Mudita Advisors LLP Top Holdings and 13F Report (2025) About Mudita Advisors LLPInvestment ActivityMudita Advisors LLP has $178.14 million in total holdings as of December 31, 2024.Mudita Advisors LLP owns shares of 18 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 15.53% of the portfolio was purchased this quarter.About 19.16% of the portfolio was sold this quarter.This quarter, Mudita Advisors LLP has purchased 17 new stocks and bought additional shares in 9 stocks.Mudita Advisors LLP sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Hilton Grand Vacations $37,429,587Warrior Met Coal $21,390,629Establishment Labs $19,096,015Canadian Natural Resources $17,557,127MaxCyte $13,409,373 Largest New Holdings this Quarter United States Steel $4,493,478 HoldingKinross Gold $3,476,250 Holding Largest Purchases this Quarter United States Steel 132,200 shares (about $4.49M)Kinross Gold 375,000 shares (about $3.48M)IAMGOLD 671,405 shares (about $3.47M)Eldorado Gold 222,800 shares (about $3.31M)FLUTTER ENTMT PLC 11,500 shares (about $2.98M) Largest Sales this Quarter Apollo Global Management 139,000 shares (about $22.96M)Charles River Laboratories International 17,100 shares (about $3.16M)NEW GOLD INC CDA 500,000 shares (about $1.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMudita Advisors LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHGVHilton Grand Vacations$37,429,587$1,721,590 ▲4.8%960,96521.0%Consumer DiscretionaryHCCWarrior Met Coal$21,390,629$791,904 ▲3.8%394,37012.0%Oils/EnergyESTAEstablishment Labs$19,096,015$2,750,333 ▲16.8%414,50010.7%MedicalCNQCanadian Natural Resources$17,557,127$1,846,026 ▲11.7%568,7449.9%Oils/EnergyMXCTMaxCyte$13,409,373$291,059 ▲2.2%3,223,4077.5%MedicalBSMBlack Stone Minerals$11,108,8040.0%760,8776.2%Oils/EnergyAGIAlamos Gold$9,169,308$2,540,313 ▲38.3%497,2515.1%Basic MaterialsAPOApollo Global Management$8,186,981$22,957,239 ▼-73.7%49,5704.6%FinanceIAGIAMGOLD$7,614,596$3,467,015 ▲83.6%1,474,6054.3%Basic MaterialsGOLDBarrick Gold$7,150,2280.0%461,3054.0%Basic MaterialsEGOEldorado Gold$4,987,398$3,313,036 ▲197.9%335,4002.8%Basic MaterialsFLUTTER ENTMT PLC$4,842,251$2,976,422 ▲159.5%18,7092.7%SHSXUnited States Steel$4,493,478$4,493,478 ▲New Holding132,2002.5%Basic MaterialsKGCKinross Gold$3,476,250$3,476,250 ▲New Holding375,0002.0%Basic MaterialsMTALMetals Acquisition$3,343,1760.0%314,8001.9%Basic MaterialsCRLCharles River Laboratories International$1,773,452$3,156,660 ▼-64.0%9,6071.0%MedicalHBMHudbay Minerals$1,648,6970.0%203,3050.9%Basic MaterialsNEW GOLD INC CDA$1,459,713$1,240,000 ▼-45.9%588,5940.8%COMSHCSotera Health$0$6,785,694 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
