Mudita Advisors LLP Q1 2025 Filing
Filed May 19, 2025
Portfolio Value
$197.9B
Holdings
17
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 1,097,665 | $41.1B | 20.75% | |
| 2 | HCCWARRIOR MET COAL INC | 417,165 | $19.9B | 10.06% | |
| 3 | CRCCANADIAN NAT RES LTD | 637,044 | $19.6B | 9.91% | |
| 4 | ESTAESTABLISHMENT LABS HLDGS INC | 479,359 | $19.6B | 9.88% | |
| 5 | AGIALAMOS GOLD INC NEW | 497,251 | $13.3B | 6.72% | |
| 6 | IMGIAMGOLD CORP | 2,081,400 | $13.0B | 6.57% | |
| 7 | BSMBLACK STONE MINERALS L P | 760,877 | $11.6B | 5.87% | |
| 8 | EXEEXPAND ENERGY CORPORATION | 82,900 | $9.2B | 4.66% | |
| 9 | MXCTGBXMAXCYTE INC | 3,328,441 | $9.1B | 4.59% | |
| 10 | ELDELDORADO GOLD CORP NEW | 519,400 | $8.7B | 4.41% | |
| 11 | FLUTFLUTTER ENTMT PLC | 35,409 | $7.8B | 3.95% | |
| 12 | KGCKINROSS GOLD CORP | 471,200 | $5.9B | 3.00% | |
| 13 | USX1UNITED STATES STL CORP NEW | 132,200 | $5.6B | 2.82% | |
| 14 | —MAC COPPER LIMITED | 435,400 | $4.2B | 2.10% | |
| 15 | ABXBARRICK GOLD CORP | 190,405 | $3.7B | 1.87% | |
| 16 | NCNACCO INDS INC | 86,281 | $2.9B | 1.47% | |
| 17 | HBMHUDBAY MINERALS INC | 353,305 | $2.7B | 1.35% |