StockDriftsStockDriftsTop 30 Medina Value Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| THR | THERMON GROUP HLDGS INC | 10.2% | 966.3K | $48.7M | -7.40%(-77.21K) | $29.06(+136.13%) | 2026-03-31 | |
| KMT | KENNAMETAL INC | 8.45% | 1.12M | $40.3M | +15.28%(+147.97K) | $24.42(+44.04%) | 2026-03-31 | |
| MSM | MSC INDL DIRECT INC | 5.6% | 289.6K | $26.7M | new | $86.15(+23.99%) | 2026-03-31 | |
| GEF | GREIF INC | 5.28% | 376.0K | $25.2M | -0.46%(-1.75K) | $59.75(+9.50%) | 2026-03-31 | |
| APTV | APTIV PLC | 5.19% | 356.7K | $24.8M | +3.19%(+11.02K) | $65.21(-11.73%) | 2026-03-31 | |
| NSIT | INSIGHT ENTERPRISES INC | 4.75% | 338.2K | $22.7M | new | $74.24(+20.35%) | 2026-03-31 | |
| ST | SENSATA TECHNOLOGIES HLDG PL | 4.38% | 594.2K | $20.9M | +427.10%(+481.51K) | $33.81(+44.71%) | 2026-03-31 | |
| NPK | NATIONAL PRESTO INDS INC | 3.98% | 138.7K | $19.0M | -34.65%(-73.55K) | $90.76(+53.45%) | 2026-03-31 | |
| PHIN | PHINIA INC | 3.78% | 263.4K | $18.0M | -12.18%(-36.53K) | $36.60(+117.35%) | 2026-03-31 | |
| DNOW | DNOW INC | 3.5% | 1.40M | $16.7M | -5.33%(-78.97K) | $14.25(-6.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.42% | +27.45% |
| Top 20 Holdings Unweighted | +9.05% | +29.70% |
Sign up free to track Medina Value Partners, LLC, compare funds side by side, and get alerts the moment positions change.