SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Mudita Advisors LLP

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

Reported Value
$137M
Q3 2023
Positions
17
Filings on Record
18
2019–present window
Filed
Nov 14, 2023
original filing

Summary

Mudita Advisors LLP reported $137M in U.S.-listed holdings across 17 positions for Q3 2023.

Its largest position, CRC, represents 15.7% of the portfolio.

The book was largely unchanged from Q2 2023.

Portfolio Metrics

Turnover
+4.6%
vs prior filed quarter
Top-10 Concentration
+82.8%
share of reported value
Largest Position
+15.7%
Canadian Nat Res

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: 84.8%MLP: 9.9%Other: 3.4%ADR: 1.9%
  • Common Stock · 84.8% · $116M
  • MLP · 9.9% · $14M
  • Other · 3.4% · $5M
  • ADR · 1.9% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SWN1EURSOUTHWESTERN ENERGY COADDED+197.4K417.5K+$1M$3M
MXCTGBXMAXCYTE INCADDED+561.2K1.39M+$531,347$4M
CHARLES RIV LABS INTL INCADDED+4.5K19.5K+$667,860$4M
HCCWARRIOR MET COAL INCADDED+33.7K164.4K+$3M$8M
HBMHUDBAY MINERALS INCTRIMMED162.7K643.3K$732,825$3M
ESTABLISHMENT LABS HLDGS INCADDED+13.9K95.1K$904,888$5M
SHCSOTERA HEALTH COADDED+32.0K283.1K$489,998$4M
HCQAMN HEALTHCARE SVCS INCADDED+3.0K39.7K$623,799$3M

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

Holdings — Q3 2023

17 positions
#IssuerClass% PortfolioValueShares
1CRCCANADIAN NAT RES LTDhistory →COM15.66%$21M331.8K
2HGVHILTON GRAND VACATIONS INChistory →COM13.81%$19M464.9K
3APOAPOLLO GLOBAL MGMT INChistory →COM13.46%$18M205.5K
4BSMBLACK STONE MINERALS L Phistory →COM UNIT9.90%$14M787.1K
5MOSMOSAIC CO NEWhistory →COM6.78%$9M260.8K
6HCCWARRIOR MET COAL INChistory →COM6.13%$8M164.4K
7AGIALAMOS GOLD INC NEWhistory →COM CL A5.55%$8M673.2K
8ABXBARRICK GOLD CORPhistory →COM4.90%$7M461.3K
9ESTABLISHMENT LABS HLDGS INCCOM3.41%$5M95.1K
10MXCTGBXMAXCYTE INChistory →COM3.17%$4M1.39M
11SHCSOTERA HEALTH COhistory →COM3.10%$4M283.1K
12CHARLES RIV LABS INTL INCCOM2.79%$4M19.5K
13NGDNNEW GOLD INC CDAhistory →COM2.74%$4M4.13M
14HCQAMN HEALTHCARE SVCS INChistory →COM2.47%$3M39.7K
15HBMHUDBAY MINERALS INChistory →COM2.29%$3M643.3K
16SWN1EURSOUTHWESTERN ENERGY COhistory →COM1.97%$3M417.5K
17VALE S ASPONSORED ADS1.90%$3M194.1K

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 ↗.