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MEDINA VALUE PARTNERS, LLC
MEDINA VALUE PARTNERS, LLC
Latest filing: 2026-06-30
MEDINA VALUE PARTNERS, LLC runs MEDINA VALUE PARTNERS, LLC and currently holds 28 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $510.39M. Their top holdings are KMT, GEF, MSM, APTV, MGRC. The top five represent 30.9% of reported portfolio weight. MEDINA VALUE PARTNERS, LLC ranks #545 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MEDINA VALUE PARTNERS, LLC initiated 10 new positions. They added to 14 existing positions. They trimmed 4 positions. Their current best-performing preview position is ST with returns of +35.55%.
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28 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 KMT KENNAMETAL INC | 8.43% | $27.14 | $29.97 | +10.41% | Added +9.92% |
 GEF GREIF INC | 6.06% | $58.81 | $87.91 | +49.48% | Added +10.41% |
 MSM MSC INDL DIRECT INC | 6.03% | $92.27 | $119.80 | +29.84% | Trimmed -10.72% |
 APTV APTIV PLC | 5.42% | $61.05 | $48.28 | -20.92% | Added +26.39% |
 MGRC MCGRATH RENTCORP | 4.99% | $119.62 | $116.65 | -2.48% | Added +661.05% |
 FELE FRANKLIN ELEC INC | 4.92% | $98.62 | $104.10 | +5.56% | Added +75.22% |
 PHIN PHINIA INC | 4.81% | $45.31 | $72.86 | +60.80% | Added +13.19% |
 ST SENSATA TECHNOLOGIES HLDG PL | 4.77% | $34.85 | $42.84 | +22.91% | Trimmed -14.19% |
 MIDD MIDDLEBY CORP | 4.72% | $172.01 | $115.48 | -32.86% | New Buy |
 AEBI AEBI SCHMIDT HLDG AG | 4.68% | $12.26 | $12.32 | +0.49% | Added +18.79% |
Showing 1-10 of 28