Mudita Advisors LLP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Mudita Advisors LLP disclosed 17 US equity positions worth $182.7m in its Q3 2024 13F filing. The largest position was HGV at 18.2% of the reported book, followed by HCC and APO.
What did Mudita Advisors LLP own in Q3 2024? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 18.2% | $33.3m | 916,765 | – | |
| 2 | HCC WARRIOR MET COAL INC | Basic Materials | 13.3% | $24.3m | 379,770 | – | |
| 3 | APO APOLLO GLOBAL MGMT INC | Financial Services | 12.9% | $23.6m | 188,570 | – | |
| 4 | CNQ CANADIAN NAT RES LTD | Energy | 9.2% | $16.9m | 508,944 | – | |
| 5 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 8.4% | $15.4m | 354,801 | – | |
| 6 | MXCT MAXCYTE INC | 6.7% | $12.3m | 3,153,441 | – | ||
| 7 | BSM BLACK STONE MINERALS L P | 6.3% | $11.5m | 760,877 | – | ||
| 8 | ABX BARRICK GOLD CORP | Financial Services | 5.0% | $9.2m | 461,305 | – | |
| 9 | AGI ALAMOS GOLD INC NEW | Basic Materials | 3.9% | $7.2m | 359,490 | – | |
| 10 | SHC SOTERA HEALTH CO | Healthcare | 3.7% | $6.8m | 406,329 | – | |
| 11 | CRL CHARLES RIV LABS INTL INC | Healthcare | 2.9% | $5.3m | 26,707 | – | |
| 12 | METALS ACQUISITION LIMITED | 2.4% | $4.4m | 314,800 | – | ||
| 13 | IAG IAMGOLD CORP | Basic Materials | 2.3% | $4.2m | 803,200 | – | |
| 14 | NGDN NEW GOLD INC CDA | 1.7% | $3.1m | 1,088,594 | – | ||
| 15 | EGO ELDORADO GOLD CORP NEW | Basic Materials | 1.1% | $2.0m | 112,600 | – | |
| 16 | HBM HUDBAY MINERALS INC | Basic Materials | 1.0% | $1.9m | 203,305 | – | |
| 17 | FLUTTER ENTMT PLC | 0.9% | $1.7m | 7,209 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.