Medina Value Partners, LLC — 13F holdings

Medina Value Partners, LLC reported 28 holdings worth $510M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. KMT KENNAMETAL INC — $43.0M (8.4%)
2. GEF GREIF INC — $30.9M (6.1%)
3. MSM MSC INDL DIRECT INC — $30.8M (6.0%)
4. APTV APTIV PLC — $27.7M (5.4%)
5. MGRC MCGRATH RENTCORP — $25.5M (5.0%)
6. FELE FRANKLIN ELEC INC — $25.1M (4.9%)
7. PHIN PHINIA INC — $24.6M (4.8%)
8. ST SENSATA TECHNOLOGIES HLDG PL — $24.3M (4.8%)
9. MIDD MIDDLEBY CORP — $24.1M (4.7%)
10. AEBI AEBI SCHMIDT HLDG AG — $23.9M (4.7%)