Mudita Advisors LLP AGI — ALAMOS GOLD INC NEW

Ownership history in Mudita Advisors LLP  ·  17 quarters on record

AI Ownership Summary

Mudita Advisors LLP reported ALAMOS GOLD INC NEW (AGI) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.72% in 2025 Q1. The latest visible filing shows AGI at 2.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mudita Advisors LLP's position in ALAMOS GOLD INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AGI was reported at 2.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.72% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AGI stock page Mudita Advisors LLP fund profile Mudita Advisors LLP full holdings
How Mudita Advisors LLP held AGI — position size vs. price
% of Fund (quarterly)    AGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 315,943 +28,839 +10.0% 2.63% $12.2M 2026-02-14 (Est.) $45.21
2025 Q3 REDUCED 39.9% +11.5% ❌ 287,104 -190,700 -39.9% 2.89% $10.0M 2025-11-13 $33.43
2025 Q2 REDUCED — — — 477,804 -19,447 -3.9% 4.26% $12.7M 2025-08-14 $25.38
2025 Q1 UNCHANGED — — — 497,251 — 0% 6.72% $13.3M 2025-05-19 $25.04
2024 Q4 ADDED — — — 497,251 +137,761 +38.3% 5.15% $9.2M 2025-02-14 $22.24
2024 Q3 UNCHANGED — — — 359,490 — 0% 3.92% $7.2M 2024-11-13 $17.70
2024 Q2 UNCHANGED — — — 359,490 — 0% 2.89% $5.6M 2024-08-13 $18.39
2024 Q1 REDUCED 29.4% +5.5% ❌ 359,490 -150,000 -29.4% 3.16% $5.3M 2024-05-14 $15.67
2023 Q4 REDUCED 24.3% +8.0% ❌ 509,490 -163,700 -24.3% 4.76% $6.9M 2024-02-13 $11.29
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AGI

As of 2026 Q1 — sorted by position size

Verbena Value LP 6.71% HATCH COVE CAPITAL, LLC 6.4% Grand Central Investment Group 3Y 4.89% Compound Global Advisors, LLC 3Y 4.83% Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 4.48% Addenda Capital Inc. 3Y 7Y 3.46% McAlvany Wealth Management LLC 2.99% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2.4% Murphy Pohlad Asset Management LLC 3Y 7Y 2.38% Steadtrust LLC 1.81%

FAQ About Mudita Advisors LLP and AGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mudita Advisors LLP reported owning AGI?

Mudita Advisors LLP reported AGI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AGI position in Mudita Advisors LLP's portfolio?

The largest reported portfolio weight for AGI was 6.72% in 2025 Q1.

What is the latest reported AGI position on this page?

The most recent filing on this page is 2025 Q4, when Mudita Advisors LLP reported 315,943 shares, equal to 2.63% of portfolio, with an estimated market value of $12.2M.

What does the chart on this AGI ownership page compare?

The chart compares Mudita Advisors LLP's quarterly AGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mudita Advisors LLP time their AGI position?

Based on 13F filing dates vs. subsequent AGI price moves, Mudita Advisors LLP correctly timed 2 out of 9 reported position changes (22%).

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