Long-term investor
Mudita Advisors LLP @muditaadvisorsllp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001907809).
Record
- Tracked since 2025-06-30 (445 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +6.6% · 6 months n/a · 1 year +33.4% · all +33.4%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- HGV · 30.6% · long · since 2025-06-30
- ESTA · 12.9% · long · since 2025-06-30
- MGM · 9.4% · long · since 2025-06-30
- IAG · 7.8% · long · since 2025-06-30
- DAR · 4.8% · long · since 2025-06-30
- CNQ · 4.4% · long · since 2025-06-30
- APPN · 4.0% · long · since 2026-03-31
- TGB · 2.9% · long · since 2026-06-30
- HCC · 2.9% · long · since 2025-06-30
- AGI · 2.8% · long · since 2025-06-30
- CNR · 2.8% · long · since 2026-03-31
- FLUT · 2.6% · long · since 2025-06-30