MEDINA VALUE PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ECVT | 2.16M | $18.92M |
 | VSTS | 1.43M | $6.47M |
 | MRC | 1.42M | $20.44M |
 | OEC | 1.24M | $9.38M |
 | AEBI | 1.17M | $14.55M |
 | THR | 987K | $26.38M |
 | KRNT | 943K | $12.73M |
 | AVTR | 781K | $9.75M |
 | ENR | 689K | $17.14M |
 | GIII | 682K | $18.15M |
 | FUN | 649K | $14.76M |
 | TS | 561K | $20.07M |
 | KMT | 561K | $11.74M |
 | TRS | 544K | $21.03M |
 | ATMU | 505K | $22.76M |
 | LKQ | 425K | $12.97M |
 | GEF | 372K | $22.25M |
 | PHIN | 364K | $20.93M |
 | APTV | 345K | $29.78M |
 | NX | 324K | $4.60M |
Ecovyst Inc.
ECVT
Shares Held
2.16M
Value
$18.92M
Vestis Corporation
VSTS
Shares Held
1.43M
Value
$6.47M
MRC Global Inc.
MRC
Shares Held
1.42M
Value
$20.44M
Orion Engineered Carbons S.A.
OEC
Shares Held
1.24M
Value
$9.38M
Aebi Schmidt Holding AG
AEBI
Shares Held
1.17M
Value
$14.55M
Thermon Group Holdings, Inc.
THR
Shares Held
987K
Value
$26.38M
Kornit Digital Ltd.
KRNT
Shares Held
943K
Value
$12.73M
Avantor, Inc.
AVTR
Shares Held
781K
Value
$9.75M
Energizer Holdings, Inc.
ENR
Shares Held
689K
Value
$17.14M
G-III Apparel Group, Ltd.
GIII
Shares Held
682K
Value
$18.15M
Six Flags Entertainment Corporation
FUN
Shares Held
649K
Value
$14.76M
Tenaris S.A.
TS
Shares Held
561K
Value
$20.07M
Kennametal Inc.
KMT
Shares Held
561K
Value
$11.74M
TriMas Corporation
TRS
Shares Held
544K
Value
$21.03M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
505K
Value
$22.76M
LKQ Corporation
LKQ
Shares Held
425K
Value
$12.97M
Greif, Inc.
GEF
Shares Held
372K
Value
$22.25M
PHINIA Inc.
PHIN
Shares Held
364K
Value
$20.93M
Aptiv PLC
APTV
Shares Held
345K
Value
$29.78M
Quanex Building Products Corporation
NX
Shares Held
324K
Value
$4.60M