13F HOLDINGS REPORT
Medina Value Partners, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001843543-26-000002
Total Value
$428.0M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | THERMON GROUP HLDGS INC | THR | 1,043,526 | $38.8M | 9.06% |
| 2 | INNOSPEC INC | IOSP | 378,769 | $29.0M | 6.77% |
| 3 | KENNAMETAL INC | KMT | 968,294 | $27.5M | 6.43% |
| 4 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 512,260 | $26.6M | 6.21% |
| 5 | APTIV PLC | APTV | 345,727 | $26.3M | 6.15% |
| 6 | GREIF INC | GEF-B | 377,799 | $25.6M | 5.98% |
| 7 | NATIONAL PRESTO INDS INC | 637215104 | 212,246 | $22.7M | 5.29% |
| 8 | TENARIS S A | 88031M109 | 561,495 | $21.6M | 5.04% |
| 9 | ECOVYST INC | ECVT | 2,192,017 | $21.3M | 4.98% |
| 10 | DNOW INC | DNOW | 1,481,529 | $19.6M | 4.59% |
| 11 | PHINIA INC | PHIN | 299,950 | $18.8M | 4.39% |
| 12 | AEBI SCHMIDT HLDG AG | H00501108 | 1,432,510 | $18.1M | 4.23% |
| 13 | EPLUS INC | PLUS | 196,285 | $17.2M | 4.02% |
| 14 | BOISE CASCADE CO DEL | BCC | 227,200 | $16.7M | 3.91% |
| 15 | LKQ CORP | LKQ | 455,636 | $13.8M | 3.22% |
| 16 | BLUELINX HLDGS INC | BXC | 213,548 | $13.1M | 3.07% |
| 17 | HNI CORP | HNI | 302,438 | $12.7M | 2.97% |
| 18 | ADVANCE AUTO PARTS INC | AAP | 306,655 | $12.1M | 2.82% |
| 19 | IDEX CORP | 45167R104 | 63,251 | $11.3M | 2.63% |
| 20 | KORNIT DIGITAL LTD | KRNT | 712,972 | $10.3M | 2.40% |
| 21 | G III APPAREL GROUP LTD | GIII | 329,736 | $9.5M | 2.23% |
| 22 | ROBERT HALF INC. | RHI | 255,125 | $6.9M | 1.62% |
| 23 | GREIF INC | GEF-B | 63,768 | $4.8M | 1.11% |
| 24 | SENSATA TECHNOLOGIES HLDG PL | ST | 112,740 | $3.8M | 0.88% |