Mudita Advisors LLP

Q1 2023 13F Holdings Report, Stock Holdings

Signature - Title: Kevin Mandy - Chief Compliance Officer
Location: London, United Kingdom
Holdings as of: March 31, 2023
Value $: $112M
Num holdings: 16
Date filed: 5/15/2023, 09:47 AM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included HGV, CNQ, BSM, APO, and AGI.
Previous filing: Q4 2022 - Feb 14, 2023
Next filing: Q2 2023 - Aug 14, 2023
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares
HGV	15.6%		Hilton Grand Vacations Inc	COM				$17.5M	44.43	393K
CNQ	14.6%	+0.55%	Canadian Nat Res Ltd	COM	+11K	+3.88%	+$609K	$16.3M	55.35	294K
BSM	11.3%	-6.75%	Black Stone Minerals L P	COM UNIT	-480K	-37.5%	-$7.54M	$12.6M	15.69	802K
APO	10.4%	+1.99%	Apollo Global Mgmt Inc	COM	+35.2K	+23.7%	+$2.22M	$11.6M	63.16	184K
AGI	8.92%	+0.15%	Alamos Gold Inc New	COM CL A	+14K	+1.75%	+$171K	$9.96M	12.23	814K
MOS	7.78%	+0.36%	Mosaic Co New	COM	+8.86K	+4.91%	+$407K	$8.68M	45.88	189K
GOLD	6.41%		Barrick Gold Corp	COM				$7.16M	18.57	385K
ESTA	4.93%	+0.17%	Establishment Labs Hldgs Inc	COM	+2.79K	+3.56%	+$189K	$5.5M	67.74	81.2K
NGD	3.86%		New Gold Inc Cda	COM				$4.31M	1.10	3.92M
AMN	3.64%		Amn Healthcare Svcs Inc	COM				$4.07M	82.96	49K
MXCT	2.94%	+2.54%	Maxcyte Inc	COM	+572K	+634.6%	+$2.83M	$3.28M	4.95	663K
VALE	2.74%		Vale S A	SPONSORED ADS				$3.06M	15.78	194K
HCC	2.56%	+2.56%	Warrior Met Coal Inc	COM	+77.8K	NEW	+$2.85M	$2.85M	36.71	77.8K
SHC	2.27%	+0.4%	Sotera Health Co	COM	+24.7K	+21.2%	+$442K	$2.53M	17.91	141K
LW	1.1%	-3.19%	Lamb Weston Hldgs Inc	COM	-34.1K	-74.3%	-$3.56M	$1.23M	104.52	11.8K
SWN	0.99%	-0.96%	Southwestern Energy Co	COM	-214K	-49.3%	-$1.07M	$1.1M	5.00	220K
MAG		-1.71%	Mag Silver Corp	COM	-125K	-100%	-$1.95M	$0		0
NRP		-1.04%	Natural Resource Partners L	COM UNIT LTD PAR	-21.9K	-100%	-$1.19M	$0		0
UPWK		-1.24%	Upwork Inc	COM	-136K	-100%	-$1.42M	$0		0

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Filing 2023 Q1 compared to 2022 Q4 by default.

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Kevin Mandy	Chief Compliance Officer	London, United Kingdom	5/15/2023