Institutions / Medina Value Partners, LLC
Medina Value Partners, LLC
CIK 1843543 · Institution · as of Dec 31, 2025
Portfolio value
$427.97M
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Thermon Group Holdings, Inc. | $38.78M | 9.1% |
| Innospec Inc | $28.99M | 6.8% |
| Kennametal Inc | $27.51M | 6.4% |
| Atmus Filtration Technologies Inc. | $26.59M | 6.2% |
| Aptiv PLC | $26.31M | 6.1% |
| Greif, Inc | $25.58M | 6.0% |
| National Presto Industries Inc | $22.66M | 5.3% |
| Tenaris S a | $21.59M | 5.0% |
| Ecovyst Inc. | $21.33M | 5.0% |
| DNOW Inc. | $19.63M | 4.6% |
| Phinia Inc. | $18.80M | 4.4% |
| Aebi Schmidt Hldg AG | $18.12M | 4.2% |
| ePlus Inc | $17.21M | 4.0% |
| Boise Cascade Co | $16.72M | 3.9% |
| LKQ Corp | $13.76M | 3.2% |
| BlueLinx Holdings Inc | $13.12M | 3.1% |
| Hni Corp | $12.71M | 3.0% |
| Advance Auto Parts Inc | $12.05M | 2.8% |
| Idex Corp /De | $11.25M | 2.6% |
| Kornit Digital Ltd. | $10.25M | 2.4% |
| G III Apparel Group Ltd /De | $9.55M | 2.2% |
| Robert Half Inc. | $6.93M | 1.6% |
| Greif Inc | $4.76M | 1.1% |
| Sensata Technologies Holding plc | $3.75M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.