Medina Value Partners, LLC
Medina Value Partners, LLC reported 28 holdings worth US$510M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Medina Value Partners, LLC reported 28 holdings worth US$510M as of Jun 30, 2026. Largest: Kennametal Inc., Greif Inc. and Msc Industrial Direct Company, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$510M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Kennametal Inc. | 1.23M | US$43M | 8.4% |
| Greif Inc. | 550K | US$41M | 8.0% |
| Msc Industrial Direct Company, Inc. | 259K | US$30.8M | 6.0% |
| Mcgrath Rentcorp | 210K | US$25.5M | 5.0% |
| Franklin Electric Co., Inc. | 234K | US$25.1M | 4.9% |
| Phinia Inc. | 298K | US$24.6M | 4.8% |
| The Middleby Corporation | 140K | US$24.1M | 4.7% |
| Esab Corporation | 225K | US$22.2M | 4.4% |
| National Presto Industries, Inc. | 174K | US$21.7M | 4.3% |
| Diebold Nixdorf Incorporated | 226K | US$19.2M | 3.8% |
| Boise Cascade, L.l.c. | 230K | US$17.9M | 3.5% |
| Atmus Filtration Technologies Inc. | 319K | US$16.3M | 3.2% |
| Lkq Corporation | 556K | US$14.6M | 2.9% |
| Regal Rexnord Corporation | 51,848 | US$12.3M | 2.4% |
| Core & Main, Inc. | 253K | US$12.2M | 2.4% |
| Zebra Technologies Corporation | 44,188 | US$11.6M | 2.3% |
| Hni Corporation | 253K | US$10.2M | 2.0% |
| 3d Systems Corporation | 3.28M | US$9.9M | 1.9% |
| Tenaris S.a. | 134K | US$7.44M | 1.5% |
| Arxis, Inc. | 160K | US$7.38M | 1.4% |
| Fulgent Genetics, Inc. | 193K | US$3.96M | 0.78% |
| Bluelinx Holdings Inc. | 0 | US$0 | 0.00% |
| Dnow Inc. | 0 | US$0 | 0.00% |
| Dxp Enterprises, Inc. | 0 | US$0 | 0.00% |
| Insight Enterprises, Inc. | 0 | US$0 | 0.00% |
| J & J Snack Foods Corp. | 0 | US$0 | 0.00% |
| Resideo Technologies, Inc. | 0 | US$0 | 0.00% |
| Scansource, Inc. | 0 | US$0 | 0.00% |
| Taskus, Inc. | 0 | US$0 | 0.00% |
| Thermon Group Holdings, Inc. | 0 | US$0 | 0.00% |
| Varex Imaging Corporation | 0 | US$0 | 0.00% |
| Amn Healthcare Services Inc | 0 | US$0 | 0.00% |
Source
View original at SEC
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