Mudita Advisors as of Sept. 30, 2023
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 17 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Canadian Natural Resources (CNQ) | 15.7 | $22M | 332k | 64.67 | |
| Hilton Grand Vacations (HGV) | 13.8 | $19M | 465k | 40.70 | |
| Apollo Global Mgmt (APO) | 13.5 | $18M | 206k | 89.76 | |
| Black Stone Minerals Com Unit (BSM) | 9.9 | $14M | 787k | 17.23 | |
| Mosaic (MOS) | 6.8 | $9.3M | 261k | 35.60 | |
| Warrior Met Coal (HCC) | 6.1 | $8.4M | 164k | 51.08 | |
| Alamos Gold Com Cl A (AGI) | 5.5 | $7.6M | 673k | 11.29 | |
| Barrick Gold Corp (GOLD) | 4.9 | $6.7M | 461k | 14.55 | |
| Establishment Labs Holdings Ord (ESTA) | 3.4 | $4.7M | 95k | 49.07 | |
| Maxcyte (MXCT) | 3.2 | $4.3M | 1.4M | 3.12 | |
| Sotera Health (SHC) | 3.1 | $4.2M | 283k | 14.98 | |
| Charles River Laboratories (CRL) | 2.8 | $3.8M | 20k | 195.98 | |
| New Gold Inc Cda (NGD) | 2.7 | $3.8M | 4.1M | 0.91 | |
| AMN Healthcare Services (AMN) | 2.5 | $3.4M | 40k | 85.18 | |
| HudBay Minerals (HBM) | 2.3 | $3.1M | 643k | 4.87 | |
| Southwestern Energy Company (SWN) | 2.0 | $2.7M | 418k | 6.45 | |
| Vale S A Sponsored Ads (VALE) | 1.9 | $2.6M | 194k | 13.40 |
