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Medina Value Partners, LLC

Medina Value Partners, LLC is an Investment Adviser institutional filer with the SEC under CIK 1843543, reporting 28 portfolio positions, with 19 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Medina Value Partners, LLC's most recent 13F filing, ranked by reported market value.

  1. KENNAMETAL INC (KMT)
  2. GREIF INC (GEF)
  3. MSC INDL DIRECT INC (MSM)
  4. APTIV PLC (APTV)
  5. MCGRATH RENTCORP (MGRC)
  6. FRANKLIN ELEC INC (FELE)
  7. PHINIA INC (PHIN)
  8. SENSATA TECHNOLOGIES HLDG PL (ST)
  9. MIDDLEBY CORP (MIDD)
  10. AEBI SCHMIDT HLDG AG (AEBI)
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