Back to Medina Value Partners, LLC
Q2 2026 13F filing
Updated 27 days ago28 disclosed positions worth $510.4M
Portfolio value
$510.4M
Total holdings
28
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | K KMT KENNAMETAL INC | $43M | 1.23M | 8.43% | — |
| 2 | G GEF-B GREIF INC | $30.9M | 415.2K | 6.06% | — |
| 3 | M MSM MSC INDL DIRECT INC | $30.8M | 258.6K | 6.03% | — |
| 4 | A APTV APTIV PLC | $27.7M | 450.9K | 5.42% | — |
| 5 | M MGRC MCGRATH RENTCORP | $25.5M | 210.3K | 4.99% | — |
| 6 | F FELE FRANKLIN ELEC INC | $25.1M | 234.4K | 4.92% | — |
| 7 | P PHIN PHINIA INC | $24.6M | 298.2K | 4.81% | — |
| 8 | S ST SENSATA TECHNOLOGIES HLDG PL | $24.3M | 509.9K | 4.77% | — |
| 9 | M MIDD MIDDLEBY CORP | $24.1M | 140.0K | 4.72% | — |
| 10 | A AEBI AEBI SCHMIDT HLDG AG | $23.9M | 1.90M | 4.68% | — |
| 11 | E ESAB ESAB CORPORATION | $22.2M | 225.4K | 4.36% | — |
| 12 | N NPK NATIONAL PRESTO INDS INC | $21.7M | 173.6K | 4.25% | — |
| 13 | D DGII DIEBOLD NIXDORF INC | $19.2M | 226.1K | 3.77% | — |
| 14 | B BCC BOISE CASCADE CO DEL | $17.9M | 230.0K | 3.50% | — |
| 15 | A ATMU ATMUS FILTRATION TECHNOLOGIE | $16.3M | 319.0K | 3.19% | — |
| 16 | D DOLE DOLE PLC | $14.9M | 1.08M | 2.91% | — |
| 17 | L LKQ LKQ CORP | $14.6M | 555.6K | 2.87% | — |
| 18 | K KRNT KORNIT DIGITAL LTD | $13.1M | 808.4K | 2.57% | — |
| 19 | R RRX REGAL REXNORD CORPORATION | $12.3M | 51.8K | 2.42% | — |
| 20 | C CNM CORE & MAIN INC | $12.2M | 253.3K | 2.39% | — |
| 21 | Z ZBRA ZEBRA TECHNOLOGIES CORPORATI | $11.6M | 44.2K | 2.28% | — |
| 22 | H HNI HNI CORP | $10.2M | 253.5K | 2.01% | — |
| 23 | ? N/A GREIF INC | $10M | 107.4K | 1.97% | — |
| 24 | D DDD 3D SYS CORP DEL | $9.9M | 3.28M | 1.94% | — |
| 25 | T TNRSF TENARIS S A | $7.4M | 134.1K | 1.46% | — |
| 26 | A ARXS ARXIS INC | $7.4M | 159.9K | 1.45% | — |
| 27 | V VGNT VERSIGENT PLC | $5.5M | 130.5K | 1.07% | — |
| 28 | F FUBO FULGENT GENETICS INC | $4M | 193.1K | 0.78% | — |