Medina Value Partners, LLC: 13F holdings
CIK 18435432026Q2
| Positions | 28 |
|---|
| Reported value | $510.4m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 28 (-2 vs prior quarter) |
|---|
| Reported value | $510.4m (+6.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| KMT KENNAMETAL INC | 1,227,027 | $43.0m | 8.4% |
| GEF GREIF INC | 415,191 | $30.9m | 6.1% |
| MSM MSC INDL DIRECT INC | 258,570 | $30.8m | 6.0% |
| APTIV PLC | 450,892 | $27.7m | 5.4% |
| MGRC MCGRATH RENTCORP | 210,294 | $25.5m | 5.0% |
| FELE FRANKLIN ELEC INC | 234,374 | $25.1m | 4.9% |
| PHIN PHINIA INC | 298,155 | $24.6m | 4.8% |
| SENSATA TECHNOLOGIES HLDG PL | 509,927 | $24.3m | 4.8% |
| MIDD MIDDLEBY CORP | 139,976 | $24.1m | 4.7% |
| AEBI SCHMIDT HLDG AG | 1,903,833 | $23.9m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843543")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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