Medina Value Partners, LLC: KMT position timeline

Medina Value Partners, LLC held 1,227,027 KMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,227,027 shares

   Change vs previous 13F +110,762 shares

   8.43% of the 13F portfolio, value $43,007,296.

   13F-HR 0001843543-26-000004 filed by Medina Value Partners, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,116,265 shares

   Change vs previous 13F +147,971 shares

   8.45% of the 13F portfolio, value $40,330,654.

   13F-HR 0001843543-26-000003 filed by Medina Value Partners, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 968,294 shares

   Change vs previous 13F +407,487 shares

   6.43% of the 13F portfolio, value $27,509,233.

   13F-HR 0001843543-26-000002 filed by Medina Value Partners, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 560,807 shares

   Change vs previous 13F +187,786 shares

   2.74% of the 13F portfolio, value $11,737,691.

   13F-HR 0001843543-25-000003 filed by Medina Value Partners, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 373,021 shares

   Change vs previous 13F not available

   2.34% of the 13F portfolio, value $8,564,562.

   13F-HR 0001085146-25-005145 filed by Medina Value Partners, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).