13F HOLDINGS REPORT
Mudita Advisors LLP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000917
Total Value
$178.1M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 960,965 | $37.4M | 21.01% |
| 2 | WARRIOR MET COAL INC | HCC | 394,370 | $21.4M | 12.01% |
| 3 | ESTABLISHMENT LABS HLDGS INC | ESTA | 414,500 | $19.1M | 10.72% |
| 4 | CANADIAN NAT RES LTD | 136385101 | 568,744 | $17.6M | 9.86% |
| 5 | MAXCYTE INC | MXCT | 3,223,407 | $13.4M | 7.53% |
| 6 | BLACK STONE MINERALS L P | BSMLP | 760,877 | $11.1M | 6.24% |
| 7 | ALAMOS GOLD INC NEW | AGI | 497,251 | $9.2M | 5.15% |
| 8 | APOLLO GLOBAL MGMT INC | 03769M106 | 49,570 | $8.2M | 4.60% |
| 9 | IAMGOLD CORP | IAG | 1,474,605 | $7.6M | 4.27% |
| 10 | BARRICK GOLD CORP | 067901108 | 461,305 | $7.2M | 4.01% |
| 11 | ELDORADO GOLD CORP NEW | 284902509 | 335,400 | $5.0M | 2.80% |
| 12 | FLUTTER ENTMT PLC | G3643J108 | 18,709 | $4.8M | 2.72% |
| 13 | UNITED STATES STL CORP NEW | UNTCW | 132,200 | $4.5M | 2.52% |
| 14 | KINROSS GOLD CORP | KGCRF | 375,000 | $3.5M | 1.95% |
| 15 | MAC COPPER LIMITED | G60409110 | 314,800 | $3.3M | 1.88% |
| 16 | CHARLES RIV LABS INTL INC | 159864107 | 9,607 | $1.8M | 1.00% |
| 17 | HUDBAY MINERALS INC | HBM | 203,305 | $1.6M | 0.93% |
| 18 | NEW GOLD INC CDA | 644535106 | 588,594 | $1.5M | 0.82% |