Mudita Advisors as of March 31, 2025
Portfolio Holdings for Mudita Advisors
Mudita Advisors holds 17 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 20.7 | $41M | 1.1M | 37.41 | |
| Warrior Met Coal (HCC) | 10.1 | $20M | 417k | 47.72 | |
| Canadian Natural Resources (CNQ) | 9.9 | $20M | 637k | 30.80 | |
| Establishment Labs Holdings Ord (ESTA) | 9.9 | $20M | 479k | 40.80 | |
| Alamos Gold Com Cl A (AGI) | 6.7 | $13M | 497k | 26.74 | |
| Iamgold Corp (IAG) | 6.6 | $13M | 2.1M | 6.25 | |
| Black Stone Minerals Com Unit (BSM) | 5.9 | $12M | 761k | 15.27 | |
| Chesapeake Energy Corp (EXE) | 4.7 | $9.2M | 83k | 111.32 | |
| Maxcyte (MXCT) | 4.6 | $9.1M | 3.3M | 2.73 | |
| Ego (EGO) | 4.4 | $8.7M | 519k | 16.82 | |
| Flutter Entmt SHS (FLUT) | 4.0 | $7.8M | 35k | 221.03 | |
| Kinross Gold Corp (KGC) | 3.0 | $5.9M | 471k | 12.61 | |
| United States Steel Corporation | 2.8 | $5.6M | 132k | 42.26 | |
| Mac Copper Ord Shs (MTAL) | 2.1 | $4.2M | 435k | 9.54 | |
| Barrick Gold Corp (GOLD) | 1.9 | $3.7M | 190k | 19.44 | |
| Nacco Inds Cl A (NC) | 1.5 | $2.9M | 86k | 33.73 | |
| HudBay Minerals (HBM) | 1.4 | $2.7M | 353k | 7.59 |
