Medina Value Partners, LLC
LOS ANGELES CA · SEC CIK 0001843543
$4.77亿2026Q1 申报市值
30持仓数
55.1%前十大占比 · 第一大 10.2%
13 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MSM 新建仓+$2,672.34万
NSIT 新建仓+$2,266.41万
ST 加仓+$1,695.87万
REZI 新建仓+$1,343.88万
GLOB 新建仓+$1,317.49万
2026Q1 卖出最多 按季末市值估算
IOSP 清仓-$2,899.10万
ECVT 清仓-$2,132.83万
TS 减仓-$1,792.72万
PLUS 清仓-$1,721.42万
ATMU 减仓-$1,622.61万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | THERMON GROUP HLDGS INC | $4,870.25万 | 10.20% | 966,319 | -77,207 | -7.4% | -$389.12万 | 减仓 |
| KMT | KENNAMETAL INC | $4,033.07万 | 8.45% | 1,116,265 | 147,971 | 15.3% | $534.62万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $2,672.34万 | 5.60% | 289,622 | 289,622 | — | $2,672.34万 | 新建仓 |
| GEF | GREIF INC | $2,522.15万 | 5.28% | 376,048 | -1,751 | -0.5% | -$11.74万 | 减仓 |
| APTV | APTIV PLC | $2,477.24万 | 5.19% | 356,746 | 11,019 | 3.2% | $76.52万 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $2,266.41万 | 4.75% | 338,220 | 338,220 | — | $2,266.41万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $2,092.95万 | 4.38% | 594,249 | 481,509 | 427.1% | $1,695.87万 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $1,900.97万 | 3.98% | 138,696 | -73,550 | -34.7% | -$1,008.08万 | 减仓 |
| PHIN | PHINIA INC | $1,802.86万 | 3.78% | 263,422 | -36,528 | -12.2% | -$250.00万 | 减仓 |
| DNOW | DNOW INC | $1,670.45万 | 3.50% | 1,402,563 | -78,966 | -5.3% | -$94.05万 | 减仓 |
| HNI | HNI CORP | $1,610.54万 | 3.37% | 482,343 | 179,905 | 59.5% | $600.70万 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $1,577.95万 | 3.30% | 208,035 | -19,165 | -8.4% | -$145.37万 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $1,556.16万 | 3.26% | 1,602,638 | 170,128 | 11.9% | $165.19万 | 加仓 |
| TS | TENARIS S A | $1,474.06万 | 3.09% | 253,362 | -308,133 | -54.9% | -$1,792.72万 | 减仓 |
| LKQ | LKQ CORP | $1,370.98万 | 2.87% | 466,795 | 11,159 | 2.4% | $32.77万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $1,343.88万 | 2.81% | 398,658 | 398,658 | — | $1,343.88万 | 新建仓 |
| GLOB | GLOBANT S A | $1,317.49万 | 2.76% | 285,728 | 285,728 | — | $1,317.49万 | 新建仓 |
| VREX | VAREX IMAGING CORP | $1,316.95万 | 2.76% | 1,241,238 | 1,241,238 | — | $1,316.95万 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $1,285.49万 | 2.69% | 226,439 | -285,821 | -55.8% | -$1,622.61万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $1,232.88万 | 2.58% | 133,762 | 133,762 | — | $1,232.88万 | 新建仓 |
| TASK | TASKUS INC | $1,149.29万 | 2.41% | 1,712,806 | 1,712,806 | — | $1,149.29万 | 新建仓 |
| KRNT | KORNIT DIGITAL LTD | $1,072.11万 | 2.25% | 731,318 | 18,346 | 2.6% | $26.90万 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC | $1,001.84万 | 2.10% | 546,257 | 546,257 | — | $1,001.84万 | 新建仓 |
| BXC | BLUELINX HLDGS INC | $914.43万 | 1.92% | 168,777 | -44,771 | -21.0% | -$242.57万 | 减仓 |
| GEF/B | GREIF INC | $875.50万 | 1.83% | 100,011 | 36,243 | 56.8% | $317.27万 | 加仓 |
| SCSC | SCANSOURCE INC | $839.64万 | 1.76% | 231,306 | 231,306 | — | $839.64万 | 新建仓 |
| DXPE | DXP ENTERPRISES INC | $626.10万 | 1.31% | 44,808 | 44,808 | — | $626.10万 | 新建仓 |
| MGRC | MCGRATH RENTCORP | $304.73万 | 0.64% | 27,632 | 27,632 | — | $304.73万 | 新建仓 |
| JJSF | J & J SNACK FOODS CORP | $296.44万 | 0.62% | 37,396 | 37,396 | — | $296.44万 | 新建仓 |
| FLGT | FULGENT GENETICS INC | $270.41万 | 0.57% | 170,069 | 170,069 | — | $270.41万 | 新建仓 |
| IOSP | INNOSPEC INC | $0 | 0.00% | 0 | -378,769 | -100.0% | -$2,899.10万 | 清仓 |
| ECVT | ECOVYST INC | $0 | 0.00% | 0 | -2,192,017 | -100.0% | -$2,132.83万 | 清仓 |
| PLUS | EPLUS INC | $0 | 0.00% | 0 | -196,285 | -100.0% | -$1,721.42万 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC | $0 | 0.00% | 0 | -306,655 | -100.0% | -$1,205.15万 | 清仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -63,251 | -100.0% | -$1,125.49万 | 清仓 |
| GIII | G III APPAREL GROUP LTD | $0 | 0.00% | 0 | -329,736 | -100.0% | -$954.92万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -255,125 | -100.0% | -$692.92万 | 清仓 |