Medina Singh Partners as of March 31, 2022
Portfolio Holdings for Medina Singh Partners
Medina Singh Partners holds 20 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tecnoglass SHS (TGLS) | 10.0 | $16M | 616k | 25.24 | |
| Greenbrier Companies (GBX) | 9.5 | $15M | 289k | 51.51 | |
| Warrior Met Coal (HCC) | 8.1 | $13M | 340k | 37.11 | |
| Ecovyst (ECVT) | 8.1 | $13M | 1.1M | 11.56 | |
| H&E Equipment Services (HEES) | 8.0 | $12M | 285k | 43.52 | |
| Constellium Se Cl A Shs (CSTM) | 7.6 | $12M | 660k | 18.00 | |
| Orion Engineered Carbons (OEC) | 7.2 | $11M | 704k | 15.97 | |
| American Woodmark Corporation (AMWD) | 6.4 | $10M | 205k | 48.95 | |
| Resolute Fst Prods In | 5.5 | $8.5M | 661k | 12.91 | |
| Cannae Holdings (CNNE) | 5.4 | $8.3M | 349k | 23.92 | |
| Trinseo SHS (TSE) | 4.4 | $6.8M | 143k | 47.92 | |
| Dxp Enterprises Com New (DXPE) | 3.8 | $5.9M | 217k | 27.09 | |
| Haverty Furniture Companies (HVT) | 3.5 | $5.4M | 198k | 27.42 | |
| Northwest Pipe Company (NWPX) | 3.1 | $4.8M | 187k | 25.45 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 2.8 | $4.3M | 530k | 8.13 | |
| Haynes International Com New (HAYN) | 2.5 | $3.9M | 92k | 42.60 | |
| Pershing Square Tontine Hldg Com Cl A | 1.6 | $2.6M | 129k | 19.89 | |
| Vivint Smart Home Com Cl A | 1.2 | $1.9M | 279k | 6.76 | |
| Schweitzer-Mauduit International (MATV) | 1.1 | $1.7M | 61k | 27.50 | |
| Cazoo Group | 0.4 | $578k | 209k | 2.76 |
