Medina Value Partners, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Medina Value Partners, LLC held in its portfolio 24 assets valued at $427,967,310 (i.e. $427.97M).

The most valuable assets in the portfolio included: THERMON GROUP HLDGS INC ($38.78M), INNOSPEC INC ($28.99M), and KENNAMETAL INC ($27.51M).

The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Medina Value Partners, LLC Portfolio

THERMON GROUP HLDGS INC

INNOSPEC INC

KENNAMETAL INC

ATMUS FILTRATION TECHNOLOGIE

APTIV PLC

GREIF INC

NATIONAL PRESTO INDS INC

TENARIS S A

ECOVYST INC

DNOW INC

Medina Value Partners, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
THERMON GROUP HLDGS INC	1043526	38777426	COM
INNOSPEC INC	378769	28990979	COM
KENNAMETAL INC	968294	27509233	COM
ATMUS FILTRATION TECHNOLOGIE	512260	26591417	COM
APTIV PLC	345727	26306367	COM SHS
GREIF INC	377799	25576992	CL A
NATIONAL PRESTO INDS INC	212246	22659383	COM
TENARIS S A	561495	21589483	SPONSORED ADS
ECOVYST INC	2192017	21328325	COM
DNOW INC	1481529	19630259	COM
PHINIA INC	299950	18803866	COMMON STOCK
AEBI SCHMIDT HLDG AG	1432510	18121252	COM
EPLUS INC	196285	17214194	COM
BOISE CASCADE CO DEL	227200	16721920	COM
LKQ CORP	455636	13760207	COM
BLUELINX HLDGS INC	213548	13118254	COM NEW
HNI CORP	302438	12714494	COM
ADVANCE AUTO PARTS INC	306655	12051542	COM
IDEX CORP	63251	11254883	COM
KORNIT DIGITAL LTD	712972	10252537	SHS
G III APPAREL GROUP LTD	329736	9549155	COM
ROBERT HALF INC.	255125	6929195	COM
GREIF INC	63768	4762832	CL B
SENSATA TECHNOLOGIES HLDG PL	112740	3753115	SHS