MA

Mudita Advisors LLP

13F
Mudita Advisors LLP
Last update 2025-05-19 17 Stocks (2 new)
Value $198.00 Mil Turnover 19 %
Countries:
Top Holdings: HGV(20.75%)HCC(10.06%)CNQ(9.91%)ESTA(9.88%)AGI(6.72%)
Summary Stock Picks Current Portfolio
Mudita Advisors LLP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HGV
Hilton Grand Vacations Inc
1,097,665
41,063.7
+14.23%
20.750
+2.58%
1.200
+51.56%
+31.32%
4,688.7
Travel & Leisure
HCC
Warrior Met Coal Inc
417,165
19,907.1
+5.78%
10.060
+0.55%
0.790
+20.14%
+9.41%
3,108.4
Steel
CNQ
Canadian Natural Resources Ltd
637,044
19,621.0
+12.01%
9.910
+1.06%
0.030
+9.89%
+4.44%
65,664.7
Oil & Gas
ESTA
Establishment Labs Holdings Inc
479,359
19,560.2
+15.65%
9.880
+1.34%
1.660
+45.00%
-6.27%
1,248.6
Medical Devices & Instruments
AGI
Alamos Gold Inc
497,251
13,296.5
0%
6.720
0%
0.120
-5.80%
+42.47%
11,016.7
Metals & Mining
IAG
Iamgold Corp
2,081,400
13,002.5
+41.15%
6.570
+1.92%
0.360
+0.83%
+41.09%
4,175.8
Metals & Mining
BSM
Black Stone Minerals LP
760,877
11,618.6
0%
5.870
0%
0.360
-12.38%
-10.95%
2,609.5
Oil & Gas
EXE
Expand Energy Corp
82,900
9,228.4
New Holding
4.660
+4.66%
0.030
-5.54%
+0.23%
23,488.6
Oil & Gas
MXCT
MaxCyte Inc
3,328,441
9,086.6
+3.26%
4.590
+0.14%
3.130
-17.08%
-43.99%
247.7
Medical Devices & Instruments
EGO
Eldorado Gold Corp
519,400
8,736.3
+54.86%
4.410
+1.56%
0.250
+9.82%
+40.69%
4,295.0
Metals & Mining

Mudita Advisors LLP's Historical Top Holdings Breakdowns

Mudita Advisors LLP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EXE
Expand Energy Corp
2025-03-31
New Buy
New Buy
+4.66%
●
96.03 ($104.03) 111.32
$98.70
-5.12%
New holding
82,900
82,900
APO
Apollo Global Management Inc
2025-03-31
Sold Out
Sold Out
-4.60%
●
126.01 ($153.77) 172.06
$151.85
-1.25%
Sold Out
0
-49,570
HGV
Hilton Grand Vacations Inc
2025-03-31
Add
Add
+2.58%
●
33.7 ($39.87) 43.19
$51.15
28.29%
Add 14.23%
1,097,665
136,700
B
Barrick Mining Corp
2025-03-31
Reduce
Reduce
-2.35%
●
15.45 ($17.52) 19.56
$21.61
23.34%
Reduce -58.72%
190,405
-270,900
IAG
Iamgold Corp
2025-03-31
Add
Add
+1.92%
●
5.11 ($5.91) 6.61
$7.28
23.18%
Add 41.15%
2,081,400
606,795
FLUT
Flutter Entertainment PLC
2025-03-31
Add
Add
+1.86%
●
221.55 ($259.01) 298.81
$305.48
17.94%
Add 89.26%
35,409
16,700
EGO
Eldorado Gold Corp
2025-03-31
Add
Add
+1.56%
●
13.41 ($15.02) 16.82
$20.92
39.28%
Add 54.86%
519,400
184,000
NC
NACCO Industries Inc
2025-03-31
New Buy
New Buy
+1.47%
●
30 ($32.25) 34.67
$40.66
26.08%
New holding
86,281
86,281
ESTA
Establishment Labs Holdings Inc
2025-03-31
Add
Add
+1.34%
●
28.51 ($37.28) 47.28
$43.18
15.83%
Add 15.65%
479,359
64,859
CNQ
Canadian Natural Resources Ltd
2025-03-31
Add
Add
+1.06%
●
26.72 ($30.31) 32.74
$31.40
3.60%
Add 12.01%
637,044
68,300

Mudita Advisors LLP Total Holding History ($B)

To

Mudita Advisors LLP's Asset Allocation

To

Mudita Advisors LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mudita Advisors LLP's Hypothetical Growth since 2025-03-31

Mudita Advisors LLP's Yearly Returns

Year Portfolio % % Excess Gain %

Mudita Advisors LLP's Holdings Heat Map

Size field:

Mudita Advisors LLP's Holdings Bubble Chart

Mudita Advisors LLP News

  • 1

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