HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 HILTON GRAND VACATIONS INC |
534,665 | +69,734 | $21,483 |
| HGV | 534,665 | +69,734 | $21,483 |
| CANADIAN NAT RES LTD |
301,752 | -30,000 | $19,771 |
| CNQ | 301,752 | -30,000 | $19,771 |
| APOLLO GLOBAL MGMT INC |
199,670 | -5,800 | $18,607 |
| APO | 199,670 | -5,800 | $18,607 |
| BLACK STONE MINERALS L P |
760,877 | -26,200 | $12,144 |
| BSM | 760,877 | -26,200 | $12,144 |
| WARRIOR MET COAL INC |
195,862 | +31,498 | $11,942 |
| HCC | 195,862 | +31,498 | $11,942 |
| MOSAIC CO NEW |
255,512 | -5,300 | $9,129 |
| MOS | 255,512 | -5,300 | $9,129 |
| MAXCYTE INC |
1,881,349 | +490,491 | $8,842 |
| MXCT | 1,881,349 | +490,491 | $8,842 |
| BARRICK GOLD CORP |
461,305 | UNCH | $8,345 |
| GOLD | 461,305 | UNCH | $8,345 |
| ALAMOS GOLD INC NEW |
509,490 | -163,700 | $6,863 |
| AGI | 509,490 | -163,700 | $6,863 |
| SOTERA HEALTH CO |
313,129 | +30,000 | $5,276 |
| SHC | 313,129 | +30,000 | $5,276 |
| CHARLES RIV LABS INTL INC |
21,000 | +1,500 | $4,964 |
| CRL | 21,000 | +1,500 | $4,964 |
| VALE S A |
234,100 | +40,000 | $3,713 |
| VALE | 234,100 | +40,000 | $3,713 |
| ESTABLISHMENT LABS HLDGS INC |
142,400 | +47,284 | $3,687 |
| ESTA | 142,400 | +47,284 | $3,687 |
| HUDBAY MINERALS INC |
643,305 | UNCH | $3,539 |
| HBM | 643,305 | UNCH | $3,539 |
| SOUTHWESTERN ENERGY CO |
454,100 | +36,600 | $2,974 |
| SWN | 454,100 | +36,600 | $2,974 |
| NEW GOLD INC CDA |
1,904,494 | -2,222,900 | $2,781 |
| NGD | 1,904,494 | -2,222,900 | $2,781 |
 AMN HEALTHCARE SVCS INC |
0 | -39,731 | $0 (exited) |
| AMN | 0 | -39,731 | $0 |
See Summary: Mudita Advisors LLP Top Holdings
See Details: Top 10 Stocks Held By Mudita Advisors LLP
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| AMN | -39,731 | -$3,384 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| MXCT | +490,491 | +$4,503 |
| HGV | +69,734 | +$2,560 |
| ESTA | +47,284 | -$980 |
| VALE | +40,000 | +$1,112 |
| SWN | +36,600 | +$281 |
| HCC | +31,498 | +$3,546 |
| SHC | +30,000 | +$1,035 |
| CRL | +1,500 | +$1,142 |
| GOLD | UNCH | +$1,633 |
| HBM | UNCH | +$408 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| NGD | -2,222,900 | -$975 |
| AGI | -163,700 | -$737 |
| CNQ | -30,000 | -$1,683 |
| BSM | -26,200 | -$1,417 |
| APO | -5,800 | +$164 |
| MOS | -5,300 | -$156 |
|
Size ($ in 1000's)
At 12/31/2023: $144,060 At 09/30/2023: $137,008 Mudita Advisors LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mudita Advisors LLP 13F filings. Link to 13F filings: SEC filings |
