13F-HR filed by Medina Value Partners, LLC
Medina Value Partners, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-14, with 30 holding rows worth $477,455,650.
- Accession
- 0001843543-26-000003
- Filer
- CIK 1843543
- Filed
- 2026-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 30 entries on the cover page, a total value of $477,455,650 stated on the cover page (in dollars after the unit check, H1), rows summing to $477,455,650 with VALUE read as dollars as filed, 13F file number 028-22134. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| THERMON GROUP HLDGS INC | 88362T103 | COM | 966,319 | $48,702,478 | dollars as filed | |
| KENNAMETAL INC | 489170100 | COM | 1,116,265 | $40,330,654 | dollars as filed | |
| MSC INDL DIRECT INC CL A | 553530106 | Stock | 289,622 | $26,723,422 | dollars as filed | |
| GREIF INC | 397624107 | CL A | 376,048 | $25,221,539 | dollars as filed | |
| APTIV PLC | G3265R107 | COM SHS | 356,746 | $24,772,442 | dollars as filed | |
| INSIGHT ENTERPRISES INC | 45765U103 | COM | 338,220 | $22,664,122 | dollars as filed | |
| SENSATA TECHNOLOGIES HLDG PL | g8060n102 | SHS | 594,249 | $20,929,450 | dollars as filed | |
| NATIONAL PRESTO INDS INC | 637215104 | COMMON STOCK | 138,696 | $19,009,674 | dollars as filed | |
| PHINIA INC | 71880K101 | COMMON STOCK | 263,422 | $18,028,602 | dollars as filed | |
| DNOW INC | 67011P100 | COMMON STOCK | 1,402,563 | $16,704,525 | dollars as filed | |
| HNI CORP COM | 404251100 | Stock | 482,343 | $16,105,433 | dollars as filed | |
| BOISE CASCADE CO DEL | 09739D100 | COM | 208,035 | $15,779,455 | dollars as filed | |
| AEBI SCHMIDT HLDG AG | H00501108 | COM | 1,602,638 | $15,561,615 | dollars as filed | |
| TENARIS S A SPONSORED ADS | 88031M109 | ADR | 253,362 | $14,740,601 | dollars as filed | |
| LKQ CORP COM | 501889208 | Stock | 466,795 | $13,709,769 | dollars as filed | |
| RESIDEO TECHNOLOGIES INC COM | 76118Y104 | Stock | 398,658 | $13,438,761 | dollars as filed | |
| GLOBANT S A | L44385109 | COM | 285,728 | $13,174,918 | dollars as filed | |
| VAREX IMAGING CORP | 92214X106 | COMMON STOCK | 1,241,238 | $13,169,535 | dollars as filed | |
| ATMUS FILTRATION TECHNOLOGIE | 04956D107 | COM | 226,439 | $12,854,942 | dollars as filed | |
| FRANKLIN ELEC INC COM | 353514102 | Stock | 133,762 | $12,328,844 | dollars as filed | |
| TASKUS INC | 87652V109 | CLASS A COM | 1,712,806 | $11,492,928 | dollars as filed | |
| KORNIT DIGITAL LTD | M6372Q113 | SHS | 731,318 | $10,721,122 | dollars as filed | |
| AMN HEALTHCARE SVCS INC | 001744101 | COM | 546,257 | $10,018,353 | dollars as filed | |
| BLUELINX HOLDINGS INC | 09624H208 | COMMON STOCK | 168,777 | $9,144,338 | dollars as filed | |
| GREIF INC | 397624206 | CL B | 100,011 | $8,754,963 | dollars as filed | |
| SCANSOURCE INC | 806037107 | COM | 231,306 | $8,396,408 | dollars as filed | |
| DXP ENTERPRISES INC | 233377407 | COM NEW | 44,808 | $6,261,022 | dollars as filed | |
| MCGRATH RENTCORP | 580589109 | COM | 27,632 | $3,047,257 | dollars as filed | |
| J & J SNACK FOODS CORP COM | 466032109 | Stock | 37,396 | $2,964,381 | dollars as filed | |
| FULGENT GENETICS INC | 359664109 | COM | 170,069 | $2,704,097 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001843543-26-000003 | this filing | 2026-05-14 | acceptance time not in the bulk data set |