Medina Value Partners, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$243.9B
Holdings
15
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DESPDESPEGAR COM CORP | 1,456,058 | $28.0B | 11.49% | |
| 2 | TRSTRIMAS CORP | 1,034,882 | $25.4B | 10.43% | |
| 3 | TSTENARIS S A | 566,013 | $21.4B | 8.77% | |
| 4 | VTOLBRISTOW GROUP INC | 618,036 | $21.2B | 8.69% | |
| 5 | ECVTECOVYST INC | 2,742,233 | $21.0B | 8.59% | |
| 6 | ATMUATMUS FILTRATION TECHNOLOGIE | 507,555 | $19.9B | 8.15% | |
| 7 | HELEHELEN OF TROY LTD | 318,463 | $19.1B | 7.81% | |
| 8 | PHINPHINIA INC | 386,959 | $18.6B | 7.64% | |
| 9 | THRTHERMON GROUP HLDGS INC | 616,844 | $17.7B | 7.28% | |
| 10 | APTVAPTIV PLC | 249,664 | $15.1B | 6.19% | |
| 11 | NXTNEXTRACKER INC | 330,928 | $12.1B | 4.96% | |
| 12 | NPKNATIONAL PRESTO INDS INC | 101,962 | $10.0B | 4.11% | |
| 13 | TIXTTELUS INTL CDA INC | 2,094,702 | $8.2B | 3.37% | |
| 14 | ARCOARCOS DORADOS HOLDINGS INC | 448,183 | $3.3B | 1.34% | |
| 15 | FMXFOMENTO ECONOMICO MEXICANO S | 33,773 | $2.9B | 1.18% |