MV

Medina Value Partners, LLC

13F
Medina Value Partners, LLC
Last update 2025-05-14 20 Stocks (6 new)
Value $350.00 Mil Turnover 39 %
Countries:
Top Holdings: DESP(8.48%)TRS(8.14%)THR(6.47%)VTOL(6.20%)ATMU(5.93%)
Summary Stock Picks Current Portfolio
Medina Value Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DESP
Despegar.com Corp
1,578,458
29,659.2
+8.41%
8.480
+0.66%
1.890
+0.88%
+1.30%
1,630.5
Travel & Leisure
TRS
TriMas Corp
1,214,894
28,465.0
+17.39%
8.140
+1.21%
2.990
+50.48%
+28.70%
1,282.0
Packaging & Containers
THR
Thermon Group Holdings Inc
812,753
22,635.2
+31.76%
6.470
+1.56%
2.410
+9.19%
-3.37%
924.2
Industrial Products
VTOL
Bristow Group Inc
686,729
21,686.9
+11.11%
6.200
+0.62%
2.390
+26.77%
+5.82%
1,044.4
Oil & Gas
ATMU
Atmus Filtration Technologies Inc
564,152
20,721.3
+11.15%
5.930
+0.59%
0.680
+14.99%
-2.14%
3,161.1
Vehicles & Parts
HELE
Helen Of Troy Ltd
383,356
20,505.7
+20.38%
5.860
+0.99%
1.670
-28.33%
-59.13%
561.3
Consumer Packaged Goods
TS
Tenaris SA
517,793
20,250.9
-8.52%
5.790
-0.75%
0.100
+21.83%
+6.32%
20,338.6
Oil & Gas
APTV
Aptiv PLC
319,490
19,009.7
+27.97%
5.440
+1.19%
0.150
+35.68%
+19.59%
15,748.4
Vehicles & Parts
ECVT
Ecovyst Inc
2,972,262
18,428.0
+8.39%
5.270
+0.41%
2.530
+53.57%
+15.58%
1,036.6
Chemicals
PHIN
Phinia Inc
428,441
18,178.8
+10.72%
5.200
+0.50%
1.080
+13.55%
+1.16%
1,917.0
Vehicles & Parts

Medina Value Partners, LLC's Historical Top Holdings Breakdowns

Medina Value Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HUN
Huntsman Corp
2025-03-31
New Buy
New Buy
+5.17%
●
15.79 ($17) 18.04
$12.15
-28.50%
New holding
1,145,634
1,145,634
NXT
NEXTracker Inc
2025-03-31
Sold Out
Sold Out
-4.96%
●
39.5 ($44.46) 50.63
$62.29
40.10%
Sold Out
0
-330,928
GEF
Greif Inc
2025-03-31
New Buy
New Buy
+4.17%
●
54.57 ($58.92) 62.45
$67.31
14.24%
New holding
265,144
265,144
FMX
Fomento Economico Mexicano SAB de CV
Fomento Economico Mexicano SAB de CV
2025-03-31
Add
Add
+4.02%
●
81.23 ($90.51) 100.59
$97.64
7.88%
Add 426.53%
177,826
144,053
MATV
Mativ Holdings Inc
2025-03-31
New Buy
New Buy
+3.74%
●
5.67 ($8.17) 10.97
$7.80
-4.53%
New holding
2,097,869
2,097,869
MRC
MRC Global Inc
2025-03-31
New Buy
New Buy
+3.67%
●
11.11 ($12.91) 15.27
$14.52
12.43%
New holding
1,119,134
1,119,134
BC
Brunswick Corp
2025-03-31
New Buy
New Buy
+3.59%
●
53.49 ($62.66) 70.51
$64.69
3.24%
New holding
233,168
233,168
ARCO
Arcos Dorados Holdings Inc
2025-03-31
Add
Add
+2.77%
●
7.15 ($7.88) 8.48
$7.38
-6.35%
Add 267.99%
1,649,277
1,201,094
WNC
Wabash National Corp
2025-03-31
New Buy
New Buy
+2.15%
●
10.59 ($13.43) 17.28
$10.81
-19.51%
New holding
679,452
679,452
NPK
National Presto Industries Inc
2025-03-31
Add
Add
+1.77%
●
87.85 ($95.29) 103.12
$105.58
10.80%
Add 69.14%
172,458
70,496

Medina Value Partners, LLC Total Holding History ($B)

To

Medina Value Partners, LLC's Asset Allocation

To

Medina Value Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Medina Value Partners, LLC's Hypothetical Growth since 2025-03-31

Medina Value Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Medina Value Partners, LLC's Holdings Heat Map

Size field:

Medina Value Partners, LLC's Holdings Bubble Chart

Medina Value Partners, LLC News

  • 1

Discussions on Medina Value Partners, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.