Mudita Advisors LLP Portfolio Holdings by Sector
Mudita Advisors LLP
- $184 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Gold | Basic Materials
AGI IAG EGO KGC GOLD 5 stocks |
$44,682
24.31% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
HGV 1 stocks |
$41,063
22.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
CNQ BSM CHK 3 stocks |
$38,345
20.86% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ESTA MXCT 2 stocks |
$28,648
15.58% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Coking Coal | Basic Materials
HCC 1 stocks |
$19,907
10.83% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Steel | Basic Materials
X 1 stocks |
$5,586
3.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Thermal Coal | Energy
NC 1 stocks |
$2,910
1.58% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Copper | Basic Materials
HBM 1 stocks |
$2,681
1.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|