Mudita Advisors as of March 31, 2024
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 16 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 18.4 | $31M | 655k | 47.21 | |
| Apollo Global Mgmt (APO) | 13.9 | $23M | 207k | 112.45 | |
| Canadian Natural Resources (CNQ) | 13.7 | $23M | 302k | 76.32 | |
| Warrior Met Coal (HCC) | 11.0 | $19M | 304k | 60.70 | |
| Black Stone Minerals Com Unit (BSM) | 7.2 | $12M | 761k | 15.98 | |
| Maxcyte (MXCT) | 5.7 | $9.5M | 2.3M | 4.19 | |
| Establishment Labs Holdings Ord (ESTA) | 5.6 | $9.4M | 184k | 50.90 | |
| Barrick Gold Corp (GOLD) | 4.6 | $7.7M | 461k | 16.64 | |
| Mosaic (MOS) | 4.2 | $7.1M | 218k | 32.46 | |
| Charles River Laboratories (CRL) | 3.9 | $6.5M | 24k | 270.95 | |
| Alamos Gold Com Cl A (AGI) | 3.2 | $5.3M | 360k | 14.75 | |
| Sotera Health (SHC) | 2.8 | $4.6M | 386k | 12.01 | |
| New Gold Inc Cda (NGD) | 1.9 | $3.2M | 1.9M | 1.70 | |
| Southwestern Energy Company | 1.7 | $2.9M | 378k | 7.58 | |
| Vale S A Sponsored Ads (VALE) | 1.7 | $2.9M | 234k | 12.19 | |
| HudBay Minerals (HBM) | 0.6 | $1.0M | 143k | 7.00 |
