SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Mudita Advisors LLP

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

Reported Value
$115M
Q4 2022
Positions
18
Filings on Record
18
2019–present window
Filed
Feb 14, 2023
original filing

Summary

Mudita Advisors LLP reported $115M in U.S.-listed holdings across 18 positions for Q4 2022.

Its largest position, BSM, represents 18.9% of the portfolio.

Compared with Q3 2022, the fund opened 1 new position and exited 3.

Portfolio Metrics

Turnover
+8.2%
vs prior filed quarter
Top-10 Concentration
+86.3%
share of reported value
Largest Position
+18.9%
Black Stone Minerals L P
New / Exited
1 / 3
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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. 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: 77.2%MLP: 19.9%ADR: 2.9%
  • Common Stock · 77.2% · $88M
  • MLP · 19.9% · $23M
  • ADR · 2.9% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NRPNATURAL RESOURCE PARTNERS LNEW+21.9K21.9K+$1M$1M
NOCNORTHROP GRUMMAN CORPSOLD OUT5.5K0$3M$0
AZTAAZENTA INCSOLD OUT36.2K0$2M$0
SFIXSTITCH FIX INCSOLD OUT100.0K0$395,000$0
VALEVALE S ATRIMMED206.1K194.1K$2M$3M
MXCTMAXCYTE INCADDED+29.0K90.2K+$94,498$492,498
SOUTHWESTERN ENERGY COADDED+88.0K433.7K+$421,144$3M
LWLAMB WESTON HLDGS INCTRIMMED8.5K45.9K$109,001$4M

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

Holdings — Q4 2022

18 positions
#IssuerClass% PortfolioValueShares
1BSMBLACK STONE MINERALS L Phistory →COM UNIT18.88%$22M1.28M
2CNQCANADIAN NAT RES LTDhistory →COM13.73%$16M283.4K
3HGVHILTON GRAND VACATIONS INChistory →COM13.22%$15M392.9K
4APOAPOLLO GLOBAL MGMT INChistory →COM8.26%$9M148.3K
5AGIALAMOS GOLD INC NEWhistory →COM CL A7.06%$8M800.0K
6MOSMOSAIC CO NEWhistory →COM6.91%$8M180.3K
7ABXBARRICK GOLD CORPhistory →COM5.78%$7M385.3K
8ESTAESTABLISHMENT LABS HLDGS INChistory →COM4.49%$5M78.4K
9AMNAMN HEALTHCARE SVCS INChistory →COM4.40%$5M49.0K
10LWLAMB WESTON HLDGS INChistory →COM3.58%$4M45.9K
11NGDNNEW GOLD INC CDAhistory →COM3.35%$4M3.92M
12VALEVALE S Ahistory →SPONSORED ADS2.87%$3M194.1K
13SOUTHWESTERN ENERGY COCOM2.21%$3M433.7K
14MAG SILVER CORPCOM1.71%$2M125.0K
15UPWKUPWORK INChistory →COM1.24%$1M135.7K
16NRPNATURAL RESOURCE PARTNERS Lhistory →COM UNIT LTD PAR1.04%$1M21.9K
17SHCSOTERA HEALTH COCOM0.85%$971,519116.6K
18MXCTMAXCYTE INCCOM0.43%$492,49890.2K

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 ↗.