Medina Value Partners as of March 31, 2026
Portfolio Holdings for Medina Value Partners
Medina Value Partners holds 30 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Thermon Group Holdings | 10.2 | $49M | 966k | 50.40 | |
| Kennametal (KMT) | 8.4 | $40M | 1.1M | 36.13 | |
| Msc Indl Direct Cl A (MSM) | 5.6 | $27M | 290k | 92.27 | |
| Greif Cl A (GEF) | 5.3 | $25M | 376k | 67.07 | |
| Aptiv Com Shs (APTV) | 5.2 | $25M | 357k | 69.44 | |
| Insight Enterprises (NSIT) | 4.7 | $23M | 338k | 67.01 | |
| Sensata Technologies Hldg Pl SHS (ST) | 4.4 | $21M | 594k | 35.22 | |
| National Presto Industries (NPK) | 4.0 | $19M | 139k | 137.06 | |
| Phinia Common Stock (PHIN) | 3.8 | $18M | 263k | 68.44 | |
| Now (DNOW) | 3.5 | $17M | 1.4M | 11.91 | |
| HNI Corporation (HNI) | 3.4 | $16M | 482k | 33.39 | |
| Boise Cascade (BCC) | 3.3 | $16M | 208k | 75.85 | |
| Aebi Schmidt Hldg Ag F (AEBI) | 3.3 | $16M | 1.6M | 9.71 | |
| Tenaris S A Sponsored Ads (TS) | 3.1 | $15M | 253k | 58.18 | |
| LKQ Corporation (LKQ) | 2.9 | $14M | 467k | 29.37 | |
| Resideo Technologies (REZI) | 2.8 | $13M | 399k | 33.71 | |
| Globant S A (GLOB) | 2.8 | $13M | 286k | 46.11 | |
| Varex Imaging (VREX) | 2.8 | $13M | 1.2M | 10.61 | |
| Atmus Filtration Technologies Ord (ATMU) | 2.7 | $13M | 226k | 56.77 | |
| Franklin Electric (FELE) | 2.6 | $12M | 134k | 92.17 | |
| Taskus Class A Com (TASK) | 2.4 | $12M | 1.7M | 6.71 | |
| Kornit Digital SHS (KRNT) | 2.2 | $11M | 731k | 14.66 | |
| AMN Healthcare Services (AMN) | 2.1 | $10M | 546k | 18.34 | |
| Bluelinx Hldgs Com New (BXC) | 1.9 | $9.1M | 169k | 54.18 | |
| Greif CL B (GEF.B) | 1.8 | $8.8M | 100k | 87.54 | |
| ScanSource (SCSC) | 1.8 | $8.4M | 231k | 36.30 | |
| Dxp Enterprises Com New (DXPE) | 1.3 | $6.3M | 45k | 139.73 | |
| McGrath Rent (MGRC) | 0.6 | $3.0M | 28k | 110.28 | |
| J&J Snack Foods (JJSF) | 0.6 | $3.0M | 37k | 79.27 | |
| Fulgent Genetics (FLGT) | 0.6 | $2.7M | 170k | 15.90 |
