 | |
| AMN Healthcare Services (AMN) | 6.9 | $10M | 99k | 104.32 | |
| Barrick Gold Corp (GOLD) | 6.3 | $9.5M | 385k | 24.53 | |
| Vale S A Sponsored Ads (VALE) | 5.3 | $8.0M | 400k | 19.99 | |
| New Gold Inc Cda (NGD) | 4.7 | $7.1M | 3.9M | 1.80 | |
| Alamos Gold Com Cl A (AGI) | 4.5 | $6.7M | 800k | 8.42 | |
| Establishment Labs Holdings Ord (ESTA) | 3.5 | $5.3M | 78k | 67.39 | |
| Lamb Weston Hldgs (LW) | 2.9 | $4.4M | 73k | 59.91 | |
| Brooks Automation (AZTA) | 2.0 | $3.0M | 36k | 82.89 | |
| Sotera Health (SHC) | 1.7 | $2.5M | 117k | 21.67 | |
| Mag Silver Corp | 1.4 | $2.0M | 125k | 16.17 | |
| Upwork (UPWK) | 1.2 | $1.7M | 75k | 23.25 | |
| Stitch Fix Com Cl A (SFIX) | 0.7 | $1.0M | 100k | 10.07 |
