Mudita Advisors LLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Mudita Advisors LLP reported 16 stock positions worth $167.9 million. Its top holding was Hilton Grand Vacations (HGV) at 18.4% of the portfolio, followed by Apollo Global Management (APO, 13.9%) and Canadian Natural Resources (CNQ, 13.7%). Compared with Q4 2023, it added to 7 and reduced 4. The biggest buy was Hilton Grand Vacations (HGV, shares +23%) and the biggest sale Mosaic (MOS, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001907809
- Portfolio Value
- $167.9M (Q1 2024)
- SEC Filing
- 0001172661-24-002313 ↗ filed May 14, 2024
Holdings Value
Holdings 16 stocks · $167.9M
| HGV Hilton Grand Vacations Inc. | 18.42% | 655,265 | $30.9M | Add +22.6% |
| APO Apollo Global Management Inc. | 13.86% | 207,070 | $23.3M | Add +3.7% |
| CNQ Canadian Natural Resources | 13.71% | 301,752 | $23.0M | No change |
| HCC Warrior Met Coal Inc. | 11.00% | 304,362 | $18.5M | Add +55.4% |
| BSM Black Stone Minerals LP | 7.24% | 760,877 | $12.2M | No change |
| MXCT Maxcyte Inc. | 5.68% | 2,275,381 | $9.5M | Add +20.9% |
| ESTA Establishment Labs Holdings | 5.58% | 184,222 | $9.4M | Add +29.4% |
| B Barrick Gold Corp. | 4.57% | 461,305 | $7.7M | No change |
| MOS The Mosaic Co. | 4.21% | 217,812 | $7.1M | Reduce -14.8% |
| CRL Charles River Laboratories | 3.87% | 24,000 | $6.5M | Add +14.3% |
| AGI Alamos Gold Inc. Class A | 3.16% | 359,490 | $5.3M | Reduce -29.4% |
| SHC Sotera Health Co. | 2.76% | 386,329 | $4.6M | Add +23.4% |
| NGD New Gold Inc. | 1.93% | 1,904,494 | $3.2M | No change |
| SWN Southwestern Energy Co. | 1.71% | 378,200 | $2.9M | Reduce -16.7% |
| VALE Vale SA-SP ADR | 1.70% | 234,100 | $2.9M | No change |
| HBM Hudbay Minerals Inc. | 0.60% | 143,305 | $1.0M | Reduce -77.7% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| HGV Hilton Grand Vacations Inc. | Add +22.6% | 18.42% | +3.51 |
| ESTA Establishment Labs Holdings | Add +29.4% | 5.58% | +3.02 |
| HCC Warrior Met Coal Inc. | Add +55.4% | 11.00% | +2.71 |
| APO Apollo Global Management Inc. | Add +3.7% | 13.86% | +0.95 |
| CRL Charles River Laboratories | Add +14.3% | 3.87% | +0.43 |
| MXCT Maxcyte Inc. | Add +20.9% | 5.68% | −0.46 |
| SHC Sotera Health Co. | Add +23.4% | 2.76% | −0.90 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $481.0M | HGV, ESTA, MGM, IAG, DAR |
| Q1 2026 | 28 | $490.1M | HGV, IAG, ESTA, MGM, DAR |
| Q4 2025 | 21 | $462.7M | HGV, ESTA, HCC, IAG, MGM |
| Q3 2025 | 19 | $345.8M | HGV, HCC, IAG, ESTA, MGM |
| Q2 2025 | 19 | $298.1M | HGV, ESTA, HCC, CNQ, IAG |
| Q1 2025 | 17 | $197.9M | HGV, HCC, CNQ, ESTA, AGI |
| Q4 2024 | 18 | $178.1M | HGV, HCC, ESTA, CNQ, MXCT |
| Q3 2024 | 17 | $182.7M | HGV, HCC, APO, CNQ, ESTA |
| Q2 2024 | 18 | $195.3M | HGV, APO, HCC, CNQ, ESTA |
| Q1 2024 | 16 | $167.9M | HGV, APO, CNQ, HCC, BSM |