Filed: 2/13/2026ACC: 0001843543-26-000002
📋 What this filing means
MEDINA VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $427.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$427.97M
Total AUM (reported)
13.05M
Total Shares
Allocation by class
COM$303.80M71.0%
COM SHS$26.31M6.1%
CL A$25.58M6.0%
SPONSORED ADS$21.59M5.0%
COMMON STOCK$18.80M4.4%
SHS$14.01M3.3%
COM NEW$13.12M3.1%
Portfolio Concentration
Top 3$95.28M22.3%
4–10$163.68M38.2%
11–25$169.01M39.5%
Top 3 weight
22.3%
Top 10 weight
60.5%
Voting Authority Distribution
Total shares with voting rights: 13.05M
Sole
Full voting authority
13.05M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
THERMON GROUP HLDGS INC
SOLEShares1.04M
TypeSH
Market value$38.78M
9.06%
Sole
1.04M
Shared
0.00
None
0.00
INNOSPEC INC
SOLEShares378.77K
TypeSH
Market value$28.99M
6.77%
Sole
378.77K
Shared
0.00
None
0.00
KENNAMETAL INC
SOLEShares968.29K
TypeSH
Market value$27.51M
6.43%
Sole
968.29K
Shared
0.00
None
0.00
ATMUS FILTRATION TECHNOLOGIE
SOLEShares512.26K
TypeSH
Market value$26.59M
6.21%
Sole
512.26K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares345.73K
TypeSH
Market value$26.31M
6.15%
Sole
345.73K
Shared
0.00
None
0.00
GREIF INC
SOLEShares377.80K
TypeSH
Market value$25.58M
5.98%
Sole
377.80K
Shared
0.00
None
0.00
NATIONAL PRESTO INDS INC
SOLEShares212.25K
TypeSH
Market value$22.66M
5.29%
Sole
212.25K
Shared
0.00
None
0.00
TENARIS S A
SOLEShares561.50K
TypeSH
Market value$21.59M
5.04%
Sole
561.50K
Shared
0.00
None
0.00
ECOVYST INC
SOLEShares2.19M
TypeSH
Market value$21.33M
4.98%
Sole
2.19M
Shared
0.00
None
0.00
DNOW INC
SOLEShares1.48M
TypeSH
Market value$19.63M
4.59%
Sole
1.48M
Shared
0.00
None
0.00
PHINIA INC
SOLEShares299.95K
TypeSH
Market value$18.80M
4.39%
Sole
299.95K
Shared
0.00
None
0.00
AEBI SCHMIDT HLDG AG
SOLEShares1.43M
TypeSH
Market value$18.12M
4.23%
Sole
1.43M
Shared
0.00
None
0.00
EPLUS INC
SOLEShares196.28K
TypeSH
Market value$17.21M
4.02%
Sole
196.28K
Shared
0.00
None
0.00
BOISE CASCADE CO DEL
SOLEShares227.20K
TypeSH
Market value$16.72M
3.91%
Sole
227.20K
Shared
0.00
None
0.00
LKQ CORP
SOLEShares455.64K
TypeSH
Market value$13.76M
3.22%
Sole
455.64K
Shared
0.00
None
0.00
BLUELINX HLDGS INC
SOLEShares213.55K
TypeSH
Market value$13.12M
3.07%
Sole
213.55K
Shared
0.00
None
0.00
HNI CORP
SOLEShares302.44K
TypeSH
Market value$12.71M
2.97%
Sole
302.44K
Shared
0.00
None
0.00
ADVANCE AUTO PARTS INC
SOLEShares306.65K
TypeSH
Market value$12.05M
2.82%
Sole
306.65K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares63.25K
TypeSH
Market value$11.25M
2.63%
Sole
63.25K
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
SOLEShares712.97K
TypeSH
Market value$10.25M
2.40%
Sole
712.97K
Shared
0.00
None
0.00
G III APPAREL GROUP LTD
SOLEShares329.74K
TypeSH
Market value$9.55M
2.23%
Sole
329.74K
Shared
0.00
None
0.00
ROBERT HALF INC.
SOLEShares255.13K
TypeSH
Market value$6.93M
1.62%
Sole
255.13K
Shared
0.00
None
0.00
GREIF INC
SOLEShares63.77K
TypeSH
Market value$4.76M
1.11%
Sole
63.77K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
SOLEShares112.74K
TypeSH
Market value$3.75M
0.88%
Sole
112.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
THERMON GROUP HLDGS INCSOLE | COM | 1.04M | SH | $38.78M 9.06% | 1.04M | 0.00 | 0.00 |
INNOSPEC INCSOLE | COM | 378.77K | SH | $28.99M 6.77% | 378.77K | 0.00 | 0.00 |
KENNAMETAL INCSOLE | COM | 968.29K | SH | $27.51M 6.43% | 968.29K | 0.00 | 0.00 |
ATMUS FILTRATION TECHNOLOGIESOLE | COM | 512.26K | SH | $26.59M 6.21% | 512.26K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 345.73K | SH | $26.31M 6.15% | 345.73K | 0.00 | 0.00 |
GREIF INCSOLE | CL A | 377.80K | SH | $25.58M 5.98% | 377.80K | 0.00 | 0.00 |
NATIONAL PRESTO INDS INCSOLE | COM | 212.25K | SH | $22.66M 5.29% | 212.25K | 0.00 | 0.00 |
TENARIS S ASOLE | SPONSORED ADS | 561.50K | SH | $21.59M 5.04% | 561.50K | 0.00 | 0.00 |
ECOVYST INCSOLE | COM | 2.19M | SH | $21.33M 4.98% | 2.19M | 0.00 | 0.00 |
DNOW INCSOLE | COM | 1.48M | SH | $19.63M 4.59% | 1.48M | 0.00 | 0.00 |
PHINIA INCSOLE | COMMON STOCK | 299.95K | SH | $18.80M 4.39% | 299.95K | 0.00 | 0.00 |
AEBI SCHMIDT HLDG AGSOLE | COM | 1.43M | SH | $18.12M 4.23% | 1.43M | 0.00 | 0.00 |
EPLUS INCSOLE | COM | 196.28K | SH | $17.21M 4.02% | 196.28K | 0.00 | 0.00 |
BOISE CASCADE CO DELSOLE | COM | 227.20K | SH | $16.72M 3.91% | 227.20K | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 455.64K | SH | $13.76M 3.22% | 455.64K | 0.00 | 0.00 |
BLUELINX HLDGS INCSOLE | COM NEW | 213.55K | SH | $13.12M 3.07% | 213.55K | 0.00 | 0.00 |
HNI CORPSOLE | COM | 302.44K | SH | $12.71M 2.97% | 302.44K | 0.00 | 0.00 |
ADVANCE AUTO PARTS INCSOLE | COM | 306.65K | SH | $12.05M 2.82% | 306.65K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 63.25K | SH | $11.25M 2.63% | 63.25K | 0.00 | 0.00 |
KORNIT DIGITAL LTDSOLE | SHS | 712.97K | SH | $10.25M 2.40% | 712.97K | 0.00 | 0.00 |
G III APPAREL GROUP LTDSOLE | COM | 329.74K | SH | $9.55M 2.23% | 329.74K | 0.00 | 0.00 |
ROBERT HALF INC.SOLE | COM | 255.13K | SH | $6.93M 1.62% | 255.13K | 0.00 | 0.00 |
GREIF INCSOLE | CL B | 63.77K | SH | $4.76M 1.11% | 63.77K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 112.74K | SH | $3.75M 0.88% | 112.74K | 0.00 | 0.00 |