Mudita Advisors as of June 30, 2023
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 17 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 15.4 | $20M | 442k | 45.44 | |
| Canadian Natural Resources (CNQ) | 14.3 | $19M | 332k | 56.26 | |
| Apollo Global Mgmt (APO) | 12.5 | $16M | 212k | 76.81 | |
| Black Stone Minerals Com Unit (BSM) | 9.6 | $13M | 787k | 15.95 | |
| Mosaic (MOS) | 6.6 | $8.6M | 247k | 35.00 | |
| Alamos Gold Com Cl A (AGI) | 6.1 | $8.0M | 673k | 11.92 | |
| Barrick Gold Corp (GOLD) | 6.0 | $7.8M | 461k | 16.93 | |
| Establishment Labs Holdings Ord (ESTA) | 4.3 | $5.6M | 81k | 68.61 | |
| Warrior Met Coal (HCC) | 3.9 | $5.1M | 131k | 38.95 | |
| Sotera Health (SHC) | 3.6 | $4.7M | 251k | 18.84 | |
| New Gold Inc Cda (NGD) | 3.4 | $4.5M | 4.1M | 1.08 | |
| AMN Healthcare Services (AMN) | 3.1 | $4.0M | 37k | 109.12 | |
| HudBay Minerals (HBM) | 3.0 | $3.9M | 806k | 4.79 | |
| Maxcyte (MXCT) | 2.9 | $3.8M | 830k | 4.59 | |
| Charles River Laboratories (CRL) | 2.4 | $3.2M | 15k | 210.25 | |
| Vale S A Sponsored Ads (VALE) | 2.0 | $2.6M | 194k | 13.42 | |
| Southwestern Energy Company | 1.0 | $1.3M | 220k | 6.01 |
