Filed: 5/14/2026ACC: 0001843543-26-000003
📋 What this filing means
MEDINA VALUE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $477.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$477.46M
Total AUM (reported)
14.91M
Total Shares
Allocation by class
COM$300.67M63.0%
CL A$51.94M10.9%
SHS$31.65M6.6%
COM SHS$24.77M5.2%
COMMON STOCK$18.03M3.8%
COM NEW$15.41M3.2%
SPONSORED ADS$14.74M3.1%
Portfolio Concentration
Top 3$115.76M24.2%
4–10$147.33M30.9%
11–25$191.00M40.0%
Rest$23.37M4.9%
Top 3 weight
24.2%
Top 10 weight
55.1%
Voting Authority Distribution
Total shares with voting rights: 14.91M
Sole
Full voting authority
14.91M
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
THERMON GROUP HLDGS INC
SOLEShares966.32K
TypeSH
Market value$48.70M
10.20%
Sole
966.32K
Shared
0.00
None
0.00
KENNAMETAL INC
SOLEShares1.12M
TypeSH
Market value$40.33M
8.45%
Sole
1.12M
Shared
0.00
None
0.00
MSC INDL DIRECT INC
SOLEShares289.62K
TypeSH
Market value$26.72M
5.60%
Sole
289.62K
Shared
0.00
None
0.00
GREIF INC
SOLEShares376.05K
TypeSH
Market value$25.22M
5.28%
Sole
376.05K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares356.75K
TypeSH
Market value$24.77M
5.19%
Sole
356.75K
Shared
0.00
None
0.00
INSIGHT ENTERPRISES INC
SOLEShares338.22K
TypeSH
Market value$22.66M
4.75%
Sole
338.22K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
SOLEShares594.25K
TypeSH
Market value$20.93M
4.38%
Sole
594.25K
Shared
0.00
None
0.00
NATIONAL PRESTO INDS INC
SOLEShares138.70K
TypeSH
Market value$19.01M
3.98%
Sole
138.70K
Shared
0.00
None
0.00
PHINIA INC
SOLEShares263.42K
TypeSH
Market value$18.03M
3.78%
Sole
263.42K
Shared
0.00
None
0.00
DNOW INC
SOLEShares1.40M
TypeSH
Market value$16.70M
3.50%
Sole
1.40M
Shared
0.00
None
0.00
HNI CORP
SOLEShares482.34K
TypeSH
Market value$16.11M
3.37%
Sole
482.34K
Shared
0.00
None
0.00
BOISE CASCADE CO DEL
SOLEShares208.03K
TypeSH
Market value$15.78M
3.30%
Sole
208.03K
Shared
0.00
None
0.00
AEBI SCHMIDT HLDG AG
SOLEShares1.60M
TypeSH
Market value$15.56M
3.26%
Sole
1.60M
Shared
0.00
None
0.00
TENARIS S A
SOLEShares253.36K
TypeSH
Market value$14.74M
3.09%
Sole
253.36K
Shared
0.00
None
0.00
LKQ CORP
SOLEShares466.80K
TypeSH
Market value$13.71M
2.87%
Sole
466.80K
Shared
0.00
None
0.00
RESIDEO TECHNOLOGIES INC
SOLEShares398.66K
TypeSH
Market value$13.44M
2.81%
Sole
398.66K
Shared
0.00
None
0.00
GLOBANT S A
SOLEShares285.73K
TypeSH
Market value$13.17M
2.76%
Sole
285.73K
Shared
0.00
None
0.00
VAREX IMAGING CORP
SOLEShares1.24M
TypeSH
Market value$13.17M
2.76%
Sole
1.24M
Shared
0.00
None
0.00
ATMUS FILTRATION TECHNOLOGIE
SOLEShares226.44K
TypeSH
Market value$12.85M
2.69%
Sole
226.44K
Shared
0.00
None
0.00
FRANKLIN ELEC INC
SOLEShares133.76K
TypeSH
Market value$12.33M
2.58%
Sole
133.76K
Shared
0.00
None
