Fund HoldingsMudita Advisors LLP

Total Portfolio Value
$178.14M
Total Bought
$32.11M
Total Sold
$27.32M
Net Transaction
+$4.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
UNITED STATES STL CORP NEW0132,200+132,20004,4932.52%+4,493
HILTON GRAND VACATIONS INC(HGV)916,765960,965+44,20033,29737,43021.01%+4,133
ESTABLISHMENT LABS HLDGS INC(ESTA)354,801414,500+59,69915,35219,09610.72%+3,744
KINROSS GOLD CORP(KGC)0375,000+375,00003,4761.95%+3,476
IAMGOLD CORP(IAG)803,2001,474,605+671,4054,2107,6154.27%+3,405
FLUTTER ENTMT PLC(FLUT)7,20918,709+11,5001,6944,8422.72%+3,148
ELDORADO GOLD CORP NEW(EGO)112,600335,400+222,8001,9564,9872.80%+3,032
ALAMOS GOLD INC NEW359,490497,251+137,7617,1689,1695.15%+2,001
MAXCYTE INC3,153,4413,223,407+69,96612,26713,4097.53%+1,142
CANADIAN NAT RES LTD(CNQ)508,944568,744+59,80016,90217,5579.86%+655
HUDBAY MINERALS INC(HBM)203,305203,30501,8701,6490.93%-221
BLACK STONE MINERALS L P(BSM)760,877760,877011,48911,1096.24%-380
MAC COPPER LIMITED314,800314,80004,3603,3431.88%-1,017
NEW GOLD INC CDA1,088,594588,594-500,0003,1351,4600.82%-1,675
BARRICK GOLD CORP461,305461,30509,1757,1504.01%-2,025
WARRIOR MET COAL INC(HCC)379,770394,370+14,60024,26721,39112.01%-2,877
CHARLES RIV LABS INTL INC(CRL)26,7079,607-17,1005,2601,7731.00%-3,487
SOTERA HEALTH CO(SHC)406,3290-406,3296,7860-6,786
APOLLO GLOBAL MGMT INC(APO)188,57049,570-139,00023,5548,1874.60%-15,367
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