Mudita Advisors as of June 30, 2022
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 18 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Black Stone Minerals Com Unit (BSM) | 16.0 | $20M | 1.5M | 13.69 | |
| Canadian Natural Resources (CNQ) | 11.4 | $14M | 263k | 53.68 | |
| Hilton Grand Vacations (HGV) | 10.2 | $13M | 353k | 35.73 | |
| Apollo Global Mgmt (APO) | 7.9 | $9.8M | 202k | 48.48 | |
| Northrop Grumman Corporation (NOC) | 7.3 | $9.1M | 19k | 478.53 | |
| AMN Healthcare Services (AMN) | 6.9 | $8.6M | 79k | 109.70 | |
| Mosaic (MOS) | 6.9 | $8.5M | 180k | 47.23 | |
| Barrick Gold Corp (GOLD) | 5.5 | $6.8M | 385k | 17.69 | |
| Vale S A Sponsored Ads (VALE) | 4.7 | $5.9M | 400k | 14.63 | |
| Alamos Gold Com Cl A (AGI) | 4.5 | $5.6M | 800k | 7.02 | |
| Lamb Weston Hldgs (LW) | 4.2 | $5.2M | 73k | 71.46 | |
| Establishment Labs Holdings Ord (ESTA) | 3.4 | $4.3M | 78k | 54.38 | |
| New Gold Inc Cda (NGD) | 3.4 | $4.2M | 3.9M | 1.07 | |
| Upwork (UPWK) | 2.3 | $2.8M | 136k | 20.68 | |
| Brooks Automation (AZTA) | 2.1 | $2.6M | 36k | 72.11 | |
| Sotera Health (SHC) | 1.8 | $2.3M | 117k | 19.59 | |
| Mag Silver Corp (MAG) | 1.2 | $1.5M | 125k | 12.17 | |
| Stitch Fix Com Cl A (SFIX) | 0.4 | $494k | 100k | 4.94 |
