Mudita Advisors LLP Top Holdings and 13F Report (2025) About Mudita Advisors LLPInvestment ActivityMudita Advisors LLP has $197.92 million in total holdings as of March 31, 2025.Mudita Advisors LLP owns shares of 17 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 18.92% of the portfolio was purchased this quarter.About 8.43% of the portfolio was sold this quarter.This quarter, Mudita Advisors LLP has purchased 18 new stocks and bought additional shares in 11 stocks.Mudita Advisors LLP sold shares of 1 stock and completely divested from 3 stocks this quarter.Largest Holdings Hilton Grand Vacations $41,063,648Warrior Met Coal $19,907,114Canadian Natural Resources $19,620,955Establishment Labs $19,560,244Alamos Gold $13,296,492 Largest New Holdings this Quarter 165167735 - Chesapeake Energy $9,228,428 Holding629579103 - NACCO Industries $2,910,258 Holding Largest Purchases this Quarter Chesapeake Energy 82,900 shares (about $9.23M)Hilton Grand Vacations 136,700 shares (about $5.11M)IAMGOLD 606,795 shares (about $3.79M)FLUTTER ENTMT PLC 16,700 shares (about $3.69M)Eldorado Gold 184,000 shares (about $3.09M) Largest Sales this Quarter BARRICK GOLD CORP 270,900 shares (about $5.27M) 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$41,063,648$5,113,947 ▲14.2%1,097,66520.7%Consumer DiscretionaryHCCWarrior Met Coal$19,907,114$1,087,777 ▲5.8%417,16510.1%EnergyCNQCanadian Natural Resources$19,620,955$2,103,640 ▲12.0%637,0449.9%EnergyESTAEstablishment Labs$19,560,244$2,646,571 ▲15.6%479,3599.9%MedicalAGIAlamos Gold$13,296,4920.0%497,2516.7%Basic MaterialsIAGIAMGOLD$13,002,458$3,790,634 ▲41.1%2,081,4006.6%Basic MaterialsBSMBlack Stone Minerals$11,618,5920.0%760,8775.9%EnergyCHKChesapeake Energy$9,228,428$9,228,428 ▲New Holding82,9004.7%EnergyMXCTMaxCyte$9,086,644$286,743 ▲3.3%3,328,4414.6%MedicalEGOEldorado Gold$8,736,308$3,094,880 ▲54.9%519,4004.4%Basic MaterialsFLUTTER ENTMT PLC$7,826,282$3,691,121 ▲89.3%35,4094.0%SHSKGCKinross Gold$5,941,832$1,213,082 ▲25.7%471,2003.0%Basic MaterialsXUnited States Steel$5,586,7720.0%132,2002.8%Basic MaterialsMTALMetals Acquisition$4,153,716$1,150,524 ▲38.3%435,4002.1%Basic MaterialsBARRICK GOLD CORP$3,701,473$5,266,296 ▼-58.7%190,4051.9%COMNCNACCO Industries$2,910,258$2,910,258 ▲New Holding86,2811.5%EnergyHBMHudbay Minerals$2,680,152$1,137,892 ▲73.8%353,3051.4%Basic MaterialsAPOApollo Global Management$0$8,186,981 ▼-100.0%00.0%FinanceCRLCharles River Laboratories International$0$1,773,452 ▼-100.0%00.0%MedicalNEW GOLD INC CDA$0$1,459,713 ▼-100.0%00.0%COMShowing 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.
