Medina Singh Partners
Latest statistics and disclosures from Medina Value Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KMT, GEF, MSM, APTV, MGRC, and represent 30.92% of Medina Value Partners's stock portfolio.
- Added to shares of these 10 stocks: MIDD (+$24M), ESAB (+$22M), MGRC (+$22M), DBD (+$19M), DOLE (+$15M), RRX (+$12M), CNM (+$12M), ZBRA (+$12M), FELE (+$11M), DDD (+$9.9M).
- Started 10 new stock positions in Arxis, ESAB, CNM, RRX, DBD, MIDD, DOLE, ZBRA, VGNT, DDD.
- Reduced shares in these 10 stocks: , , DNOW (-$17M), REZI (-$13M), GLOB (-$13M), VREX (-$13M), TASK (-$12M), AMN (-$10M), HNI (-$9.2M), BXC (-$9.1M).
- Sold out of its positions in AMN, BXC, DXPE, NSIT, JJSF, DNOW, REZI, SCSC, TASK, Thermon Group Holdings. VREX, GLOB.
- Medina Value Partners was a net buyer of stock by $7.3M.
- Medina Value Partners has $510M in assets under management (AUM), dropping by 6.90%.
- Central Index Key (CIK): 0001843543
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Portfolio Holdings for Medina Value Partners
Medina Value Partners holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kennametal (KMT) | 8.4 | $43M | +9% | 1.2M | 35.05 |
|
| Greif Cl A (GEF) | 6.1 | $31M | +10% | 415k | 74.49 |
|
| Msc Indl Direct Cl A (MSM) | 6.0 | $31M | -10% | 259k | 118.95 |
|
| Aptiv Com Shs (APTV) | 5.4 | $28M | +26% | 451k | 61.38 |
|
| McGrath Rent (MGRC) | 5.0 | $26M | +661% | 210k | 121.03 |
|
| Franklin Electric (FELE) | 4.9 | $25M | +75% | 234k | 107.19 |
|
| Phinia Common Stock (PHIN) | 4.8 | $25M | +13% | 298k | 82.37 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 4.8 | $24M | -14% | 510k | 47.74 |
|
| Middleby Corporation (MIDD) | 4.7 | $24M | NEW | 140k | 172.01 |
|
| Aebi Schmidt Hldg Ag F (AEBI) | 4.7 | $24M | +18% | 1.9M | 12.55 |
|
| Esab Corporation (ESAB) | 4.4 | $22M | NEW | 225k | 98.63 |
|
| National Presto Industries (NPK) | 4.3 | $22M | +25% | 174k | 124.99 |
|
| Diebold Nixdorf Com Shs (DBD) | 3.8 | $19M | NEW | 226k | 85.02 |
|
| Boise Cascade (BCC) | 3.5 | $18M | +10% | 230k | 77.63 |
|
| Atmus Filtration Technologies Ord (ATMU) | 3.2 | $16M | +40% | 319k | 50.99 |
|
| Dole Ord Shs (DOLE) | 2.9 | $15M | NEW | 1.1M | 13.72 |
|
| LKQ Corporation (LKQ) | 2.9 | $15M | +19% | 556k | 26.33 |
|
| Kornit Digital SHS (KRNT) | 2.6 | $13M | +10% | 808k | 16.25 |
|
| Regal-beloit Corporation (RRX) | 2.4 | $12M | NEW | 52k | 238.19 |
|
| Core & Main Cl A (CNM) | 2.4 | $12M | NEW | 253k | 48.25 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 2.3 | $12M | NEW | 44k | 263.26 |
|
| HNI Corporation (HNI) | 2.0 | $10M | -47% | 254k | 40.41 |
|
| Greif CL B (GEF.B) | 2.0 | $10M | +7% | 107k | 93.54 |
|
| 3d Sys Corp Del Com New (DDD) | 1.9 | $9.9M | NEW | 3.3M | 3.02 |
|
| Tenaris S A Sponsored Ads (TS) | 1.5 | $7.4M | -47% | 134k | 55.49 |
|
| Arxis Cl A Com | 1.4 | $7.4M | NEW | 160k | 46.14 |
|
| Versigent Ordinary Shares (VGNT) | 1.1 | $5.5M | NEW | 131k | 42.01 |
|
| Fulgent Genetics (FLGT) | 0.8 | $4.0M | +13% | 193k | 20.52 |
|
Past Filings by Medina Value Partners
SEC 13F filings are viewable for Medina Value Partners going back to 2021
- Medina Value Partners 2026 Q2 filed Aug. 14, 2026
- 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