account_balance
Investment manager · 13F filer · SEC CIK 1843543
Medina Value Partners, LLC
Reported value$510Mas of Jun 30, 2026
Positions28 10 new, 12 sold out
Top 10 weight54.8%KMT alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
KMTKennametal Inc
8.4%Added +10%
GEFGreif Inc
6.1%Added +10%
MSMMSC Indl Direct Inc
6.0%Trimmed −11%
APTVAptiv PLC
5.4%Added +26%
MGRCMcgrath Rentcorp
5.0%Added +661%
FELEFranklin Elec Inc
4.9%Added +75%
PHINPhinia Inc
4.8%Added +13%
STSensata Technologies HLDG Pl
4.8%Trimmed −14%
MIDDMiddleby Corp
4.7%New
AEBIAebi Schmidt HLDG AG
4.7%Added +19%
ESABEsab Corporation
4.4%New
NPKNational Presto Inds Inc
4.3%Added +25%
KMTKennametal Inc
8.4%Added +10%
GEF6.1%MSM6.0%APTV5.4%MGRC5.0%FELE4.9%PHIN4.8%ST4.8%MIDD4.7%AEBI4.7%ESAB4.4%NPK4.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KMT Kennametal Inc 8.4% Added +10%GEF Greif Inc 6.1% Added +10%MSM MSC Indl Direct Inc 6.0% Trimmed −11%APTV Aptiv PLC 5.4% Added +26%MGRC Mcgrath Rentcorp 5.0% Added +661%FELE Franklin Elec Inc 4.9% Added +75%PHIN Phinia Inc 4.8% Added +13%ST Sensata Technologies HLDG Pl 4.8% Trimmed −14%MIDD Middleby Corp 4.7% NewAEBI Aebi Schmidt HLDG AG 4.7% Added +19%ESAB Esab Corporation 4.4% NewNPK National Presto Inds Inc 4.3% Added +25%
What changed