Mudita Advisors as of Dec. 31, 2022
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 18 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Black Stone Minerals Com Unit (BSM) | 18.9 | $22M | 1.3M | 16.87 | |
| Canadian Natural Resources (CNQ) | 13.7 | $16M | 283k | 55.53 | |
| Hilton Grand Vacations (HGV) | 13.2 | $15M | 393k | 38.54 | |
| Apollo Global Mgmt (APO) | 8.3 | $9.5M | 148k | 63.79 | |
| Alamos Gold Com Cl A (AGI) | 7.1 | $8.1M | 800k | 10.11 | |
| Mosaic (MOS) | 6.9 | $7.9M | 180k | 43.87 | |
| Barrick Gold Corp (GOLD) | 5.8 | $6.6M | 385k | 17.18 | |
| Establishment Labs Holdings Ord (ESTA) | 4.5 | $5.1M | 78k | 65.65 | |
| AMN Healthcare Services (AMN) | 4.4 | $5.0M | 49k | 102.82 | |
| Lamb Weston Hldgs (LW) | 3.6 | $4.1M | 46k | 89.36 | |
| New Gold Inc Cda (NGD) | 3.4 | $3.8M | 3.9M | 0.98 | |
| Vale S A Sponsored Ads (VALE) | 2.9 | $3.3M | 194k | 16.97 | |
| Southwestern Energy Company (SWN) | 2.2 | $2.5M | 434k | 5.85 | |
| Mag Silver Corp (MAG) | 1.7 | $2.0M | 125k | 15.63 | |
| Upwork (UPWK) | 1.2 | $1.4M | 136k | 10.44 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 1.0 | $1.2M | 22k | 54.33 | |
| Sotera Health (SHC) | 0.8 | $972k | 117k | 8.33 | |
| Maxcyte (MXCT) | 0.4 | $493k | 90k | 5.46 |
