Fund HoldingsMedina Value Partners, LLC

Total Portfolio Value
$204.14M
Total Bought
$95.41M
Total Sold
$61.35M
Net Transaction
+$34.05M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
PHINIA INC(PHIN)0635,982+635,982024,44111.97%+24,441
TRIMAS CORP(TRS)0728,664+728,664019,4779.54%+19,477
TRONOX HOLDINGS PLC(TROX)745,1251,344,647+599,52210,55123,33011.43%+12,779
ATMUS FILTRATION TECHNOLOGIE(ATMU)508,085723,444+215,35911,93523,33111.43%+11,396
NORTH AMERN CONSTR GROUP LTD0474,611+474,611010,3275.06%+10,327
BRISTOW GROUP INC(VTOL)238,641547,078+308,4376,74614,8817.29%+8,134
DESPEGAR COM CORP2,950,3862,711,537-238,84927,91132,43015.89%+4,519
EVERI HLDGS INC585,5791,104,829+519,2506,59911,1045.44%+4,504
SUNOPTA INC
COM
741,1641,223,301+482,1374,0548,4044.12%+4,350
METALLUS INC1,007,8741,007,874023,63522,42510.99%-1,209
TEGNA INC429,8050-429,8056,5760-6,576
TORTOISE ENERGY INFRA CORP(TYG)245,4120-245,4127,0610-7,061
ACCO BRANDS CORP1,354,070153,605-1,200,4658,2338620.42%-7,371
DOLE PLC(DOLE)1,728,8421,100,614-628,22821,24713,1306.43%-8,117
AZZ INC170,6940-170,6949,9160-9,916
TECNOGLASS INC(TGLS)389,2820-389,28217,7940-17,794
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