0.00
TASKUS INC
SOLEShares1.71M
TypeSH
Market value$11.49M
2.41%
Sole
1.71M
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
SOLEShares731.32K
TypeSH
Market value$10.72M
2.25%
Sole
731.32K
Shared
0.00
None
0.00
AMN HEALTHCARE SVCS INC
SOLEShares546.26K
TypeSH
Market value$10.02M
2.10%
Sole
546.26K
Shared
0.00
None
0.00
BLUELINX HLDGS INC
SOLEShares168.78K
TypeSH
Market value$9.14M
1.92%
Sole
168.78K
Shared
0.00
None
0.00
GREIF INC
SOLEShares100.01K
TypeSH
Market value$8.75M
1.83%
Sole
100.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
THERMON GROUP HLDGS INCSOLE | COM | 966.32K | SH | $48.70M 10.20% | 966.32K | 0.00 | 0.00 |
KENNAMETAL INCSOLE | COM | 1.12M | SH | $40.33M 8.45% | 1.12M | 0.00 | 0.00 |
MSC INDL DIRECT INCSOLE | CL A | 289.62K | SH | $26.72M 5.60% | 289.62K | 0.00 | 0.00 |
GREIF INCSOLE | CL A | 376.05K | SH | $25.22M 5.28% | 376.05K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 356.75K | SH | $24.77M 5.19% | 356.75K | 0.00 | 0.00 |
INSIGHT ENTERPRISES INCSOLE | COM | 338.22K | SH | $22.66M 4.75% | 338.22K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 594.25K | SH | $20.93M 4.38% | 594.25K | 0.00 | 0.00 |
NATIONAL PRESTO INDS INCSOLE | COM | 138.70K | SH | $19.01M 3.98% | 138.70K | 0.00 | 0.00 |
PHINIA INCSOLE | COMMON STOCK | 263.42K | SH | $18.03M 3.78% | 263.42K | 0.00 | 0.00 |
DNOW INCSOLE | COM | 1.40M | SH | $16.70M 3.50% | 1.40M | 0.00 | 0.00 |
HNI CORPSOLE | COM | 482.34K | SH | $16.11M 3.37% | 482.34K | 0.00 | 0.00 |
BOISE CASCADE CO DELSOLE | COM | 208.03K | SH | $15.78M 3.30% | 208.03K | 0.00 | 0.00 |
AEBI SCHMIDT HLDG AGSOLE | COM | 1.60M | SH | $15.56M 3.26% | 1.60M | 0.00 | 0.00 |
TENARIS S ASOLE | SPONSORED ADS | 253.36K | SH | $14.74M 3.09% | 253.36K | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 466.80K | SH | $13.71M 2.87% | 466.80K | 0.00 | 0.00 |
RESIDEO TECHNOLOGIES INCSOLE | COM | 398.66K | SH | $13.44M 2.81% | 398.66K | 0.00 | 0.00 |
GLOBANT S ASOLE | COM | 285.73K | SH | $13.17M 2.76% | 285.73K | 0.00 | 0.00 |
VAREX IMAGING CORPSOLE | COM | 1.24M | SH | $13.17M 2.76% | 1.24M | 0.00 | 0.00 |
ATMUS FILTRATION TECHNOLOGIESOLE | COM | 226.44K | SH | $12.85M 2.69% | 226.44K | 0.00 | 0.00 |
FRANKLIN ELEC INCSOLE | COM | 133.76K | SH | $12.33M 2.58% | 133.76K | 0.00 | 0.00 |
TASKUS INCSOLE | CLASS A COM | 1.71M | SH | $11.49M 2.41% | 1.71M | 0.00 | 0.00 |
KORNIT DIGITAL LTDSOLE | SHS | 731.32K | SH | $10.72M 2.25% | 731.32K | 0.00 | 0.00 |
AMN HEALTHCARE SVCS INCSOLE | COM | 546.26K | SH | $10.02M 2.10% | 546.26K | 0.00 | 0.00 |
BLUELINX HLDGS INCSOLE | COM NEW | 168.78K | SH | $9.14M 1.92% | 168.78K | 0.00 | 0.00 |
GREIF INCSOLE | CL B | 100.01K | SH | $8.75M 1.83% | 100.01K | 0.00 | 0.00 |
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