MEDINA VALUE PARTNERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TASK | 1.71M | $11.49M |
 | AEBI | 1.60M | $15.56M |
 | DNOW | 1.40M | $16.70M |
 | VREX | 1.24M | $13.17M |
 | KMT | 1.12M | $40.33M |
 | KRNT | 731K | $10.72M |
 | ST | 594K | $20.93M |
 | AMN | 546K | $10.02M |
 | HNI | 482K | $16.11M |
 | LKQ | 467K | $13.71M |
 | REZI | 399K | $13.44M |
 | GEF | 376K | $25.22M |
 | APTV | 357K | $24.77M |
 | NSIT | 338K | $22.66M |
 | MSM | 290K | $26.72M |
 | GLOB | 286K | $13.17M |
 | PHIN | 263K | $18.03M |
 | TS | 253K | $14.74M |
 | SCSC | 231K | $8.40M |
 | ATMU | 226K | $12.85M |
TaskUs, Inc.
TASK
Shares Held
1.71M
Value
$11.49M
Aebi Schmidt Holding AG
AEBI
Shares Held
1.60M
Value
$15.56M
Dnow Inc.
DNOW
Shares Held
1.40M
Value
$16.70M
Varex Imaging Corporation
VREX
Shares Held
1.24M
Value
$13.17M
Kennametal Inc.
KMT
Shares Held
1.12M
Value
$40.33M
Kornit Digital Ltd.
KRNT
Shares Held
731K
Value
$10.72M
Sensata Technologies Holding plc
ST
Shares Held
594K
Value
$20.93M
AMN Healthcare Services, Inc.
AMN
Shares Held
546K
Value
$10.02M
HNI Corporation
HNI
Shares Held
482K
Value
$16.11M
LKQ Corporation
LKQ
Shares Held
467K
Value
$13.71M
Resideo Technologies, Inc.
REZI
Shares Held
399K
Value
$13.44M
Greif, Inc.
GEF
Shares Held
376K
Value
$25.22M
Aptiv PLC
APTV
Shares Held
357K
Value
$24.77M
Insight Enterprises, Inc.
NSIT
Shares Held
338K
Value
$22.66M
MSC Industrial Direct Co., Inc.
MSM
Shares Held
290K
Value
$26.72M
Globant S.A.
GLOB
Shares Held
286K
Value
$13.17M
PHINIA Inc.
PHIN
Shares Held
263K
Value
$18.03M
Tenaris S.A.
TS
Shares Held
253K
Value
$14.74M
ScanSource, Inc.
SCSC
Shares Held
231K
Value
$8.40M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
226K
Value
$12.85M