Investor
Medina Value Partners, LLC
CIK 0001843543 · filed 2026-05-14 · SEC filing
13F book
$477.5M
Positions
30
13 new · 7 sold
Largest name
10.2%
Thermon Group Hldgs Inc
Est. mark
$20.9M
Price effect on 17 names still held. Flow $28.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Thermon Group Hldgs Inc | — | 966.3K | $48.7M | 10.2% | $12.8M | Cut$9.93M |
| Kennametal Inc | KMT | 1.12M | $40.3M | 8.4% | $7.48M | Added$12.8M |
| Msc Indl Direct Inc | — | 289.6K | $26.7M | 5.6% | — | New |
| Greif Inc | — | 376K | $25.2M | 5.3% | −$236.9K | Cut−$355.5K |
| Aptiv Plc | APTV | 356.7K | $24.8M | 5.2% | −$2.3M | Added−$1.53M |
| Insight Enterprises Inc | NSIT | 338.2K | $22.7M | 4.7% | — | New |
| Sensata Technologies Hldg Pl | — | 594.2K | $20.9M | 4.4% | $217.6K | Added$17.2M |
| National Presto Inds Inc | — | 138.7K | $19M | 4.0% | $4.2M | Cut−$3.65M |
| Phinia Inc. | PHIN | 263.4K | $18M | 3.8% | $1.51M | Cut−$775.3K |
| DNOW Inc. | DNOW | 1.4M | $16.7M | 3.5% | −$1.88M | Cut−$2.93M |
| Hni Corp | HNI | 482.3K | $16.1M | 3.4% | −$2.62M | Added$3.39M |
| Boise Cascade Co Del | — | 208K | $15.8M | 3.3% | $468.1K | Cut−$942.5K |
| Aebi Schmidt Hldg Ag | — | 1.6M | $15.6M | 3.3% | −$4.21M | Added−$2.56M |
| Tenaris S A | — | 253.4K | $14.7M | 3.1% | $5M | Cut−$6.85M |
| Lkq Corp | LKQ | 466.8K | $13.7M | 2.9% | −$378.2K | Added−$50.4K |
| Resideo Technologies, Inc. | REZI | 398.7K | $13.4M | 2.8% | — | New |
| Globant S.A. | GLOB | 285.7K | $13.2M | 2.8% | — | New |
| Varex Imaging Corp | VREX | 1.24M | $13.2M | 2.8% | — | New |
| Atmus Filtration Technologie | — | 226.4K | $12.9M | 2.7% | $1.1M | Cut−$13.7M |
| Franklin Elec Inc | — | 133.8K | $12.3M | 2.6% | — | New |
| TaskUs, Inc. | TASK | 1.71M | $11.5M | 2.4% | — | New |
| Kornit Digital Ltd. | KRNT | 731.3K | $10.7M | 2.2% | $199.6K | Added$468.6K |
| Amn Healthcare Svcs Inc | — | 546.3K | $10M | 2.1% | — | New |
| Bluelinx Hldgs Inc | — | 168.8K | $9.14M | 1.9% | −$1.22M | Cut−$3.97M |
| Greif Inc | — | 100K | $8.75M | 1.8% | $819.4K | Added$3.99M |
| Scansource, Inc. | SCSC | 231.3K | $8.4M | 1.8% | — | New |
| Dxp Enterprises Inc | DXPE | 44.8K | $6.26M | 1.3% | — | New |
| Mcgrath Rentcorp | MGRC | 27.6K | $3.05M | 0.6% | — | New |
| J&J Snack Foods Corp | JJSF | 37.4K | $2.96M | 0.6% | — | New |
| Fulgent Genetics, Inc. | FLGT | 170.1K | $2.7M | 0.6% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.