Medina Value Partners, LLC

Position in BXC — BlueLinx Holdings Inc.

CIK 1843543 LOS ANGELES, CA

Position in BXC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$9,144,337

-$3,973,916 QoQ

Shares Held

168,777

-21.0% QoQ

Ownership

2.17%

of shares outstanding

% of Portfolio

1.95%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

Medina Value Partners, LLC holds $72,272,065 across 5 Industrial Distribution names. BXC ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSM	Msc Industrial Direct Co Inc	289,622	$26,723,421
2	DNOW	DNOW Inc.	1,402,563	$16,704,525
3	REZI	Resideo Technologies, Inc.	398,658	$13,438,761
4	BXC	BlueLinx Holdings Inc. This page	168,777	$9,144,337
5	DXPE	Dxp Enterprises Inc	44,808	$6,261,021

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,144,337	168,777	-21.0%	Shares	Sole	2026-05-14
2025-12-31	$13,118,253	213,548	-25.9%	Shares	Sole	2026-02-13
2025-09-30	$21,069,256	288,304	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.