Fund HoldingsMedina Value Partners, LLC

Total Portfolio Value
$162.26M
Total Bought
$49.95M
Total Sold
$42.42M
Net Transaction
+$7.53M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
DESPEGAR COM CORP2,456,3622,950,386+494,02417,80927,91117.20%+10,102
TECNOGLASS INC(TGLS)249,888389,282+139,3948,23617,79410.97%+9,558
EVERI HLDGS INC0585,579+585,57906,5994.07%+6,599
SUNOPTA INC
COM
0741,164+741,16404,0542.50%+4,054
TIMKENSTEEL CORPORATION901,8411,007,874+106,03319,58823,63514.57%+4,047
DOLE PLC(DOLE)1,491,5041,728,842+237,33817,27221,24713.09%+3,976
AZZ INC131,480170,694+39,2145,9939,9166.11%+3,923
ATMUS FILTRATION TECHNOLOGIE(ATMU)438,905508,085+69,1809,15111,9357.36%+2,784
TRONOX HOLDINGS PLC(TROX)631,296745,125+113,8298,48510,5516.50%+2,066
TEGNA INC372,169429,805+57,6365,4236,5764.05%+1,154
BRISTOW GROUP INC(VTOL)207,532238,641+31,1095,8466,7464.16%+900
ACCO BRANDS CORP1,337,4191,354,070+16,6517,6778,2335.07%+556
TORTOISE ENERGY INFRA CORP(TYG)236,357245,412+9,0556,8317,0614.35%+230
RAYONIER ADVANCED MATLS INC652,8040-652,8042,3110-2,311
SHYFT GROUP INC255,5120-255,5123,8250-3,825
MONARCH CASINO & RESORT INC(MCRI)67,4010-67,4014,1860-4,186
RANPAK HOLDINGS CORP814,0000-814,0004,4280-4,428
WORLD KINECT CORPORATION(WKC)227,2450-227,2455,0970-5,097
MARCUS CORP DEL422,3350-422,3356,5460-6,546
SIX FLAGS ENTMT CORP NEW281,1040-281,1046,6090-6,609
TRINITY INDS INC(TRN)386,7600-386,7609,4180-9,418
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