Medina Value Partners as of March 31, 2025
Portfolio Holdings for Medina Value Partners
Medina Value Partners holds 20 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Despegar Com Corp Ord Shs | 8.5 | $30M | 1.6M | 18.79 | |
| Trimas Corp Com New (TRS) | 8.1 | $29M | 1.2M | 23.43 | |
| Thermon Group Holdings (THR) | 6.5 | $23M | 813k | 27.85 | |
| Bristow Group (VTOL) | 6.2 | $22M | 687k | 31.58 | |
| Atmus Filtration Technologies Ord (ATMU) | 5.9 | $21M | 564k | 36.73 | |
| Helen Of Troy (HELE) | 5.9 | $21M | 383k | 53.49 | |
| Tenaris S A Sponsored Ads (TS) | 5.8 | $20M | 518k | 39.11 | |
| Aptiv Com Shs (APTV) | 5.4 | $19M | 320k | 59.50 | |
| Ecovyst (ECVT) | 5.3 | $18M | 3.0M | 6.20 | |
| Phinia Common Stock (PHIN) | 5.2 | $18M | 428k | 42.43 | |
| Huntsman Corporation (HUN) | 5.2 | $18M | 1.1M | 15.79 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 5.0 | $17M | 178k | 97.58 | |
| National Presto Industries (NPK) | 4.3 | $15M | 173k | 87.91 | |
| Greif Cl A (GEF) | 4.2 | $15M | 265k | 54.99 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 3.8 | $13M | 1.6M | 8.06 | |
| Schweitzer-Mauduit International (MATV) | 3.7 | $13M | 2.1M | 6.23 | |
| Mrc Global Inc cmn (MRC) | 3.7 | $13M | 1.1M | 11.48 | |
| Brunswick Corporation (BC) | 3.6 | $13M | 233k | 53.85 | |
| Wabash National Corporation (WNC) | 2.1 | $7.5M | 680k | 11.05 | |
| Telus Intl Cda Sub Vtg Shs (TIXT) | 1.6 | $5.7M | 2.1M | 2.69 |
