Medina Value Partners as of Dec. 31, 2024
Portfolio Holdings for Medina Value Partners
Medina Value Partners holds 15 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Despegar Com Corp Ord Shs | 11.5 | $28M | 1.5M | 19.25 | |
| Trimas Corp Com New (TRS) | 10.4 | $25M | 1.0M | 24.59 | |
| Tenaris S A Sponsored Ads (TS) | 8.8 | $21M | 566k | 37.79 | |
| Bristow Group (VTOL) | 8.7 | $21M | 618k | 34.30 | |
| Ecovyst (ECVT) | 8.6 | $21M | 2.7M | 7.64 | |
| Atmus Filtration Technologies Ord (ATMU) | 8.2 | $20M | 508k | 39.18 | |
| Helen Of Troy (HELE) | 7.8 | $19M | 319k | 59.83 | |
| Phinia Common Stock (PHIN) | 7.6 | $19M | 387k | 48.17 | |
| Thermon Group Holdings (THR) | 7.3 | $18M | 617k | 28.77 | |
| Aptiv Com Shs (APTV) | 6.2 | $15M | 250k | 60.48 | |
| Nextracker Class A Com (NXT) | 5.0 | $12M | 331k | 36.53 | |
| National Presto Industries (NPK) | 4.1 | $10M | 102k | 98.42 | |
| Telus Intl Cda Sub Vtg Shs (TIXT) | 3.4 | $8.2M | 2.1M | 3.92 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 1.3 | $3.3M | 448k | 7.28 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 1.2 | $2.9M | 34k | 85.49 |
