MEDINA VALUE PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ECVT | 2.19M | $21.33M |
 | DNOW | 1.48M | $19.63M |
 | AEBI | 1.43M | $18.12M |
 | THR | 1.04M | $38.78M |
 | KMT | 968K | $27.51M |
 | KRNT | 713K | $10.25M |
 | TS | 561K | $21.59M |
 | ATMU | 512K | $26.59M |
 | LKQ | 456K | $13.76M |
 | IOSP | 379K | $28.99M |
 | GEF | 378K | $25.58M |
 | APTV | 346K | $26.31M |
 | GIII | 330K | $9.55M |
 | AAP | 307K | $12.05M |
 | HNI | 302K | $12.71M |
 | PHIN | 300K | $18.80M |
 | RHI | 255K | $6.93M |
 | BCC | 227K | $16.72M |
 | BXC | 214K | $13.12M |
 | NPK | 212K | $22.66M |
Ecovyst Inc.
ECVT
Shares Held
2.19M
Value
$21.33M
Dnow Inc.
DNOW
Shares Held
1.48M
Value
$19.63M
Aebi Schmidt Holding AG
AEBI
Shares Held
1.43M
Value
$18.12M
Thermon Group Holdings, Inc.
THR
Shares Held
1.04M
Value
$38.78M
Kennametal Inc.
KMT
Shares Held
968K
Value
$27.51M
Kornit Digital Ltd.
KRNT
Shares Held
713K
Value
$10.25M
Tenaris S.A.
TS
Shares Held
561K
Value
$21.59M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
512K
Value
$26.59M
LKQ Corporation
LKQ
Shares Held
456K
Value
$13.76M
Innospec Inc.
IOSP
Shares Held
379K
Value
$28.99M
Greif, Inc.
GEF
Shares Held
378K
Value
$25.58M
Aptiv PLC
APTV
Shares Held
346K
Value
$26.31M
G-III Apparel Group, Ltd.
GIII
Shares Held
330K
Value
$9.55M
Advance Auto Parts, Inc.
AAP
Shares Held
307K
Value
$12.05M
HNI Corporation
HNI
Shares Held
302K
Value
$12.71M
PHINIA Inc.
PHIN
Shares Held
300K
Value
$18.80M
Robert Half International Inc.
RHI
Shares Held
255K
Value
$6.93M
Boise Cascade Company
BCC
Shares Held
227K
Value
$16.72M
BlueLinx Holdings Inc.
BXC
Shares Held
214K
Value
$13.12M
National Presto Industries, Inc.
NPK
Shares Held
212K
Value
$22.66M