Medina Singh Partners
Latest statistics and disclosures from Medina Value Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are THR, IOSP, KMT, ATMU, APTV, and represent 34.62% of Medina Value Partners's stock portfolio.
- Added to shares of these 10 stocks: DNOW (+$20M), BCC (+$17M), PLUS (+$14M), HNI (+$13M), AAP (+$12M), KMT (+$12M), IOSP (+$11M), IEX (+$11M), RHI (+$6.9M), GEF.B.
- Started 7 new stock positions in AAP, BCC, GEF.B, ST, DNOW, RHI, HNI.
- Reduced shares in these 10 stocks: TRS (-$21M), , ENR (-$17M), FUN (-$15M), , GIII (-$10M), AVTR (-$9.7M), OEC (-$9.4M), FMX (-$8.7M), .
- Sold out of its positions in AVTR, CCOI, ENR, VSTS, FMX, FBIN, MRC, NX, FUN, TRS. OEC.
- Medina Value Partners was a net seller of stock by $-22M.
- Medina Value Partners has $428M in assets under management (AUM), dropping by -0.01%.
- Central Index Key (CIK): 0001843543
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Portfolio Holdings for Medina Value Partners
Medina Value Partners holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Thermon Group Holdings (THR) | 9.1 | $39M | +5% | 1.0M | 37.16 |
|
| Innospec (IOSP) | 6.8 | $29M | +60% | 379k | 76.54 |
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| Kennametal (KMT) | 6.4 | $28M | +72% | 968k | 28.41 |
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| Atmus Filtration Technologies Ord (ATMU) | 6.2 | $27M | 512k | 51.91 |
|
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| Aptiv Com Shs (APTV) | 6.1 | $26M | 346k | 76.09 |
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| Greif Cl A (GEF) | 6.0 | $26M | 378k | 67.70 |
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| National Presto Industries (NPK) | 5.3 | $23M | 212k | 106.76 |
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| Tenaris S A Sponsored Ads (TS) | 5.0 | $22M | 562k | 38.45 |
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| Ecovyst (ECVT) | 5.0 | $21M | 2.2M | 9.73 |
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| Now (DNOW) | 4.6 | $20M | NEW | 1.5M | 13.25 |
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| Phinia Common Stock (PHIN) | 4.4 | $19M | -17% | 300k | 62.69 |
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| Aebi Schmidt Hldg Ag F (AEBI) | 4.2 | $18M | +22% | 1.4M | 12.65 |
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| ePlus (PLUS) | 4.0 | $17M | +410% | 196k | 87.70 |
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| Boise Cascade (BCC) | 3.9 | $17M | NEW | 227k | 73.60 |
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| LKQ Corporation (LKQ) | 3.2 | $14M | +7% | 456k | 30.20 |
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| Bluelinx Hldgs Com New (BXC) | 3.1 | $13M | -25% | 214k | 61.43 |
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| HNI Corporation (HNI) | 3.0 | $13M | NEW | 302k | 42.04 |
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| Advance Auto Parts (AAP) | 2.8 | $12M | NEW | 307k | 39.30 |
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| IDEX Corporation (IEX) | 2.6 | $11M | +1718% | 63k | 177.94 |
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| Kornit Digital SHS (KRNT) | 2.4 | $10M | -24% | 713k | 14.38 |
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| G-III Apparel (GIII) | 2.2 | $9.5M | -51% | 330k | 28.96 |
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| Robert Half International (RHI) | 1.6 | $6.9M | NEW | 255k | 27.16 |
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| Greif CL B (GEF.B) | 1.1 | $4.8M | NEW | 64k | 74.69 |
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| Sensata Technologies Hldg Pl SHS (ST) | 0.9 | $3.8M | NEW | 113k | 33.29 |
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Past Filings by Medina Value Partners
SEC 13F filings are viewable for Medina Value Partners going back to 2021
- Medina Value Partners 2025 Q4 filed Feb. 13, 2026
- Medina Value Partners 2025 Q3 filed Nov. 13, 2025
- Medina Value Partners 2025 Q2 filed Aug. 14, 2025
- Medina Value Partners 2025 Q1 filed May 14, 2025
- Medina Value Partners 2024 Q4 filed Feb. 13, 2025
- Medina Value Partners 2024 Q3 filed Nov. 14, 2024
- Medina Value Partners 2024 Q2 filed Aug. 14, 2024
- Medina Value Partners 2024 Q1 filed May 15, 2024
- Medina Value Partners 2023 Q4 filed Feb. 14, 2024
- Medina Value Partners 2023 Q3 filed Nov. 14, 2023
- Medina Value Partners 2023 Q2 filed Aug. 14, 2023
- Medina Value Partners 2023 Q1 filed May 15, 2023
- Medina Value Partners 2022 Q4 filed Feb. 14, 2023
- Medina Singh Partners 2022 Q3 filed Nov. 14, 2022
- Medina Singh Partners 2022 Q2 filed Aug. 15, 2022
- Medina Singh Partners 2022 Q1 filed May 13, 2022