Medina Value Partners, LLC 13F Holdings
CIK 0001843543 · LOS ANGELES, CA
As of Sep 30, 2025, Medina Value Partners, LLC reported 28 positions worth $428.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APTIV PLC | APTV | Consumer Cyclical | 345,395 | $29.8M | 6.96% |
| THERMON GROUP HLDGS INC | THR | Industrials | 987,165 | $26.4M | 6.16% |
| NATIONAL PRESTO INDUSTRIES INC | NPK | Industrials | 208,886 | $23.4M | 5.47% |
| ATMUS FILTRATION TECHNOLOGIES INC | ATMU | Industrials | 504,820 | $22.8M | 5.32% |
| GREIF INC | GEF | Consumer Cyclical | 372,250 | $22.2M | 5.20% |
| BLUELINX HOLDINGS INC | BXC | Industrials | 288,304 | $21.1M | 4.92% |
| TRIMAS CORP | TRS | Consumer Cyclical | 544,190 | $21.0M | 4.91% |
| PHINIA INC | PHIN | Consumer Cyclical | 364,144 | $20.9M | 4.89% |
| MRC GLOBAL INC | MRC | Energy | 1,417,479 | $20.4M | 4.78% |
| TENARIS SA | TS | Energy | 560,954 | $20.1M | 4.69% |
| ECOVYST INC | ECVT | Basic Materials | 2,160,140 |