Medina Value Partners, LLC - Portfolio overview

Medina Value Partners, LLC has 46 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Industrials and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. THR - THERMON GROUP HLDGS INC, 7.30%
2. KMT - KENNAMETAL INC, 6.05%
3. MSM - MSC INDL DIRECT INC, 4.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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