Mudita Advisors LLP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MA Mudita Advisors LLP | Institutional Filer | ▲ 5.91% | $490.1M | 28 |
Current Portfolio Holdings
Showing all 28 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | HGV | Hilton Grand Vacations Inc. | Consumer Cyclical | 2.8M | $108.7M | 22.18% |
| 2 | IAG | IAMGOLD Corporation | Basic Materials | 2.4M | $44.7M | 9.12% |
| 3 | ESTA | Establishment Labs Holdings Inc. | Healthcare | 765K | $43.4M | 8.86% |
| 4 | MGM | MGM Resorts International | Consumer Cyclical | 946K | $35.0M | 7.14% |
| 5 | DAR | Darling Ingredients Inc. | Consumer Defensive | 425K | $26.3M | 5.36% |
| 6 | CNQ | Canadian Natural Resources Limited | Energy | 532K | $25.9M | 5.29% |
| 7 | ORLA | Orla Mining Ltd. | Basic Materials | 1.3M | $21.2M | 4.34% |
| 8 | APPN | Appian Corporation | Technology | 839K | $20.2M | 4.13% |
| 9 | AGI | Alamos Gold Inc. | Basic Materials | 449K | $20.0M | 4.07% |
| 10 | HCC | Warrior Met Coal, Inc. | Energy | 174K | $16.2M | 3.31% |
| 11 | CNR | Core Natural Resources, Inc. | Energy | 144K | $15.1M | 3.09% |
| 12 | EXE | Expand Energy Corporation | Energy | 124K | $13.6M | 2.77% |
| 13 | TGB | Taseko Mines Limited | Basic Materials | 2.1M | $13.2M | 2.70% |
| 14 | FLUT | Flutter Entertainment plc | Consumer Cyclical | 117K | $11.9M | 2.43% |
| 15 | BSM | Black Stone Minerals, L.P. | Energy | 761K | $11.5M | 2.35% |
Showing 1 to 15 of 28 holdings