Universe · entity
Medina Value Partners, LLC
Institutional manager (13F) · CIK 1843543
13F holdings · as of 2026-03-31 · top 30 · reported portfolio $477M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | THERMON GROUP HLDGS INC | $49M | 966,319 |
| 2 | KENNAMETAL INC | $40M | 1,116,265 |
| 3 | MSC INDL DIRECT INC | $27M | 289,622 |
| 4 | GREIF INC | $25M | 376,048 |
| 5 | APTIV PLC | $25M | 356,746 |
| 6 | INSIGHT ENTERPRISES INC | $23M | 338,220 |
| 7 | SENSATA TECHNOLOGIES HLDG PL | $21M | 594,249 |
| 8 | NATIONAL PRESTO INDS INC | $19M | 138,696 |
| 9 | PHINIA INC | $18M | 263,422 |
| 10 | DNOW INC | $17M | 1,402,563 |
| 11 | HNI CORP | $16M | 482,343 |
| 12 | BOISE CASCADE CO DEL | $16M | 208,035 |
| 13 | AEBI SCHMIDT HLDG AG | $16M | 1,602,638 |
| 14 | TENARIS S A | $15M | 253,362 |
| 15 | LKQ CORP | $14M | 466,795 |
| 16 | RESIDEO TECHNOLOGIES INC | $13M | 398,658 |
| 17 | GLOBANT S A | $13M | 285,728 |
| 18 | VAREX IMAGING CORP | $13M | 1,241,238 |
| 19 | ATMUS FILTRATION TECHNOLOGIE | $13M | 226,439 |
| 20 | FRANKLIN ELEC INC | $12M | 133,762 |
| 21 | TASKUS INC | $11M | 1,712,806 |
| 22 | KORNIT DIGITAL LTD | $11M | 731,318 |
| 23 | AMN HEALTHCARE SVCS INC | $10M | 546,257 |
| 24 | BLUELINX HLDGS INC | $9M | 168,777 |
| 25 | GREIF INC | $9M | 100,011 |
| 26 | SCANSOURCE INC | $8M | 231,306 |
| 27 | DXP ENTERPRISES INC | $6M | 44,808 |
| 28 | MCGRATH RENTCORP | $3M | 27,632 |
| 29 | J & J SNACK FOODS CORP | $3M | 37,396 |
| 30 | FULGENT GENETICS INC | $3M | 170,069 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.