Medina Value Partners, LLC
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Why follow Medina Value Partners, LLC right now?
Medina Value Partners reported $477M across 30 positions in its Q1 2026 13F-HR, maintaining a concentrated small-cap industrial tilt. Thermon Group leads at 10.2% (966,319 shares), followed by Kennametal at 8.4% (1,116,265 shares) and MSC Industrial at 5.6%. The top ten holdings account for roughly 55% of disclosed assets. Notable quarterly share increases include Sensata Technologies, where the position grew 427% to 594,249 shares (now 4.4% of the portfolio), and HNI Corp, up 59%. Kennametal also saw a 15% share increase.
The fund recorded Q1 2026 portfolio returns of +29.1% against SPY's +17.6%, generating +11.5% alpha for the quarter — following three consecutive quarters of negative alpha. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Medina Value Partners, LLC
Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 14:53 UTC.