MA

Mudita Advisors LLP

13F
Mudita Advisors LLP
Last update 2025-02-14 18 Stocks (2 new)
Value $178.00 Mil Turnover 16 %
Countries:
Top Holdings: HGV(21.01%)HCC(12.01%)ESTA(10.72%)CNQ(9.86%)MXCT(7.53%)
Summary Stock Picks Current Portfolio
Mudita Advisors LLP Top Holdings of 2024-12-31 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
960,965
37,429.6
+4.82%
21.010
+0.97%
0.980
-6.50%
+0.05%
3,572.2
Travel & Leisure
HCC 		Warrior Met Coal Inc
394,370
21,390.6
+3.84%
12.010
+0.44%
0.750
-13.21%
-16.14%
2,382.5
Steel
ESTA 		Establishment Labs Holdings Inc
414,500
19,096.0
+16.83%
10.720
+1.54%
1.440
+18.98%
-26.37%
980.6
Medical Devices & Instruments
CNQ 		Canadian Natural Resources Ltd
568,744
17,557.1
+11.75%
9.860
+1.04%
0.030
+1.78%
+0.16%
63,925.8
Oil & Gas
MXCT 		MaxCyte Inc
3,223,407
13,409.4
+2.22%
7.530
+0.16%
3.060
-46.36%
-43.39%
253.3
Medical Devices & Instruments
BSM 		Black Stone Minerals LP
760,877
11,108.8
0%
6.240
0%
0.360
-2.12%
-0.99%
2,901.5
Oil & Gas
AGI 		Alamos Gold Inc
497,251
9,169.3
+38.32%
5.150
+1.43%
0.120
+22.08%
+46.84%
11,394.0
Metals & Mining
APO 		Apollo Global Management Inc
49,570
8,187.0
-73.71%
4.600
-9.50%
0.010
-18.73%
-19.57%
75,700.1
Asset Management
IAG 		Iamgold Corp
1,474,605
7,614.6
+83.59%
4.270
+1.94%
0.260
+9.36%
+35.85%
4,038.3
Metals & Mining
B 		Barrick Gold Corp
461,305
7,150.2
0%
4.010
0%
0.030
+14.85%
+26.26%
33,446.8
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
APO 		Apollo Global Management Inc2024-12-31Reduce
-9.50%
●
131.36 ($158.83) 178.61
$132.46
-16.60%
Reduce -73.71%
49,570
-139,000
SHC 		Sotera Health Co2024-12-31Sold Out
-3.71%
●
12.41 ($14.47) 16.11
$13.13
-9.26%
Sold Out
0
-406,329
X 		United States Steel Corp2024-12-31New Buy
+2.52%
●
30.14 ($36.94) 42.31
$42.43
14.86%
New holding
132,200
132,200
KGC 		Kinross Gold Corp2024-12-31New Buy
+1.95%
●
9.03 ($9.86) 10.75
$15.06
52.74%
New holding
375,000
375,000
IAG 		Iamgold Corp2024-12-31Add
+1.94%
●
4.54 ($5.34) 6.15
$7.01
31.27%
Add 83.59%
1,474,605
671,405
EGO 		Eldorado Gold Corp2024-12-31Add
+1.86%
●
14.7 ($16.49) 18.66
$19.67
19.28%
Add 197.87%
335,400
222,800
CRL 		Charles River Laboratories International Inc2024-12-31Reduce
-1.84%
●
178.58 ($192.61) 220.69
$138.79
-27.94%
Reduce -64.03%
9,607
-17,100
FLUT 		Flutter Entertainment PLC2024-12-31Add
+1.67%
●
219.5 ($252.72) 282.64
$234.47
-7.22%
Add 159.52%
18,709
11,500
ESTA 		Establishment Labs Holdings Inc2024-12-31Add
+1.54%
●
37.51 ($43.64) 48.81
$33.92
-22.27%
Add 16.83%
414,500
59,699
AGI 		Alamos Gold Inc2024-12-31Add
+1.43%
●
17.54 ($19.32) 21.38
$27.05
40.01%
Add 38.32%
497,251
137,761

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 2024-12-31

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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