Mudita Advisors as of June 30, 2024
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 18 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 18.8 | $37M | 907k | 40.43 | |
| Apollo Global Mgmt (APO) | 15.2 | $30M | 252k | 118.07 | |
| Warrior Met Coal (HCC) | 12.2 | $24M | 380k | 62.77 | |
| Canadian Natural Resources (CNQ) | 9.3 | $18M | 509k | 35.60 | |
| Establishment Labs Holdings Ord (ESTA) | 6.9 | $14M | 298k | 45.44 | |
| Black Stone Minerals Com Unit (BSM) | 6.1 | $12M | 761k | 15.67 | |
| Maxcyte (MXCT) | 6.0 | $12M | 3.0M | 3.92 | |
| Barrick Gold Corp (GOLD) | 3.9 | $7.7M | 461k | 16.68 | |
| Charles River Laboratories (CRL) | 3.7 | $7.1M | 35k | 206.58 | |
| Iamgold Corp (IAG) | 3.5 | $6.8M | 1.8M | 3.76 | |
| Alamos Gold Com Cl A (AGI) | 2.9 | $5.6M | 360k | 15.68 | |
| Sotera Health (SHC) | 2.3 | $4.6M | 386k | 11.87 | |
| Metals Acquisition Ord Shs (MTAL) | 2.2 | $4.3M | 315k | 13.69 | |
| Mosaic (MOS) | 2.1 | $4.1M | 143k | 28.90 | |
| New Gold Inc Cda (NGD) | 1.9 | $3.7M | 1.9M | 1.95 | |
| Vale S A Sponsored Ads (VALE) | 1.3 | $2.6M | 234k | 11.17 | |
| HudBay Minerals (HBM) | 0.9 | $1.8M | 203k | 9.05 | |
| Flutter Entmt SHS (FLUT) | 0.7 | $1.3M | 7.2k | 182.85 |
