Medina Singh Partners
Latest statistics and disclosures from Medina Value Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Thermon Group Holdings, KMT, MSM, GEF, APTV, and represent 34.72% of Medina Value Partners's stock portfolio.
- Added to shares of these 10 stocks: MSM (+$27M), NSIT (+$23M), ST (+$17M), REZI (+$13M), GLOB (+$13M), VREX (+$13M), FELE (+$12M), TASK (+$12M), AMN (+$10M), SCSC (+$8.4M).
- Started 13 new stock positions in REZI, MSM, GLOB, VREX, FLGT, AMN, FELE, JJSF, SCSC, MGRC. TASK, DXPE, NSIT.
- Reduced shares in these 10 stocks: , ECVT (-$21M), TS (-$18M), PLUS (-$17M), ATMU (-$16M), , , NPK (-$10M), , RHI (-$6.9M).
- Sold out of its positions in AAP, ECVT, PLUS, GIII, IEX, IOSP, RHI.
- Medina Value Partners was a net buyer of stock by $18M.
- Medina Value Partners has $478M in assets under management (AUM), dropping by 11.56%.
- Central Index Key (CIK): 0001843543
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Portfolio Holdings for Medina Value Partners
Medina Value Partners holds 30 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Thermon Group Holdings | 10.2 | $49M | -7% | 966k | 50.40 |
|
| Kennametal (KMT) | 8.4 | $40M | +15% | 1.1M | 36.13 |
|
| Msc Indl Direct Cl A (MSM) | 5.6 | $27M | NEW | 290k | 92.27 |
|
| Greif Cl A (GEF) | 5.3 | $25M | 376k | 67.07 |
|
|
| Aptiv Com Shs (APTV) | 5.2 | $25M | +3% | 357k | 69.44 |
|
| Insight Enterprises (NSIT) | 4.7 | $23M | NEW | 338k | 67.01 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 4.4 | $21M | +427% | 594k | 35.22 |
|
| National Presto Industries (NPK) | 4.0 | $19M | -34% | 139k | 137.06 |
|
| Phinia Common Stock (PHIN) | 3.8 | $18M | -12% | 263k | 68.44 |
|
| Now (DNOW) | 3.5 | $17M | -5% | 1.4M | 11.91 |
|
| HNI Corporation (HNI) | 3.4 | $16M | +59% | 482k | 33.39 |
|
| Boise Cascade (BCC) | 3.3 | $16M | -8% | 208k | 75.85 |
|
| Aebi Schmidt Hldg Ag F (AEBI) | 3.3 | $16M | +11% | 1.6M | 9.71 |
|
| Tenaris S A Sponsored Ads (TS) | 3.1 | $15M | -54% | 253k | 58.18 |
|
| LKQ Corporation (LKQ) | 2.9 | $14M | +2% | 467k | 29.37 |
|
| Resideo Technologies (REZI) | 2.8 | $13M | NEW | 399k | 33.71 |
|
| Globant S A (GLOB) | 2.8 | $13M | NEW | 286k | 46.11 |
|
| Varex Imaging (VREX) | 2.8 | $13M | NEW | 1.2M | 10.61 |
|
| Atmus Filtration Technologies Ord (ATMU) | 2.7 | $13M | -55% | 226k | 56.77 |
|
| Franklin Electric (FELE) | 2.6 | $12M | NEW | 134k | 92.17 |
|
| Taskus Class A Com (TASK) | 2.4 | $12M | NEW | 1.7M | 6.71 |
|
| Kornit Digital SHS (KRNT) | 2.2 | $11M | +2% | 731k | 14.66 |
|
| AMN Healthcare Services (AMN) | 2.1 | $10M | NEW | 546k | 18.34 |
|
| Bluelinx Hldgs Com New (BXC) | 1.9 | $9.1M | -20% | 169k | 54.18 |
|
| Greif CL B (GEF.B) | 1.8 | $8.8M | +56% | 100k | 87.54 |
|
| ScanSource (SCSC) | 1.8 | $8.4M | NEW | 231k | 36.30 |
|
| Dxp Enterprises Com New (DXPE) | 1.3 | $6.3M | NEW | 45k | 139.73 |
|
| McGrath Rent (MGRC) | 0.6 | $3.0M | NEW | 28k | 110.28 |
|
| J&J Snack Foods (JJSF) | 0.6 | $3.0M | NEW | 37k | 79.27 |
|
| Fulgent Genetics (FLGT) | 0.6 | $2.7M | NEW | 170k | 15.90 |
|
Past Filings by Medina Value Partners
SEC 13F filings are viewable for Medina Value Partners going back to 2021
- Medina Value Partners 2026 Q1 filed May 14, 2026
- 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