Medina Value Partners, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Medina Value Partners, LLC disclosed 30 US equity positions worth $477.5m in its Q1 2026 13F filing. The largest position was 8TG at 10.2% of the reported book, followed by KMT and MSM.
What did Medina Value Partners, LLC own in Q1 2026? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | 8TG THERMON GROUP HLDGS INC | 10.2% | $48.7m | 966,319 | – | ||
| 2 | KMT KENNAMETAL INC | Industrials | 8.4% | $40.3m | 1,116,265 | – | |
| 3 | MSM MSC INDL DIRECT INC | Industrials | 5.6% | $26.7m | 289,622 | – | |
| 4 | GEF GREIF INC | Consumer Cyclical | 5.3% | $25.2m | 376,048 | – | |
| 5 | APTV APTIV PLC | Consumer Cyclical | 5.2% | $24.8m | 356,746 | – | |
| 6 | NSIT INSIGHT ENTERPRISES INC | Technology | 4.7% | $22.7m | 338,220 | – | |
| 7 | SENSATA TECHNOLOGIES HLDG PL | 4.4% | $20.9m | 594,249 | – | ||
| 8 | NPK NATIONAL PRESTO INDS INC | Industrials | 4.0% | $19.0m | 138,696 | – | |
| 9 | PHIN PHINIA INC | Consumer Cyclical | 3.8% | $18.0m | 263,422 | – | |
| 10 | DNOW DNOW INC | Industrials | 3.5% | $16.7m | 1,402,563 | – | |
| 11 | HNI HNI CORP | Consumer Cyclical | 3.4% | $16.1m | 482,343 | – | |
| 12 | BCC BOISE CASCADE CO DEL | Basic Materials | 3.3% | $15.8m | 208,035 | – | |
| 13 | AEBI SCHMIDT HLDG AG | 3.3% | $15.6m | 1,602,638 | – | ||
| 14 | TS TENARIS S A | Energy | 3.1% | $14.7m | 253,362 | – | |
| 15 | LKQ LKQ CORP | Consumer Cyclical | 2.9% | $13.7m | 466,795 | – | |
| 16 | REZI RESIDEO TECHNOLOGIES INC | Industrials | 2.8% | $13.4m | 398,658 | – | |
| 17 | GLOB GLOBANT S A | Technology | 2.8% | $13.2m | 285,728 | – | |
| 18 | VREX VAREX IMAGING CORP | Healthcare | 2.8% | $13.2m | 1,241,238 | – | |
| 19 | ATMU ATMUS FILTRATION TECHNOLOGIE | Consumer Cyclical | 2.7% | $12.9m | 226,439 | – | |
| 20 | FELE FRANKLIN ELEC INC | Industrials | 2.6% | $12.3m | 133,762 | – | |
| 21 | TASK TASKUS INC | Technology | 2.4% | $11.5m | 1,712,806 | – | |
| 22 | KRNT KORNIT DIGITAL LTD | Industrials | 2.2% | $10.7m | 731,318 | – | |
| 23 | AMN AMN HEALTHCARE SVCS INC | Healthcare | 2.1% | $10.0m | 546,257 | – | |
| 24 | BXC BLUELINX HLDGS INC | Industrials | 1.9% | $9.1m | 168,777 | – | |
| 25 | GEF/B GREIF INC | 1.8% | $8.8m | 100,011 | – | ||
| 26 | SCSC SCANSOURCE INC | Technology | 1.8% | $8.4m | 231,306 | – | |
| 27 | DXPE DXP ENTERPRISES INC | Industrials | 1.3% | $6.3m | 44,808 | – | |
| 28 | MGRC MCGRATH RENTCORP | Industrials | 0.6% | $3.0m | 27,632 | – | |
| 29 | JJSF J & J SNACK FOODS CORP | Consumer Defensive | 0.6% | $3.0m | 37,396 | – | |
| 30 | FLGT FULGENT GENETICS INC | Healthcare | 0.6% | $2.7m | 170,069 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.