Medina Value Partners, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$428.0B
Holdings
28
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APTVAPTIV PLC | 345,395 | $29.8B | 6.96% | |
| 2 | THRTHERMON GROUP HLDGS INC | 987,165 | $26.4B | 6.16% | |
| 3 | NPKNATIONAL PRESTO INDS INC | 208,886 | $23.4B | 5.47% | |
| 4 | ATMUATMUS FILTRATION TECHNOLOGIE | 504,820 | $22.8B | 5.32% | |
| 5 | GEFGREIF INC | 372,250 | $22.2B | 5.20% | |
| 6 | BXCBLUELINX HLDGS INC | 288,304 | $21.1B | 4.92% | |
| 7 | TRSTRIMAS CORP | 544,190 | $21.0B | 4.91% | |
| 8 | PHINPHINIA INC | 364,144 | $20.9B | 4.89% | |
| 9 | 37MMRC GLOBAL INC | 1,417,479 | $20.4B | 4.78% | |
| 10 | TSTENARIS S A | 560,954 | $20.1B | 4.69% | |
| 11 | ECVTECOVYST INC | 2,160,140 | $18.9B | 4.42% | |
| 12 | IOSPINNOSPEC INC | 235,956 | $18.2B | 4.25% | |
| 13 | GIIIG III APPAREL GROUP LTD | 682,090 | $18.2B | 4.24% | |
| 14 | ENRENERGIZER HLDGS INC NEW | 688,654 | $17.1B | 4.00% | |
| 15 | FUNSIX FLAGS ENTERTAINMENT CORP | 649,428 | $14.8B | 3.45% | |
| 16 | AEBIAEBI SCHMIDT HLDG AG | 1,166,672 | $14.5B | 3.40% | |
| 17 | LKQ1LKQ CORP | 424,604 | $13.0B | 3.03% | |
| 18 | KRNTKORNIT DIGITAL LTD | 943,084 | $12.7B | 2.97% | |
| 19 | KMTKENNAMETAL INC | 560,807 | $11.7B | 2.74% | |
| 20 | OGM1COGENT COMMUNICATIONS HLDGS | 277,172 | $10.6B | 2.48% | |
| 21 | AVTRAVANTOR INC | 781,188 | $9.7B | 2.28% | |
| 22 | OECORION S.A. | 1,238,058 | $9.4B | 2.19% | |
| 23 | FMXFOMENTO ECONOMICO MEXICANO S | 88,033 | $8.7B | 2.03% | |
| 24 | FBINFORTUNE BRANDS INNOVATIONS I | 147,847 | $7.9B | 1.84% | |
| 25 | VSTSVESTIS CORPORATION | 1,427,933 | $6.5B | 1.51% | |
| 26 | NXQUANEX BLDG PRODS CORP | 323,644 | $4.6B | 1.08% | |
| 27 | PLUSEPLUS INC | 38,442 | $2.7B | 0.64% | |
| 28 | IEXIDEX CORP | 3,479 | $566.2M | 0.13% |