Filer Name: MEDINA VALUE PARTNERS, LLC
CIK: 1843543
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 15
Portfolio Value: $0.24B

Medina Value Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DESP US DESPEGAR.COM CORP 1,456,058 $28M 11.49% -41.1% -
TRS US TRIMAS CORP 1,034,882 $25M 10.43% 2.9% -
TS US TENARIS SA-ADR 566,013 $21M 8.77% 34.7% -
VTOL US BRISTOW GROUP INC 618,036 $21M 8.69% 5.2% -
ECVT US ECOVYST INC 2,742,233 $21M 8.59% 44.2% -
ATMU US ATMUS FILTRATION TECHNOLOGIE 507,555 $20M 8.15% -35.4% -
HELE US HELEN OF TROY LTD 318,463 $19M 7.81% 303.8% -
PHIN US PHINIA INC 386,959 $19M 7.64% -36.2% -
THR US THERMON GROUP HOLDINGS INC 616,844 $18M 7.28% 100.0% -
G3265R107 - APTIV PLC 249,664 $15M 6.19% 100.0% -
NXT US NEXTRACKER INC-CL A 330,928 $12M 4.96% 100.0% -
NPK US NATIONAL PRESTO INDS INC 101,962 $10M 4.11% 100.0% -
TIXT US TELUS INTERNATIONAL CDA INC 2,094,702 $8M 3.37% 100.0% -
ARCO US ARCOS DORADOS HOLDINGS INC-A 448,183 $3M 1.34% -62.4% -
FMX US FOMENTO ECONOMICO MEX-SP ADR 33,773 $3M 1.18% -58.6% -
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