13F HOLDINGS REPORT
Mudita Advisors LLP
Quarter ended Q1 2025 · Filed May 19, 2025 · Accession 0001172661-25-002420
Total Value
$197.9M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 1,097,665 | $41.1M | 20.75% |
| 2 | WARRIOR MET COAL INC | HCC | 417,165 | $19.9M | 10.06% |
| 3 | CANADIAN NAT RES LTD | 136385101 | 637,044 | $19.6M | 9.91% |
| 4 | ESTABLISHMENT LABS HLDGS INC | ESTA | 479,359 | $19.6M | 9.88% |
| 5 | ALAMOS GOLD INC NEW | AGI | 497,251 | $13.3M | 6.72% |
| 6 | IAMGOLD CORP | IAG | 2,081,400 | $13.0M | 6.57% |
| 7 | BLACK STONE MINERALS L P | BSMLP | 760,877 | $11.6M | 5.87% |
| 8 | EXPAND ENERGY CORPORATION | EXE | 82,900 | $9.2M | 4.66% |
| 9 | MAXCYTE INC | MXCT | 3,328,441 | $9.1M | 4.59% |
| 10 | ELDORADO GOLD CORP NEW | 284902509 | 519,400 | $8.7M | 4.41% |
| 11 | FLUTTER ENTMT PLC | G3643J108 | 35,409 | $7.8M | 3.95% |
| 12 | KINROSS GOLD CORP | KGCRF | 471,200 | $5.9M | 3.00% |
| 13 | UNITED STATES STL CORP NEW | UNTCW | 132,200 | $5.6M | 2.82% |
| 14 | MAC COPPER LIMITED | G60409110 | 435,400 | $4.2M | 2.10% |
| 15 | BARRICK GOLD CORP | 067901108 | 190,405 | $3.7M | 1.87% |
| 16 | NACCO INDS INC | 629579103 | 86,281 | $2.9M | 1.47% |
| 17 | HUDBAY MINERALS INC | HBM | 353,305 | $2.7M | 1.35% |