The Analysis of Medina Value Partners, LLC's Holdings


Currently, Medina Value Partners, LLC holds 24 types of securities in its portfolio with a total value $428.0M. In the most recent quarter, they have increased their positions in DNOW (+1.5M shares, valued at $19.6M), BCC (+227.2K shares, valued at $16.7M), PLUS (+157.8K shares, valued at $13.8M); decreased their positions in GIII (-352.4K shares, valued at $10.2M), BXC (-74.8K shares, valued at $4.6M), PHIN (-64.2K shares, valued at $4.0M); initiated new positions in DNOW (+1.5M shares, valued at $19.6M), BCC (+227.2K shares, valued at $16.7M), HNI (+302.4K shares, valued at $12.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
THR THERMON GROUP HLDGS INC1.0M shares5.71%2025-12-312026-02-13history
IOSP INNOSPEC INC378.8K shares60.53%2025-12-312026-02-13history
KMT KENNAMETAL INC968.3K shares72.66%2025-12-312026-02-13history
ATMU ATMUS FILTRATION TECHNOLOGIE512.3K shares1.47%2025-12-312026-02-13history
APTIV PLC APTIV PLC345.7K shares0.10%2025-12-312026-02-13history
GEF GREIF INC377.8K shares1.49%2025-12-312026-02-13history
NPK NATIONAL PRESTO INDS INC212.2K shares1.61%2025-12-312026-02-13history
TS TENARIS S A561.5K shares0.10%2025-12-312026-02-13history
Sponsored
ECVT ECOVYST INC2.2M shares1.48%2025-12-312026-02-13history
DNOW DNOW INC1.5M sharesnew addition2025-12-312026-02-13history
PHIN PHINIA INC299.9K shares-17.63%2025-12-312026-02-13history
AEBI AEBI SCHMIDT HLDG AG1.4M shares22.79%2025-12-312026-02-13history
PLUS EPLUS INC196.3K shares410.60%2025-12-312026-02-13history
BCC BOISE CASCADE CO DEL227.2K sharesnew addition2025-12-312026-02-13history
LKQ LKQ CORP455.6K shares7.31%2025-12-312026-02-13history
BXC BLUELINX HLDGS INC213.5K shares-25.93%2025-12-312026-02-13history
Sponsored
HNI HNI CORP302.4K sharesnew addition2025-12-312026-02-13history
AAP ADVANCE AUTO PARTS INC306.7K sharesnew addition2025-12-312026-02-13history
IEX IDEX CORP63.3K shares1718.08%2025-12-312026-02-13history
KRNT KORNIT DIGITAL LTD713.0K shares-24.40%2025-12-312026-02-13history
GIII G III APPAREL GROUP LTD329.7K shares-51.66%2025-12-312026-02-13history
RHI ROBERT HALF INC.255.1K sharesnew addition2025-12-312026-02-13history
GEF.B GREIF INC63.8K sharesnew addition2025-12-312026-02-13history
ST SENSATA TECHNOLOGIES HLDG PL112.7K sharesnew addition2025-12-312026-02-13history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available