Mudita Advisors as of Dec. 31, 2024
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 18 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Hilton Grand Vacations (HGV) | 21.0 | $37M | 961k | 38.95 | |
Warrior Met Coal (HCC) | 12.0 | $21M | 394k | 54.24 | |
Establishment Labs Holdings Ord (ESTA) | 10.7 | $19M | 415k | 46.07 | |
Canadian Natural Resources (CNQ) | 9.9 | $18M | 569k | 30.87 | |
Maxcyte (MXCT) | 7.5 | $13M | 3.2M | 4.16 | |
Black Stone Minerals Com Unit (BSM) | 6.2 | $11M | 761k | 14.60 | |
Alamos Gold Com Cl A (AGI) | 5.1 | $9.2M | 497k | 18.44 | |
Apollo Global Mgmt (APO) | 4.6 | $8.2M | 50k | 165.16 | |
Iamgold Corp (IAG) | 4.3 | $7.6M | 1.5M | 5.16 | |
Barrick Gold Corp (GOLD) | 4.0 | $7.2M | 461k | 15.50 | |
Ego (EGO) | 2.8 | $5.0M | 335k | 14.87 | |
Flutter Entmt SHS (FLUT) | 2.7 | $4.8M | 19k | 258.82 | |
United States Steel Corporation | 2.5 | $4.5M | 132k | 33.99 | |
Kinross Gold Corp (KGC) | 2.0 | $3.5M | 375k | 9.27 | |
Mac Copper Ord Shs (MTAL) | 1.9 | $3.3M | 315k | 10.62 | |
Charles River Laboratories (CRL) | 1.0 | $1.8M | 9.6k | 184.60 | |
HudBay Minerals (HBM) | 0.9 | $1.6M | 203k | 8.11 | |
New Gold Inc Cda (NGD) | 0.8 | $1.5M | 589k | 2.48 |