Mudita Advisors as of Dec. 31, 2023
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 16 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 14.9 | $22M | 535k | 40.18 | |
| Canadian Natural Resources (CNQ) | 13.7 | $20M | 302k | 65.52 | |
| Apollo Global Mgmt (APO) | 12.9 | $19M | 200k | 93.19 | |
| Black Stone Minerals Com Unit (BSM) | 8.4 | $12M | 761k | 15.96 | |
| Warrior Met Coal (HCC) | 8.3 | $12M | 196k | 60.97 | |
| Mosaic (MOS) | 6.3 | $9.1M | 256k | 35.73 | |
| Maxcyte (MXCT) | 6.1 | $8.8M | 1.9M | 4.70 | |
| Barrick Gold Corp (GOLD) | 5.8 | $8.3M | 461k | 18.09 | |
| Alamos Gold Com Cl A (AGI) | 4.8 | $6.9M | 510k | 13.47 | |
| Sotera Health (SHC) | 3.7 | $5.3M | 313k | 16.85 | |
| Charles River Laboratories (CRL) | 3.4 | $5.0M | 21k | 236.40 | |
| Vale S A Sponsored Ads (VALE) | 2.6 | $3.7M | 234k | 15.86 | |
| Establishment Labs Holdings Ord (ESTA) | 2.6 | $3.7M | 142k | 25.89 | |
| HudBay Minerals (HBM) | 2.5 | $3.5M | 643k | 5.50 | |
| Southwestern Energy Company | 2.1 | $3.0M | 454k | 6.55 | |
| New Gold Inc Cda (NGD) | 1.9 | $2.8M | 1.9M | 1.46 |
