Fund HoldingsMudita Advisors LLP

Total Portfolio Value
$144.06M
Total Bought
$15.16M
Total Sold
$8.52M
Net Transaction
+$6.64M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MAXCYTE INC1,390,8581,881,349+490,4914,3398,8426.14%+4,503
WARRIOR MET COAL INC(HCC)164,364195,862+31,4988,39611,9428.29%+3,546
HILTON GRAND VACATIONS INC(HGV)464,931534,665+69,73418,92321,48314.91%+2,560
BARRICK GOLD CORP461,305461,30506,7128,3455.79%+1,633
CHARLES RIV LABS INTL INC(CRL)19,50021,000+1,5003,8224,9643.45%+1,143
VALE S A194,100234,100+40,0002,6013,7132.58%+1,112
SOTERA HEALTH CO(SHC)283,129313,129+30,0004,2415,2763.66%+1,035
HUDBAY MINERALS INC(HBM)643,305643,30503,1313,5392.46%+409
SOUTHWESTERN ENERGY CO417,500454,100+36,6002,6932,9742.06%+281
APOLLO GLOBAL MGMT INC(APO)205,470199,670-5,80018,44318,60712.92%+164
MOSAIC CO NEW(MOS)260,812255,512-5,3009,2859,1296.34%-155
ALAMOS GOLD INC NEW673,190509,490-163,7007,6006,8634.76%-737
NEW GOLD INC CDA4,127,3941,904,494-2,222,9003,7562,7811.93%-976
ESTABLISHMENT LABS HLDGS INC(ESTA)95,116142,400+47,2844,6673,6872.56%-981
BLACK STONE MINERALS L P(BSM)787,077760,877-26,20013,56112,1448.43%-1,418
CANADIAN NAT RES LTD(CNQ)331,752301,752-30,00021,45419,77113.72%-1,684
AMN HEALTHCARE SVCS INC39,7310-39,7313,3840-3,384
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