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Medina Value Partners, LLC - Portfolio Stock Holdings

Medina Value Partners, LLC disclosed 37 stock positions in a recent SEC 13F filing. $477,216,890 of stock holdings were filed, with the largest holdings including THR, KMT, and MSM. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $717,193,842 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

37

Est. Stock Holding Value:

$477,216,890

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Medina Value Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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