Holdings
Medina Value Partners, LLC
As of Jun 30, 2026, Medina Value Partners, LLC reported 21 positions worth US$401M. Largest: Kennametal Inc., Greif Inc. and Msc Industrial Direct Company, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Kennametal Inc. | 1.23M | US$43M | +111K | Jun 30, 2026 |
| Greif Inc. | 550K | US$41M | +43,448 | Jun 30, 2026 |
| Msc Industrial Direct Company, Inc. | 259K | US$30.8M | −31,052 | Jun 30, 2026 |
| Mcgrath Rentcorp | 210K | US$25.5M | +183K | Jun 30, 2026 |
| Franklin Electric Co., Inc. | 234K | US$25.1M | +101K | Jun 30, 2026 |
| Phinia Inc. | 298K | US$24.6M | +34,733 | Jun 30, 2026 |
| The Middleby Corporation | 140K | US$24.1M | new | Jun 30, 2026 |
| Esab Corporation | 225K | US$22.2M | new | Jun 30, 2026 |
| National Presto Industries, Inc. | 174K | US$21.7M | +34,882 | Jun 30, 2026 |
| Diebold Nixdorf Incorporated | 226K | US$19.2M | new | Jun 30, 2026 |