Mudita Advisors Llp

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001907809

Type: FundHoldings: 17Value: $197.9MLatest: 2025Q1

Mudita Advisors LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 17 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MXCT",
  "IAG",
  "AGI.TO",
  "HBM",
  "HGV",
  "EGO",
  "ESTA",
  "MTAL",
  "NC",
  "KGC",
  "BSM",
  null,
  "X",
  "HCC",
  null,
  "CNQ",
  null
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-19
Total Holdings: 17
Total Value: 197921368
Accession Number: 0001172661-25-002420
Form Type: 13F-HR
CIK: mudita-advisors-llp
Manager Name: Mudita-Advisors-Llp

Data Enrichment

82% identified

14 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

17 positions • $197.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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Hilton Grand Vacations Inc.

HGV|43283X105

Shares:1.1M

Value:$41.1M

% of Portfolio:20.7% ($41.1M/$197.9M)

WARRIOR MET COAL, INC.

HCC|93627C101

Shares:417.2K

Value:$19.9M

% of Portfolio:10.1% ($19.9M/$197.9M)

CANADIAN NATURAL RESOURCES LTD

CNQ|136385101

Shares:637.0K

Value:$19.6M

% of Portfolio:9.9% ($19.6M/$197.9M)

ESTABLISHMENT LABS HOLDINGS INC.

ESTA|G31249108

Shares:479.4K

Value:$19.6M

% of Portfolio:9.9% ($19.6M/$197.9M)

ALAMOS GOLD INC

AGI.TO|011532108

Shares:497.3K

Value:$13.3M

% of Portfolio:6.7% ($13.3M/$197.9M)

IAMGOLD CORP

IAG|450913108

Shares:2.1M

Value:$13.0M

% of Portfolio:6.6% ($13.0M/$197.9M)

Black Stone Minerals, L.P.

BSM|09225M101

Shares:760.9K

Value:$11.6M

% of Portfolio:5.9% ($11.6M/$197.9M)

165167735

Shares:82.9K

Value:$9.2M

% of Portfolio:4.7% ($9.2M/$197.9M)

MAXCYTE, INC.

MXCT|57777K106

Shares:3.3M

Value:$9.1M

% of Portfolio:4.6% ($9.1M/$197.9M)

ELDORADO GOLD CORP /FI

EGO|284902509

Shares:519.4K

Value:$8.7M

% of Portfolio:4.4% ($8.7M/$197.9M)

G3643J108

Shares:35.4K

Value:$7.8M

% of Portfolio:4.0% ($7.8M/$197.9M)

KINROSS GOLD CORP

KGC|496902404

Shares:471.2K

Value:$5.9M

% of Portfolio:3.0% ($5.9M/$197.9M)

UNITED STATES STEEL CORP

X|912909108

Shares:132.2K

Value:$5.6M

% of Portfolio:2.8% ($5.6M/$197.9M)

MAC Copper Ltd

MTAL|G60409110

Shares:435.4K

Value:$4.2M

% of Portfolio:2.1% ($4.2M/$197.9M)

067901108

Shares:190.4K

Value:$3.7M

% of Portfolio:1.9% ($3.7M/$197.9M)

NACCO INDUSTRIES INC

NC|629579103

Shares:86.3K

Value:$2.9M

% of Portfolio:1.5% ($2.9M/$197.9M)

Hudbay Minerals Inc.

