$131 Million is the total value of Mudita Advisors LLP's 17 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -11,793 | -100.0% | -1.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BLACK STONE MINERALS L P | 8 | Q3 2023 | 21.1% |
| CANADIAN NAT RES LTD | 8 | Q3 2023 | 15.7% |
| HILTON GRAND VACATIONS INC | 8 | Q3 2023 | 15.6% |
| MOSAIC CO NEW | 8 | Q3 2023 | 8.1% |
| ALAMOS GOLD INC NEW | 8 | Q3 2023 | 8.9% |
| BARRICK GOLD CORP | 8 | Q3 2023 | 6.4% |
| AMN HEALTHCARE SVCS INC | 8 | Q3 2023 | 10.0% |
| ESTABLISHMENT LABS HLDGS INC | 8 | Q3 2023 | 4.9% |
| NEW GOLD INC CDA | 8 | Q3 2023 | 4.7% |
| VALE S A | 8 | Q3 2023 | 5.3% |
View Mudita Advisors LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View Mudita Advisors LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.