The Analysis of Medina Value Partners, LLC's Holdings
Currently, Medina Value Partners, LLC holds 28 types of securities in its portfolio with a total value $428.0M. In the most recent quarter, they have increased their positions in BXC (+288.3K shares, valued at $21.1M), IOSP (+236.0K shares, valued at $18.2M), ENR (+688.7K shares, valued at $17.1M); decreased their positions in TRS (-832.8K shares, valued at $32.2M), ECVT (-1.0M shares, valued at $8.8M), PHIN (-125.2K shares, valued at $7.2M); initiated new positions in BXC (+288.3K shares, valued at $21.1M), IOSP (+236.0K shares, valued at $18.2M), ENR (+688.7K shares, valued at $17.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
APTV APTIV PLC345.4K shares0.88%2025-09-302025-11-13
THR THERMON GROUP HLDGS INC987.2K shares3.49%2025-09-302025-11-13 NPK NATIONAL PRESTO INDS INC208.9K shares3.90%2025-09-302025-11-13 ATMU ATMUS FILTRATION TECHNOLOGIE504.8K shares-20.99%2025-09-302025-11-13 GEF GREIF INC372.3K shares19.34%2025-09-302025-11-13 BXC BLUELINX HLDGS INC288.3K sharesnew addition2025-09-302025-11-13 TRS TRIMAS CORP544.2K shares-60.48%2025-09-302025-11-13 PHIN PHINIA INC364.1K shares-25.59%2025-09-302025-11-13 MRC MRC GLOBAL INC1.4M shares2.58%2025-09-302025-11-13 TS TENARIS S A561.0K shares0.88%2025-09-302025-11-13 ECVT ECOVYST INC2.2M shares-31.80%2025-09-302025-11-13 IOSP INNOSPEC INC236.0K sharesnew addition2025-09-302025-11-13 GIII G III APPAREL GROUP LTD682.1K shares1099.74%2025-09-302025-11-13 ENR ENERGIZER HLDGS INC NEW688.7K sharesnew addition2025-09-302025-11-13 FUN SIX FLAGS ENTERTAINMENT CORP649.4K sharesnew addition2025-09-302025-11-13 AEBI AEBI SCHMIDT HLDG AG1.2M sharesnew addition2025-09-302025-11-13 LKQ LKQ CORP424.6K sharesnew addition2025-09-302025-11-13 KRNT KORNIT DIGITAL LTD943.1K sharesnew addition2025-09-302025-11-13 KMT KENNAMETAL INC560.8K shares50.34%2025-09-302025-11-13 CCOI COGENT COMMUNICATIONS HLDGS277.2K sharesnew addition2025-09-302025-11-13 AVTR AVANTOR INC781.2K shares5.52%2025-09-302025-11-13 OEC ORION S.A.1.2M shares245.27%2025-09-302025-11-13 FMX FOMENTO ECONOMICO MEXICANO S88.0K shares0.00%2025-09-302025-11-13 FBIN FORTUNE BRANDS INNOVATIONS I147.8K shares23.48%2025-09-302025-11-13 VSTS VESTIS CORPORATION1.4M sharesnew addition2025-09-302025-11-13 NX QUANEX BLDG PRODS CORP323.6K sharesnew addition2025-09-302025-11-13 PLUS EPLUS INC38.4K sharesnew addition2025-09-302025-11-13 IEX IDEX CORP3.5K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available