Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Medina Value Partners, LLC (CIK 1843543) reported $477.5M across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: THR ($48.7M, 10.20%), KMT ($40.3M, 8.45%), MSM ($26.7M, 5.60%), GEF ($25.2M, 5.28%), APTV ($24.8M, 5.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | THR | THERMON GROUP HLDGS INC | $48.7M | 10.20% | 966,319 | Trimmed |
| 2 | KMT | KENNAMETAL INC | $40.3M | 8.45% | 1.1M | Added |
| 3 | MSM | MSC INDL DIRECT INC | $26.7M | 5.60% | 289,622 | New |
| 4 | GEF | GREIF INC | $25.2M | 5.28% | 376,048 | Trimmed |
| 5 | APTV | APTIV PLC | $24.8M | 5.19% | 356,746 | Added |
| 6 | NSIT | INSIGHT ENTERPRISES INC | $22.7M | 4.75% | 338,220 | New |
| 7 | ST | SENSATA TECHNOLOGIES HLDG PL | $20.9M | 4.38% | 594,249 | Added |
| 8 | NPK | NATIONAL PRESTO INDS INC | $19.0M | 3.98% | 138,696 | Trimmed |
| 9 | PHIN | PHINIA INC | $18.0M | 3.78% | 263,422 | Trimmed |
| 10 | DNOW | DNOW INC | $16.7M | 3.50% | 1.4M | Trimmed |
| 11 | HNI | HNI CORP | $16.1M | 3.37% | 482,343 | Added |
| 12 | BCC | BOISE CASCADE CO DEL | $15.8M | 3.30% | 208,035 | Trimmed |
| 13 | AEBI | AEBI SCHMIDT HLDG AG | $15.6M | 3.26% | 1.6M | Added |
| 14 | TS | TENARIS S A | $14.7M | 3.09% | 253,362 | Trimmed |
| 15 | LKQ | LKQ CORP | $13.7M | 2.87% | 466,795 | Added |
| 16 | REZI | RESIDEO TECHNOLOGIES INC | $13.4M | 2.81% | 398,658 | New |
| 17 | VREX | VAREX IMAGING CORP | $13.2M | 2.76% | 1.2M | New |
| 18 | GLOB | GLOBANT S A | $13.2M | 2.76% | 285,728 | New |
| 19 | ATMU | ATMUS FILTRATION TECHNOLOGIE | $12.9M | 2.69% | 226,439 | Trimmed |
| 20 | FELE | FRANKLIN ELEC INC | $12.3M | 2.58% | 133,762 | New |
| 21 | TASK | TASKUS INC | $11.5M | 2.41% | 1.7M | New |
| 22 | KRNT | KORNIT DIGITAL LTD | $10.7M | 2.25% | 731,318 | Added |
| 23 | AMN | AMN HEALTHCARE SVCS INC | $10.0M | 2.10% | 546,257 | New |
| 24 | BXC | BLUELINX HLDGS INC | $9.1M | 1.92% | 168,777 | Trimmed |
| 25 | GEF/B | GREIF INC | $8.8M | 1.83% | 100,011 | Added |
Source: SEC Form 13F filings · as of 2026-03-31