Mudita Advisors LLP
CIK 1907809 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- HGV14.91%
- CNQ13.72%
- APO12.92%
- BSM8.43%
- HCC8.29%
- MOS6.34%
- MXCT6.14%
- ABX5.79%
- AGI4.76%
- SHC3.66%
Share classes counted separately84.96%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MXCTWeight increased · +2.97 pp3.17% → 6.14%Shares +490.49K (+35.27%)
- HCCWeight increased · +2.16 pp6.13% → 8.29%Shares +31.50K (+19.16%)
- CNQWeight decreased · -1.94 pp15.66% → 13.72%Shares -30.00K (-9.04%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | HGVHILTON GRAND VACATIONS INC View history and evidence | $21.48M | 14.91% | 534.66K shares | 13.81% → 14.91%+1.10 pp +69.73K (+15.00%) | Added | ↗▾ |
| 02 | CNQCANADIAN NATURAL RESOURCES View history and evidence | $19.77M | 13.72% | 301.75K shares | 15.66% → 13.72%-1.94 pp -30.00K (-9.04%) | Reduced | ↗▾ |
| 03 | APOAPOLLO GLOBAL MANAGEMENT INC View history and evidence | $18.61M | 12.92% | 199.67K shares | 13.46% → 12.92%-0.54 pp -5.80K (-2.82%) | Reduced | ↗▾ |
| 04 | BSMBLACK STONE MINERALS LPCOM UNIT View history and evidence | $12.14M | 8.43% | 760.88K shares | 9.90% → 8.43%-1.47 pp -26.20K (-3.33%) | Reduced | ↗▾ |
| 05 | HCCWARRIOR MET COAL INC View history and evidence | $11.94M | 8.29% | 195.86K shares | 6.13% → 8.29%+2.16 pp +31.50K (+19.16%) | Added | ↗▾ |
| 06 | MOSMOSAIC CO/THE View history and evidence | $9.13M | 6.34% | 255.51K shares | 6.78% → 6.34%-0.44 pp -5.30K (-2.03%) | Reduced | ↗▾ |
| 07 | MXCTMAXCYTE INC View history and evidence | $8.84M | 6.14% | 1.88M shares | 3.17% → 6.14%+2.97 pp +490.49K (+35.27%) | Added | ↗▾ |
| 08 | ABXBARRICK GOLD CORP View history and evidence | $8.35M | 5.79% | 461.31K shares | 4.90% → 5.79%+0.89 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | AGIALAMOS GOLD INC-CLASS ACOM CL A View history and evidence | $6.86M | 4.76% | 509.49K shares | 5.55% → 4.76%-0.79 pp -163.70K (-24.32%) | Reduced | ↗▾ |
| 10 | SHCSOTERA HEALTH CO View history and evidence | $5.28M | 3.66% | 313.13K shares | 3.10% → 3.66%+0.56 pp +30.00K (+10.60%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AMN AMN HEALTHCARE SERVICES INC | Non-derivative | -39,731 | -$3.38M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1907809 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 144060375
}Take these holdings further.
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