Mudita Advisors as of Sept. 30, 2024
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 17 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 18.2 | $33M | 917k | 36.32 | |
| Warrior Met Coal (HCC) | 13.3 | $24M | 380k | 63.90 | |
| Apollo Global Mgmt (APO) | 12.9 | $24M | 189k | 124.91 | |
| Canadian Natural Resources (CNQ) | 9.2 | $17M | 509k | 33.21 | |
| Establishment Labs Holdings Ord (ESTA) | 8.4 | $15M | 355k | 43.27 | |
| Maxcyte (MXCT) | 6.7 | $12M | 3.2M | 3.89 | |
| Black Stone Minerals Com Unit (BSM) | 6.3 | $12M | 761k | 15.10 | |
| Barrick Gold Corp (GOLD) | 5.0 | $9.2M | 461k | 19.89 | |
| Alamos Gold Com Cl A (AGI) | 3.9 | $7.2M | 360k | 19.94 | |
| Sotera Health (SHC) | 3.7 | $6.8M | 406k | 16.70 | |
| Charles River Laboratories (CRL) | 2.9 | $5.3M | 27k | 196.97 | |
| Metals Acquisition Ord Shs (MTAL) | 2.4 | $4.4M | 315k | 13.85 | |
| Iamgold Corp (IAG) | 2.3 | $4.2M | 803k | 5.24 | |
| New Gold Inc Cda (NGD) | 1.7 | $3.1M | 1.1M | 2.88 | |
| Ego (EGO) | 1.1 | $2.0M | 113k | 17.37 | |
| HudBay Minerals (HBM) | 1.0 | $1.9M | 203k | 9.20 | |
| Flutter Entmt SHS (FLUT) | 0.9 | $1.7M | 7.2k | 234.98 |
