Medina Value Partners
$510M 13F equity value
40 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Medina Value Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| KMT | KENNAMETAL INC | 1,227,027 | $43M | 8.4% |
| GEF | GREIF INC | 415,191 | $31M | 6.1% |
| MSM | MSC INDL DIRECT INC | 258,570 | $31M | 6.0% |
| APTV | APTIV PLC | 450,892 | $28M | 5.4% |
| MGRC | MCGRATH RENTCORP | 210,294 | $25M | 5.0% |
| FELE | FRANKLIN ELEC INC | 234,374 | $25M | 4.9% |
| PHIN | PHINIA INC | 298,155 | $25M | 4.8% |
| ST | SENSATA TECHNOLOGIES HLDG PL | 509,927 | $24M | 4.8% |
| MIDD | MIDDLEBY CORP | 139,976 | $24M | 4.7% |
| AEBI | AEBI SCHMIDT HLDG AG | 1,903,833 | $24M | 4.7% |
Track Medina Value Partners's 13F portfolio: $510M in reported holdings, 40 positions. Top holdings and quarterly changes on SentiSense.
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