Mudita Advisors LLP
CIK 1907809 · Holdings on Mar 31, 2024 · First reported May 14, 2024
Top ten holdings
Q1 2024- HGV18.42%
- APO13.86%
- CNQ13.71%
- HCC11.00%
- BSM7.24%
- MXCT5.68%
- ESTA5.58%
- ABX4.57%
- MOS4.21%
- CRL3.87%
Share classes counted separately88.14%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- HGVWeight increased · +3.51 pp14.91% → 18.42%Shares +120.60K (+22.56%)
- ESTAWeight increased · +3.02 pp2.56% → 5.58%Shares +41.82K (+29.37%)
- HCCWeight increased · +2.71 pp8.29% → 11.00%Shares +108.50K (+55.40%)
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 | $30.94M | 18.42% | 655.26K shares | 14.91% → 18.42%+3.51 pp +120.60K (+22.56%) | Added | ↗▾ |
| 02 | APOAPOLLO GLOBAL MANAGEMENT INC View history and evidence | $23.29M | 13.86% | 207.07K shares | 12.92% → 13.86%+0.94 pp +7.40K (+3.71%) | Added | ↗▾ |
| 03 | CNQCANADIAN NATURAL RESOURCES View history and evidence | $23.03M | 13.71% | 301.75K shares | 13.72% → 13.71%-0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | HCCWARRIOR MET COAL INC View history and evidence | $18.47M | 11.00% | 304.36K shares | 8.29% → 11.00%+2.71 pp +108.50K (+55.40%) | Added | ↗▾ |
| 05 | BSMBLACK STONE MINERALS LPCOM UNIT View history and evidence | $12.16M | 7.24% | 760.88K shares | 8.43% → 7.24%-1.19 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | MXCTMAXCYTE INC View history and evidence | $9.53M | 5.68% | 2.28M shares | 6.14% → 5.68%-0.46 pp +394.03K (+20.94%) | Added | ↗▾ |
| 07 | ESTAESTABLISHMENT LABS HOLDINGS View history and evidence | $9.38M | 5.58% | 184.22K shares | 2.56% → 5.58%+3.02 pp +41.82K (+29.37%) | Added | ↗▾ |
| 08 | ABXBARRICK GOLD CORP View history and evidence | $7.68M | 4.57% | 461.31K shares | 5.79% → 4.57%-1.22 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | MOSMOSAIC CO/THE View history and evidence | $7.07M | 4.21% | 217.81K shares | 6.34% → 4.21%-2.13 pp -37.70K (-14.75%) | Reduced | ↗▾ |
| 10 | CRLCHARLES RIVER LABORATORIES View history and evidence | $6.50M | 3.87% | 24.00K shares | 3.45% → 3.87%+0.42 pp +3.00K (+14.29%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1907809 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 167946533
}Take these holdings further.
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