CIK 1843543
Medina Value Partners, LLC
Institutional 13F holdings & portfolio
Holdings
24
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–24 of 24
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| THR | THERMON GROUP HLDGS INC | 1.0M | $1M+ | SH |
| IOSP | INNOSPEC INC | 379K | $1M+ | SH |
| KMT | KENNAMETAL INC | 968K | $1M+ | SH |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | 512K | $1M+ | SH |
| APTV | APTIV PLC | 346K | $1M+ | SH |
| GEF | GREIF INC | 378K | $1M+ | SH |
| NPK | NATIONAL PRESTO INDS INC | 212K | $1M+ | SH |
| TS | TENARIS S A | 561K | $1M+ | SH |
| ECVT | ECOVYST INC | 2.2M | $1M+ | SH |
| DNOW | DNOW INC | 1.5M | $1M+ | SH |
| PHIN | PHINIA INC | 300K | $1M+ | SH |
| AEBI | AEBI SCHMIDT HLDG AG | 1.4M | $1M+ | SH |
| PLUS | EPLUS INC | 196K | $1M+ | SH |
| BCC | BOISE CASCADE CO DEL | 227K | $1M+ | SH |
| LKQ | LKQ CORP | 456K | $1M+ | SH |
| BXC | BLUELINX HLDGS INC | 214K | $1M+ | SH |
| HNI | HNI CORP | 302K | $1M+ | SH |
| AAP | ADVANCE AUTO PARTS INC | 307K | $1M+ | SH |
| IEX | IDEX CORP | 63K | $1M+ | SH |
| KRNT | KORNIT DIGITAL LTD | 713K | $1M+ | SH |
| GIII | G III APPAREL GROUP LTD | 330K | $1M+ | SH |
| RHI | ROBERT HALF INC. | 255K | $1M+ | SH |
| GEF.B | GREIF INC | 64K | $1M+ | SH |
| ST | SENSATA TECHNOLOGIES HLDG PL | 113K | $1M+ | SH |