HBM|443628102

Shares:353.3K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$197.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Hilton Grand Vacations Inc.(HGVcusip43283X105)	1.1M	QoQ +14.22% (+136.7K) YoY +67.51% (+442.4K)	All Managers (Combined)	$41.1M	20.7% ($41.1M/$197.9M)	QoQ +9.70% (+$3.6M) YoY +32.74% (+$10.1M)
WARRIOR MET COAL, INC.(HCCcusip93627C101)	417.2K	QoQ +5.78% (-22.8K) YoY +37.06% (+112.8K)	All Managers (Combined)	$19.9M	10.1% ($19.9M/$197.9M)	QoQ -6.93% (-$1.5M) YoY +7.75% (+$1.4M)
CANADIAN NATURAL RESOURCES LTD(CNQcusip136385101)	637.0K	QoQ +12.00% (+68.3K) YoY +111.11% (-335.3K)	All Managers (Combined)	$19.6M	9.9% ($19.6M/$197.9M)	QoQ +11.75% (+$2.1M) YoY -14.80% (-$3.4M)
ESTABLISHMENT LABS HOLDINGS INC.(ESTAcusipG31249108)	479.4K	QoQ +15.64% (+64.9K) YoY +160.20% (+295.1K)	All Managers (Combined)	$19.6M	9.9% ($19.6M/$197.9M)	QoQ +2.43% (+$464.2K) YoY +108.60% (+$10.2M)
ALAMOS GOLD INC(AGI.TOcusip011532108)	497.3K	QoQ 0.00% (+0) YoY +38.32% (+137.8K)	All Managers (Combined)	$13.3M	6.7% ($13.3M/$197.9M)	QoQ +45.01% (+$4.1M) YoY +150.75% (+$8.0M)
IAMGOLD CORP(IAGcusip450913108)	2.1M	QoQ +41.14% (+606.8K) YoY NEW(+2.1M)	All Managers (Combined)	$13.0M	6.6% ($13.0M/$197.9M)	QoQ +70.75% (+$5.4M) YoY NEW(+$13.0M)
Black Stone Minerals, L.P.(BSMcusip09225M101)	760.9K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$11.6M	5.9% ($11.6M/$197.9M)	QoQ +4.58% (+$509.8K) YoY -4.44% (-$540.2K)
(cusip165167735)✕	82.9K	QoQ NEW(+82.9K) YoY NEW(+82.9K)	All Managers (Combined)	$9.2M	4.7% ($9.2M/$197.9M)	QoQ NEW(+$9.2M) YoY NEW(+$9.2M)
MAXCYTE, INC.(MXCTcusip57777K106)	3.3M	QoQ +3.25% (-105.0K) YoY +46.28% (-1.1M)	All Managers (Combined)	$9.1M	4.6% ($9.1M/$197.9M)	QoQ -32.23% (-$4.3M) YoY -4.69% (-$447.2K)
ELDORADO GOLD CORP /FI(EGOcusip284902509)	519.4K	QoQ +54.85% (+184.0K) YoY NEW(+519.4K)	All Managers (Combined)	$8.7M	4.4% ($8.7M/$197.9M)	QoQ +75.16% (+$3.7M) YoY NEW(+$8.7M)
(cusipG3643J108)✕	35.4K	QoQ +89.26% (+16.7K) YoY NEW(+35.4K)	All Managers (Combined)	$7.8M	4.0% ($7.8M/$197.9M)	QoQ +61.62% (+$3.0M) YoY NEW(+$7.8M)
KINROSS GOLD CORP(KGCcusip496902404)	471.2K	QoQ +25.65% (+96.2K) YoY NEW(+471.2K)	All Managers (Combined)	$5.9M	3.0% ($5.9M/$197.9M)	QoQ +70.92% (+$2.5M) YoY NEW(+$5.9M)
UNITED STATES STEEL CORP(Xcusip912909108)	132.2K	QoQ 0.00% (+0) YoY NEW(+132.2K)	All Managers (Combined)	$5.6M	2.8% ($5.6M/$197.9M)	QoQ +24.33% (+$1.1M) YoY NEW(+$5.6M)
MAC Copper Ltd(MTALcusipG60409110)	435.4K	QoQ +38.31% (+120.6K) YoY NEW(+435.4K)	All Managers (Combined)	$4.2M	2.1% ($4.2M/$197.9M)	QoQ +24.24% (+$810.5K) YoY NEW(+$4.2M)
(cusip067901108)✕	190.4K	QoQ -58.72% (-270.9K) YoY -58.72% (-270.9K)	All Managers (Combined)	$3.7M	1.9% ($3.7M/$197.9M)	QoQ -48.23% (-$3.4M) YoY -51.77% (-$4.0M)
NACCO INDUSTRIES INC(NCcusip629579103)	86.3K	QoQ NEW(+86.3K) YoY NEW(+86.3K)	All Managers (Combined)	$2.9M	1.5% ($2.9M/$197.9M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
Hudbay Minerals Inc.(HBMcusip443628102)	353.3K	QoQ +73.78% (+150.0K) YoY +146.54% (+210.0K)	All Managers (Combined)	$2.7M	1.4% ($2.7M/$197.9M)	QoQ +62.56% (+$1.0M) YoY +167.22% (+$1.7M)