Mudita Advisors LLP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Mudita Advisors LLP reported 17 stock positions worth $182.7 million. Its top holding was Hilton Grand Vacations (HGV) at 18.2% of the portfolio, followed by Warrior Met Coal (HCC, 13.3%) and Apollo Global Management (APO, 12.9%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 4 and reduced 4. The biggest buy was Establishment Labs (ESTA, shares +19%) and the biggest sale Apollo Global Management (APO, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001907809
- Portfolio Value
- $182.7M (Q3 2024)
- SEC Filing
- 0001172661-24-004672 ↗ filed Nov 13, 2024
Holdings Value
Holdings 17 stocks · $182.7M
| HGV Hilton Grand Vacations Inc. | 18.22% | 916,765 | $33.3M | Add +1.1% |
| HCC Warrior Met Coal Inc. | 13.28% | 379,770 | $24.3M | No change |
| APO Apollo Global Management Inc. | 12.89% | 188,570 | $23.6M | Reduce -25.2% |
| CNQ Canadian Natural Resources | 9.25% | 508,944 | $16.9M | No change |
| ESTA Establishment Labs Holdings | 8.40% | 354,801 | $15.4M | Add +19.0% |
| MXCT Maxcyte Inc. | 6.71% | 3,153,441 | $12.3M | Add +5.6% |
| BSM Black Stone Minerals LP | 6.29% | 760,877 | $11.5M | No change |
| B Barrick Gold Corp. | 5.02% | 461,305 | $9.2M | No change |
| AGI Alamos Gold Inc. Class A | 3.92% | 359,490 | $7.2M | No change |
| SHC Sotera Health Co. | 3.71% | 406,329 | $6.8M | Add +5.2% |
| CRL Charles River Laboratories | 2.88% | 26,707 | $5.3M | Reduce -22.8% |
| MAC COPPER LTD filed as METALS ACQUISITION LIMITED | 2.39% | 314,800 | $4.4M | No change |
| IAG Iamgold Corp. | 2.30% | 803,200 | $4.2M | Reduce -55.4% |
| NGD New Gold Inc. | 1.72% | 1,088,594 | $3.1M | Reduce -42.8% |
| EGO Eldorado Gold Corp. | 1.07% | 112,600 | $2.0M | New |
| HBM Hudbay Minerals Inc. | 1.02% | 203,305 | $1.9M | No change |
| FLUT Flutter Entertainment PLC-Di | 0.93% | 7,209 | $1.7M | No change |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
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 |