Medina Value Partners, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$428.0B
Holdings
24
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | THRTHERMON GROUP HLDGS INC | 1,043,526 | $38.8B | 9.06% | |
| 2 | IOSPINNOSPEC INC | 378,769 | $29.0B | 6.77% | |
| 3 | KMTKENNAMETAL INC | 968,294 | $27.5B | 6.43% | |
| 4 | ATMUATMUS FILTRATION TECHNOLOGIE | 512,260 | $26.6B | 6.21% | |
| 5 | APTVAPTIV PLC | 345,727 | $26.3B | 6.15% | |
| 6 | GEFGREIF INC | 377,799 | $25.6B | 5.98% | |
| 7 | NPKNATIONAL PRESTO INDS INC | 212,246 | $22.7B | 5.29% | |
| 8 | TSTENARIS S A | 561,495 | $21.6B | 5.04% | |
| 9 | ECVTECOVYST INC | 2,192,017 | $21.3B | 4.98% | |
| 10 | DNOWDNOW INC | 1,481,529 | $19.6B | 4.59% | |
| 11 | PHINPHINIA INC | 299,950 | $18.8B | 4.39% | |
| 12 | AEBIAEBI SCHMIDT HLDG AG | 1,432,510 | $18.1B | 4.23% | |
| 13 | PLUSEPLUS INC | 196,285 | $17.2B | 4.02% | |
| 14 | BCCBOISE CASCADE CO DEL | 227,200 | $16.7B | 3.91% | |
| 15 | LKQ1LKQ CORP | 455,636 | $13.8B | 3.22% | |
| 16 | BXCBLUELINX HLDGS INC | 213,548 | $13.1B | 3.07% | |
| 17 | HNIHNI CORP | 302,438 | $12.7B | 2.97% | |
| 18 | AWNADVANCE AUTO PARTS INC | 306,655 | $12.1B | 2.82% | |
| 19 | IEXIDEX CORP | 63,251 | $11.3B | 2.63% | |
| 20 | KRNTKORNIT DIGITAL LTD | 712,972 | $10.3B | 2.40% | |
| 21 | GIIIG III APPAREL GROUP LTD | 329,736 | $9.5B | 2.23% | |
| 22 | RHIROBERT HALF INC. | 255,125 | $6.9B | 1.62% | |
| 23 | GEF/BGREIF INC | 63,768 | $4.8B | 1.11% | |
| 24 | STSENSATA TECHNOLOGIES HLDG PL | 112,740 | $3.8B | 0.88% |