Medina Value Partners, LLC
Top Portfolio Positions
29 positions ·
$468,700,672 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| THR |
Thermon Group Holdings, Inc.
Industrials
|
966,319 | $48,702,477 | 10.39% | |
| KMT |
Kennametal Inc
Industrials
|
1,116,265 | $40,330,654 | 8.60% | |
| MSM |
Msc Industrial Direct Co Inc
Industrials
|
289,622 | $26,723,421 | 5.70% | |
| GEF |
Greif, Inc
Consumer Cyclical
|
376,048 | $25,221,539 | 5.38% | |
| APTV |
Aptiv PLC
Consumer Cyclical
|
356,746 | $24,772,442 | 5.29% | |
| NSIT |
Insight Enterprises Inc
Technology
|
338,220 | $22,664,122 | 4.84% | |
| ST |
Sensata Technologies Holding plc
Technology
|
594,249 | $20,929,449 | 4.47% | |
| NPK |
National Presto Industries Inc
Industrials
|
138,696 | $19,009,673 | 4.06% | |
| PHIN |
Phinia Inc.
Consumer Cyclical
|
263,422 | $18,028,601 | 3.85% | |
| DNOW |
DNOW Inc.
Industrials
|
1,402,563 | $16,704,525 | 3.56% |
Portfolio Trend
18 quarters · across all stocks
Holdings in TS
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,740,601 | 253,362 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,589,482 | 561,495 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,065,324 | 560,954 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,796,344 | 556,052 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,250,884 | 517,793 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,389,631 | 566,013 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,353,961 | 420,068 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||