Medina Value Partners, LLC Top Holdings and 13F Report (2026) About Medina Value Partners, LLCInvestment ActivityMedina Value Partners, LLC has $477.46 million in total holdings as of March 31, 2026.Medina Value Partners, LLC owns shares of 30 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 37.88% of the portfolio was purchased this quarter.About 34.11% of the portfolio was sold this quarter.This quarter, Medina Value Partners, LLC has purchased 24 new stocks and bought additional shares in 8 stocks.Medina Value Partners, LLC sold shares of 9 stocks and completely divested from 7 stocks this quarter.Largest Holdings Thermon Group $48,702,478Kennametal $40,330,654MSC Industrial Direct $26,723,422Greif $25,221,539APTIV PLC $24,772,442 Largest New Holdings this Quarter 553530106 - MSC Industrial Direct $26,723,422 Holding45765U103 - Insight Enterprises $22,664,122 Holding76118Y104 - Resideo Technologies $13,438,761 HoldingL44385109 - Globant $13,174,918 Holding92214X106 - Varex Imaging $13,169,535 Holding Largest Purchases this Quarter MSC Industrial Direct 289,622 shares (about $26.72M)Insight Enterprises 338,220 shares (about $22.66M)Sensata Technologies 481,509 shares (about $16.96M)Resideo Technologies 398,658 shares (about $13.44M)Globant 285,728 shares (about $13.17M) Largest Sales this Quarter Tenaris 308,133 shares (about $17.93M)Atmus Filtration Technologies 285,821 shares (about $16.23M)National Presto Industries 73,550 shares (about $10.08M)Thermon Group 77,207 shares (about $3.89M)PHINIA 36,528 shares (about $2.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMedina Value Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTHRThermon Group$48,702,478$3,891,233 â–¼-7.4%966,31910.2%Computer and TechnologyKMTKennametal$40,330,654$5,346,192 â–²15.3%1,116,2658.4%IndustrialsMSMMSC Industrial Direct$26,723,422$26,723,422 â–²New Holding289,6225.6%IndustrialsGEFGreif$25,221,539$117,440 â–¼-0.5%376,0485.3%IndustrialsAPTIV PLC$24,772,442$765,159 â–²3.2%356,7465.2%COM SHSNSITInsight Enterprises$22,664,122$22,664,122 â–²New Holding338,2204.7%Retail/WholesaleSTSensata Technologies$20,929,450$16,958,747 â–²427.1%594,2494.4%Computer and TechnologyNPKNational Presto Industries$19,009,674$10,080,763 â–¼-34.7%138,6964.0%Multi-Sector ConglomeratesPHINPHINIA$18,028,602$2,499,976 â–¼-12.2%263,4223.8%Auto/Tires/TrucksDNOWDNOW$16,704,525$940,485 â–¼-5.3%1,402,5633.5%IndustrialsHNIHNI$16,105,433$6,007,028 â–²59.5%482,3433.4%Business ServicesBCCBoise Cascade$15,779,455$1,453,665 â–¼-8.4%208,0353.3%ConstructionAEBI SCHMIDT HLDG AG$15,561,615$1,651,943 â–²11.9%1,602,6383.3%COMTSTenaris$14,740,601$17,927,178 â–¼-54.9%253,3623.1%IndustrialsLKQLKQ$13,709,769$327,740 â–²2.4%466,7952.9%Auto/Tires/TrucksREZIResideo Technologies$13,438,761$13,438,761 â–²New Holding398,6582.8%IndustrialsGLOBGlobant$13,174,918$13,174,918 â–²New Holding285,7282.8%Computer and TechnologyVREXVarex Imaging$13,169,535$13,169,535 â–²New Holding1,241,2382.8%MedicalATMUAtmus Filtration Technologies$12,854,942$16,226,058 â–¼-55.8%226,4392.7%IndustrialsFELEFranklin Electric$12,328,844$12,328,844 â–²New Holding133,7622.6%IndustrialsTASKTaskUs$11,492,928$11,492,928 â–²New Holding1,712,8062.4%Computer and TechnologyKRNTKornit Digital$10,721,122$268,952 â–²2.6%731,3182.2%IndustrialsAMNAMN Healthcare Services$10,018,353$10,018,353 â–²New Holding546,2572.1%MedicalBXCBlueLinx$9,144,338$2,425,693 â–¼-21.0%168,7771.9%ConstructionGEF.BGreif Bros.$8,754,963$3,172,712 â–²56.8%100,0111.8%IndustrialsSCSCScanSource$8,396,408$8,396,408 â–²New Holding231,3061.8%IndustrialsDXPEDXP Enterprises$6,261,022$6,261,022 â–²New Holding44,8081.3%IndustrialsMGRCMcGrath RentCorp$3,047,257$3,047,257 â–²New Holding27,6320.6%FinanceJJSFJ & J Snack Foods$2,964,381$2,964,381 â–²New Holding37,3960.6%Consumer StaplesFLGTFulgent Genetics$2,704,097$2,704,097 â–²New Holding170,0690.6%MedicalIOSPInnospec$0$28,990,979 â–¼-100.0%00.0%Basic MaterialsECVTEcovyst$0$21,328,325 â–¼-100.0%00.0%Basic MaterialsPLUSePlus$0$17,214,194 â–¼-100.0%00.0%Computer and TechnologyAAPAdvance Auto Parts$0$12,051,542 â–¼-100.0%00.0%Retail/WholesaleIEXIDEX$0$11,254,883 â–¼-100.0%00.0%IndustrialsGIIIG-III Apparel Group$0$9,549,155 â–¼-100.0%00.0%Consumer DiscretionaryRHIRobert Half$0$6,929,195 â–¼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
