Medina Value Partners, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$349.7B
Holdings
20
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DESPDESPEGAR COM CORP | 1,578,458 | $29.7B | 8.48% | |
| 2 | TRSTRIMAS CORP | 1,214,894 | $28.5B | 8.14% | |
| 3 | THRTHERMON GROUP HLDGS INC | 812,753 | $22.6B | 6.47% | |
| 4 | VTOLBRISTOW GROUP INC | 686,729 | $21.7B | 6.20% | |
| 5 | ATMUATMUS FILTRATION TECHNOLOGIE | 564,152 | $20.7B | 5.93% | |
| 6 | HELEHELEN OF TROY LTD | 383,356 | $20.5B | 5.86% | |
| 7 | TSTENARIS S A | 517,793 | $20.3B | 5.79% | |
| 8 | APTVAPTIV PLC | 319,490 | $19.0B | 5.44% | |
| 9 | ECVTECOVYST INC | 2,972,262 | $18.4B | 5.27% | |
| 10 | PHINPHINIA INC | 428,441 | $18.2B | 5.20% | |
| 11 | HUNHUNTSMAN CORP | 1,145,634 | $18.1B | 5.17% | |
| 12 | FMXFOMENTO ECONOMICO MEXICANO S | 177,826 | $17.4B | 4.96% | |
| 13 | NPKNATIONAL PRESTO INDS INC | 172,458 | $15.2B | 4.34% | |
| 14 | GEFGREIF INC | 265,144 | $14.6B | 4.17% | |
| 15 | ARCOARCOS DORADOS HOLDINGS INC | 1,649,277 | $13.3B | 3.80% | |
| 16 | MATVMATIV HOLDINGS INC | 2,097,869 | $13.1B | 3.74% | |
| 17 | 37MMRC GLOBAL INC | 1,119,134 | $12.8B | 3.67% | |
| 18 | BCBRUNSWICK CORP | 233,168 | $12.6B | 3.59% | |
| 19 | WNCWABASH NATL CORP | 679,452 | $7.5B | 2.15% | |
| 20 | TIXTTELUS INTL CDA INC | 2,126,637 | $5.7B | 1.64% |