Mudita Advisors LLP Portfolio Holdings by Sector
Mudita Advisors LLP
- $279 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Resorts & Casinos | Consumer Cyclical
HGV MGM 2 stocks |
$99,482
35.68% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Gold | Basic Materials
IAG EGO AGI KGC 4 stocks |
$53,556
19.21% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
CNQ BSM CHK 3 stocks |
$39,411
14.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ESTA MXCT 2 stocks |
$33,002
11.84% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Coking Coal | Basic Materials
HCC 1 stocks |
$25,599
9.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Copper | Basic Materials
HBM TGB 2 stocks |
$19,405
6.96% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
DAR 1 stocks |
$4,241
1.52% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Thermal Coal | Energy
NC 1 stocks |
$4,099
1.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|