Medina Singh Partners as of Sept. 30, 2022
Portfolio Holdings for Medina Singh Partners
Medina Singh Partners holds 13 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tecnoglass Ord Shs (TGLS) | 14.9 | $14M | 677k | 20.99 | |
| Orion Engineered Carbons (OEC) | 13.1 | $12M | 931k | 13.35 | |
| H&E Equipment Services (HEES) | 12.9 | $12M | 433k | 28.34 | |
| Constellium Se Cl A Shs (CSTM) | 9.8 | $9.4M | 922k | 10.14 | |
| Warrior Met Coal (HCC) | 9.6 | $9.1M | 320k | 28.44 | |
| Cannae Holdings (CNNE) | 7.8 | $7.4M | 360k | 20.66 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 7.5 | $7.2M | 239k | 29.95 | |
| Dxp Enterprises Com New (DXPE) | 7.2 | $6.8M | 289k | 23.68 | |
| Marcus Corporation (MCS) | 5.8 | $5.6M | 401k | 13.89 | |
| Northwest Pipe Company (NWPX) | 5.4 | $5.1M | 183k | 28.10 | |
| Vivint Smart Home Com Cl A | 2.6 | $2.5M | 374k | 6.58 | |
| American Axle & Manufact. Holdings (AXL) | 2.5 | $2.4M | 346k | 6.83 | |
| Vontier Corporation (VNT) | 0.9 | $836k | 50k | 16.72 |
