Mudita Advisors as of March 31, 2023
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 15.6 | $18M | 393k | 44.43 | |
| Canadian Natural Resources (CNQ) | 14.6 | $16M | 294k | 55.35 | |
| Black Stone Minerals Com Unit (BSM) | 11.3 | $13M | 802k | 15.69 | |
| Apollo Global Mgmt (APO) | 10.4 | $12M | 184k | 63.16 | |
| Alamos Gold Com Cl A (AGI) | 8.9 | $10M | 814k | 12.23 | |
| Mosaic (MOS) | 7.8 | $8.7M | 189k | 45.88 | |
| Barrick Gold Corp (GOLD) | 6.4 | $7.2M | 385k | 18.57 | |
| Establishment Labs Holdings Ord (ESTA) | 4.9 | $5.5M | 81k | 67.74 | |
| New Gold Inc Cda (NGD) | 3.9 | $4.3M | 3.9M | 1.10 | |
| AMN Healthcare Services (AMN) | 3.6 | $4.1M | 49k | 82.96 | |
| Maxcyte (MXCT) | 2.9 | $3.3M | 663k | 4.95 | |
| Vale S A Sponsored Ads (VALE) | 2.7 | $3.1M | 194k | 15.78 | |
| Warrior Met Coal (HCC) | 2.6 | $2.9M | 78k | 36.71 | |
| Sotera Health (SHC) | 2.3 | $2.5M | 141k | 17.91 | |
| Lamb Weston Hldgs (LW) | 1.1 | $1.2M | 12k | 104.52 | |
| Southwestern Energy Company | 1.0 | $1.1M | 220k | 5.00 |
