Fund HoldingsMudita Advisors LLP

Total Portfolio Value
$137.01M
Total Bought
$9.72M
Total Sold
$2.89M
Net Transaction
+$6.84M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
WARRIOR MET COAL INC(HCC)130,664164,364+33,7005,0898,3966.13%+3,306
CANADIAN NAT RES LTD(CNQ)331,752331,752018,66421,45415.66%+2,790
APOLLO GLOBAL MGMT INC(APO)212,070205,470-6,60016,28918,44313.46%+2,154
SOUTHWESTERN ENERGY CO220,100417,500+197,4001,3232,6931.97%+1,370
BLACK STONE MINERALS L P(BSM)787,077787,077012,55413,5619.90%+1,007
CHARLES RIV LABS INTL INC(CRL)15,00019,500+4,5003,1543,8222.79%+668
MOSAIC CO NEW(MOS)246,512260,812+14,3008,6289,2856.78%+657
MAXCYTE INC829,6581,390,858+561,2003,8084,3393.17%+531
VALE S A194,100194,10002,6052,6011.90%-4
ALAMOS GOLD INC NEW673,190673,19008,0247,6005.55%-424
SOTERA HEALTH CO(SHC)251,129283,129+32,0004,7314,2413.10%-490
AMN HEALTHCARE SVCS INC36,73139,731+3,0004,0083,3842.47%-624
NEW GOLD INC CDA4,127,3944,127,39404,4583,7562.74%-701
HUDBAY MINERALS INC(HBM)806,005643,305-162,7003,8643,1312.29%-733
ESTABLISHMENT LABS HLDGS INC(ESTA)81,21695,116+13,9005,5724,6673.41%-905
BARRICK GOLD CORP461,305461,30507,8106,7124.90%-1,098
HILTON GRAND VACATIONS INC(HGV)442,231464,931+22,70020,09518,92313.81%-1,172
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