Fund HoldingsMedina Value Partners, LLC

Total Portfolio Value
$154.73M
Total Bought
$67.83M
Total Sold
$30.11M
Net Transaction
+$37.72M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TRONOX HOLDINGS PLC(TROX)0631,296+631,29608,4855.48%+8,485
TECNOGLASS INC(TGLS)0249,888+249,88808,2365.32%+8,236
SIX FLAGS ENTMT CORP NEW0281,104+281,10406,6094.27%+6,609
AZZ INC0131,480+131,48005,9933.87%+5,993
TEGNA INC0372,169+372,16905,4233.50%+5,423
WORLD KINECT CORPORATION(WKC)0227,245+227,24505,0973.29%+5,097
RANPAK HOLDINGS CORP0814,000+814,00004,4282.86%+4,428
MONARCH CASINO & RESORT INC(MCRI)067,401+67,40104,1862.71%+4,186
SHYFT GROUP INC0255,512+255,51203,8252.47%+3,825
ACCO BRANDS CORP45,1071,337,419+1,292,3123,8697,6774.96%+3,808
TRINITY INDS INC(TRN)234,881386,760+151,8796,0399,4186.09%+3,379
TIMKENSTEEL CORPORATION773,451901,841+128,39016,68319,58812.66%+2,905
DESPEGAR COM CORP2,245,1522,456,362+211,21015,82817,80911.51%+1,980
ATMUS FILTRATION TECHNOLOGIE(ATMU)362,279438,905+76,6267,9569,1515.91%+1,196
TORTOISE ENERGY INFRA CORP(TYG)196,962236,357+39,3955,7226,8314.41%+1,109
MARCUS CORP DEL372,182422,335+50,1535,5196,5464.23%+1,027
DOLE PLC(DOLE)1,288,3841,491,504+203,12017,41917,27211.16%-147
RAYONIER ADVANCED MATLS INC1,455,749652,804-802,9456,2312,3111.49%-3,920
BRISTOW GROUP INC(VTOL)374,660207,532-167,12810,7645,8463.78%-4,918
DXP ENTERPRISES INC(DXPE)135,0880-135,0884,9190-4,919
KNIFE RIVER CORP(KNF)179,6900-179,6907,8170-7,817
DONNELLEY FINL SOLUTIONS INC(DFIN)187,4620-187,4628,5350-8,535
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