SEC 13F Intelligence

Managers / Q1 2023 · view latest →

Mudita Advisors LLP

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

Reported Value
$112M
Q1 2023
Positions
16
Filings on Record
18
2019–present window
Filed
May 15, 2023
original filing

Summary

Mudita Advisors LLP reported $112M in U.S.-listed holdings across 16 positions for Q1 2023.

Its largest position, HGV, represents 15.6% of the portfolio.

Compared with Q4 2022, the fund opened 1 new position and exited 3.

Portfolio Metrics

Turnover
+14.3%
vs prior filed quarter
Top-10 Concentration
+87.4%
share of reported value
Largest Position
+15.6%
Hilton Grand Vacations
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. 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: 81.1%MLP: 11.3%Other: 4.9%ADR: 2.7%
  • Common Stock · 81.1% · $91M
  • MLP · 11.3% · $13M
  • Other · 4.9% · $6M
  • ADR · 2.7% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
HCCWARRIOR MET COAL INCNEW+77.8K77.8K+$3M$3M
MXCTGBXMAXCYTE INCADDED+572.5K662.7K+$3M$3M
MQ8MAG SILVER CORPSOLD OUT125.0K0$2M$0
UPWKUPWORK INCSOLD OUT135.7K0$1M$0
NRPNATURAL RESOURCE PARTNERS LSOLD OUT21.9K0$1M$0
LWLAMB WESTON HLDGS INCTRIMMED34.1K11.8K$3M$1M
SWN1EURSOUTHWESTERN ENERGY COTRIMMED213.6K220.1K$1M$1M
BSMBLACK STONE MINERALS L PTRIMMED480.4K801.6K$9M$13M

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

Holdings — Q1 2023

16 positions
#IssuerClass% PortfolioValueShares
1HGVHILTON GRAND VACATIONS INChistory →COM15.64%$17M392.9K
2CRCCANADIAN NAT RES LTDhistory →COM14.59%$16M294.4K
3BSMBLACK STONE MINERALS L Phistory →COM UNIT11.26%$13M801.6K
4APOAPOLLO GLOBAL MGMT INChistory →COM10.38%$12M183.6K
5AGIALAMOS GOLD INC NEWhistory →COM CL A8.92%$10M814.0K
6MOSMOSAIC CO NEWhistory →COM7.78%$9M189.2K
7ABXBARRICK GOLD CORPhistory →COM6.41%$7M385.3K
8ESTABLISHMENT LABS HLDGS INCCOM4.93%$6M81.2K
9NGDNNEW GOLD INC CDAhistory →COM3.86%$4M3.92M
10HCQAMN HEALTHCARE SVCS INChistory →COM3.64%$4M49.0K
11MXCTGBXMAXCYTE INChistory →COM2.94%$3M662.7K
12VALE S ASPONSORED ADS2.74%$3M194.1K
13HCCWARRIOR MET COAL INChistory →COM2.56%$3M77.8K
14SHCSOTERA HEALTH COhistory →COM2.27%$3M141.3K
15LWLAMB WESTON HLDGS INChistory →COM1.10%$1M11.8K
16SWN1EURSOUTHWESTERN ENERGY COCOM0.99%$1M220.1K

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 ↗.