Medina Value Partners, LLC
Annual return '25
+54.6%
SPY '25
+17.7%
Alpha
+36.9ptsvs SPY
Invested
$477.5M
Holdings
30
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$THR
THERMON GROUP HLDGS INC
Q4 2025: Exited (was 987.2k shares)
10.2%
02
$KMT
KENNAMETAL INC
Q4 2025: Exited (was 560.8k shares)
8.4%
03
$MSM
MSC INDL DIRECT INC
Held since at least Q1 2024
5.6%
04
$GEF
GREIF INC
Q4 2025: Exited (was 372.3k shares)
5.3%
05
$APTV
APTIV PLC
Q4 2025: Exited (was 345.4k shares)
5.2%
06
$NSIT
INSIGHT ENTERPRISES INC
Held since at least Q1 2024
4.7%
07
$ST
SENSATA TECHNOLOGIES HLDG PL
Held since at least Q1 2024
4.4%
08
$NPK
NATIONAL PRESTO INDS INC
Q4 2025: Exited (was 208.9k shares)
4.0%
09
$PHIN
PHINIA INC
Q4 2025: Exited (was 364.1k shares)
3.8%
10
$DNOW
DNOW INC
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:22 UTC.