SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Mudita Advisors LLP

CIK 0001907809 · 8 ST JAMES'S SQUARE, 6TH FLOOR, LONDON, X0, SW1Y 4JU · 442038487530

Reported Value
$150M
Q1 2022
Positions
18
Filings on Record
18
2019–present window
Filed
May 13, 2022
original filing

Summary

Mudita Advisors LLP reported $150M in U.S.-listed holdings across 18 positions for Q1 2022.

Its largest position, BSM, represents 13.1% of the portfolio.

Compared with Q4 2021, the fund opened 1 new position and exited 4.

Portfolio Metrics

Turnover
+11.7%
vs prior filed quarter
Top-10 Concentration
+82.2%
share of reported value
Largest Position
+13.1%
Black Stone Minerals L P
New / Exited
1 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $111MQ4 ’21Q1 ’22: $150MQ2 ’22: $124MQ3 ’22: $108MQ3 ’22Q4 ’22: $115MQ1 ’23: $112MQ2 ’23: $131MQ2 ’23Q3 ’23: $137MQ4 ’23: $144MQ1 ’24: $168MQ1 ’24Q2 ’24: $195MQ3 ’24: $183MQ4 ’24: $178MQ4 ’24Q1 ’25: $198MQ2 ’25: $298MQ3 ’25: $346MQ3 ’25Q4 ’25: $463MQ1 ’26: $490Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 78.0%MLP: 13.1%ADR: 5.3%Other: 3.5%
  • Common Stock · 78.0% · $117M
  • MLP · 13.1% · $20M
  • ADR · 5.3% · $8M
  • Other · 3.5% · $5M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
APOAPOLLO GLOBAL MGMT INCNEW+201.8K201.8K+$13M$13M
APOEURAPOLLO GLOBAL MGMT INCSOLD OUT109.5K0$8M$0
ARLOARLO TECHNOLOGIES INCSOLD OUT325.0K0$3M$0
OPTUALTICE USA INCSOLD OUT80.0K0$1M$0
EXPEEXPEDIA GROUP INCSOLD OUT4.0K0$723,000$0
AGIALAMOS GOLD INC NEWADDED+300.0K800.0K+$3M$7M
HGVHILTON GRAND VACATIONS INCADDED+97.3K307.3K+$5M$16M
BSMBLACK STONE MINERALS L PADDED+451.1K1.45M+$9M$20M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2022

18 positions
#IssuerClass% PortfolioValueShares
1BSMBLACK STONE MINERALS L Phistory →COM UNIT13.09%$20M1.45M
2CRCCANADIAN NAT RES LTDhistory →COM10.92%$16M263.4K
3HGVHILTON GRAND VACATIONS INChistory →COM10.69%$16M307.3K
4APOAPOLLO GLOBAL MGMT INChistory →COM8.36%$13M201.8K
5MOSMOSAIC CO NEWhistory →COM8.02%$12M180.3K
6NOCNORTHROP GRUMMAN CORPhistory →COM7.79%$12M26.0K
7HCQAMN HEALTHCARE SVCS INChistory →COM6.92%$10M99.1K
8ABXBARRICK GOLD CORPhistory →COM6.32%$9M385.3K
9VALE S ASPONSORED ADS5.35%$8M400.0K
10NGDNNEW GOLD INC CDAhistory →COM4.72%$7M3.92M
11AGIALAMOS GOLD INC NEWhistory →COM CL A4.50%$7M800.0K
12ESTABLISHMENT LABS HLDGS INCCOM3.53%$5M78.4K
13LWLAMB WESTON HLDGS INChistory →COM2.91%$4M72.7K
14AZTAAZENTA INChistory →COM2.01%$3M36.2K
15SHCSOTERA HEALTH COhistory →COM1.69%$3M116.6K
16MQ8MAG SILVER CORPhistory →COM1.35%$2M125.0K
17UPWKUPWORK INChistory →COM1.16%$2M74.5K
18SFIXSTITCH FIX INCCOM CL A0.67%$1M100.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$490M28May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$463M21Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$346M19Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$298M19Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$198M17May 19, 202513F-HRchanges · EDGAR ↗
Q4 2024$178M18Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$183M17Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$195M18Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$168M16May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$144M16Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$137M17Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$131M17Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$112M16May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$115M18Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$108M20Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$124M18Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$150M18May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$111M21Feb 14, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.