Medina Value Partners as of Dec. 31, 2025
Portfolio Holdings for Medina Value Partners
Medina Value Partners holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Thermon Group Holdings (THR) | 9.1 | $39M | 1.0M | 37.16 | |
| Innospec (IOSP) | 6.8 | $29M | 379k | 76.54 | |
| Kennametal (KMT) | 6.4 | $28M | 968k | 28.41 | |
| Atmus Filtration Technologies Ord (ATMU) | 6.2 | $27M | 512k | 51.91 | |
| Aptiv Com Shs (APTV) | 6.1 | $26M | 346k | 76.09 | |
| Greif Cl A (GEF) | 6.0 | $26M | 378k | 67.70 | |
| National Presto Industries (NPK) | 5.3 | $23M | 212k | 106.76 | |
| Tenaris S A Sponsored Ads (TS) | 5.0 | $22M | 562k | 38.45 | |
| Ecovyst (ECVT) | 5.0 | $21M | 2.2M | 9.73 | |
| Now (DNOW) | 4.6 | $20M | 1.5M | 13.25 | |
| Phinia Common Stock (PHIN) | 4.4 | $19M | 300k | 62.69 | |
| Aebi Schmidt Hldg Ag F (AEBI) | 4.2 | $18M | 1.4M | 12.65 | |
| ePlus (PLUS) | 4.0 | $17M | 196k | 87.70 | |
| Boise Cascade (BCC) | 3.9 | $17M | 227k | 73.60 | |
| LKQ Corporation (LKQ) | 3.2 | $14M | 456k | 30.20 | |
| Bluelinx Hldgs Com New (BXC) | 3.1 | $13M | 214k | 61.43 | |
| HNI Corporation (HNI) | 3.0 | $13M | 302k | 42.04 | |
| Advance Auto Parts (AAP) | 2.8 | $12M | 307k | 39.30 | |
| IDEX Corporation (IEX) | 2.6 | $11M | 63k | 177.94 | |
| Kornit Digital SHS (KRNT) | 2.4 | $10M | 713k | 14.38 | |
| G-III Apparel (GIII) | 2.2 | $9.5M | 330k | 28.96 | |
| Robert Half International (RHI) | 1.6 | $6.9M | 255k | 27.16 | |
| Greif CL B (GEF.B) | 1.1 | $4.8M | 64k | 74.69 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.9 | $3.8M | 113k | 33.29 |
