Medina Value Partners, LLC
LOS ANGELES CA · SEC CIK 0001843543
$5.10亿2026Q2 申报市值
28持仓数
54.8%前十大占比 · 第一大 8.4%
10 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MIDD 新建仓+$2,407.73万
ESAB 新建仓+$2,223.48万
MGRC 加仓+$2,210.76万
DBD 新建仓+$1,921.89万
DOLE 新建仓+$1,487.59万
2026Q2 卖出最多 按季末市值估算
THERMON GROUP HL 清仓-$4,870.25万
NSIT 清仓-$2,266.41万
DNOW 清仓-$1,670.45万
REZI 清仓-$1,343.88万
GLOB 清仓-$1,317.49万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| KMT | KENNAMETAL INC | $4,300.73万 | 8.43% | 1,227,027 | 110,762 | 9.9% | $388.22万 | 加仓 |
| GEF | GREIF INC | $3,092.76万 | 6.06% | 415,191 | 39,143 | 10.4% | $291.58万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $3,075.69万 | 6.03% | 258,570 | -31,052 | -10.7% | -$369.36万 | 减仓 |
| APTV | APTIV PLC | $2,767.58万 | 5.42% | 450,892 | 94,146 | 26.4% | $577.87万 | 加仓 |
| MGRC | MCGRATH RENTCORP | $2,545.19万 | 4.99% | 210,294 | 182,662 | 661.1% | $2,210.76万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $2,512.25万 | 4.92% | 234,374 | 100,612 | 75.2% | $1,078.46万 | 加仓 |
| PHIN | PHINIA INC | $2,455.90万 | 4.81% | 298,155 | 34,733 | 13.2% | $286.10万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $2,434.39万 | 4.77% | 509,927 | -84,322 | -14.2% | -$402.55万 | 减仓 |
| MIDD | MIDDLEBY CORP | $2,407.73万 | 4.72% | 139,976 | 139,976 | — | $2,407.73万 | 新建仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $2,389.31万 | 4.68% | 1,903,833 | 301,195 | 18.8% | $378.00万 | 加仓 |
| ESAB | ESAB CORPORATION | $2,223.48万 | 4.36% | 225,436 | 225,436 | — | $2,223.48万 | 新建仓 |
| NPK | NATIONAL PRESTO INDS INC | $2,169.55万 | 4.25% | 173,578 | 34,882 | 25.1% | $435.99万 | 加仓 |
| DBD | DIEBOLD NIXDORF INC | $1,921.89万 | 3.77% | 226,051 | 226,051 | — | $1,921.89万 | 新建仓 |
| BCC | BOISE CASCADE CO DEL | $1,785.82万 | 3.50% | 230,042 | 22,007 | 10.6% | $170.84万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $1,626.51万 | 3.19% | 318,986 | 92,547 | 40.9% | $471.90万 | 加仓 |
| DOLE | DOLE PLC | $1,487.59万 | 2.91% | 1,084,247 | 1,084,247 | — | $1,487.59万 | 新建仓 |
| LKQ | LKQ CORP | $1,462.80万 | 2.87% | 555,563 | 88,768 | 19.0% | $233.73万 | 加仓 |
| KRNT | KORNIT DIGITAL LTD | $1,313.72万 | 2.57% | 808,444 | 77,126 | 10.5% | $125.33万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $1,234.97万 | 2.42% | 51,848 | 51,848 | — | $1,234.97万 | 新建仓 |
| CNM | CORE & MAIN INC | $1,221.97万 | 2.39% | 253,259 | 253,259 | — | $1,221.97万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1,163.29万 | 2.28% | 44,188 | 44,188 | — | $1,163.29万 | 新建仓 |
| HNI | HNI CORP | $1,024.23万 | 2.01% | 253,460 | -228,883 | -47.5% | -$924.92万 | 减仓 |
| GEF/B | GREIF INC | $1,004.42万 | 1.97% | 107,379 | 7,368 | 7.4% | $68.92万 | 加仓 |
| DDD | 3D SYS CORP DEL | $990.37万 | 1.94% | 3,279,375 | 3,279,375 | — | $990.37万 | 新建仓 |
| TS | TENARIS S A | $744.17万 | 1.46% | 134,108 | -119,254 | -47.1% | -$661.74万 | 减仓 |
| ARXS | ARXIS INC | $737.84万 | 1.45% | 159,914 | 159,914 | — | $737.84万 | 新建仓 |
| VGNT | VERSIGENT PLC | $548.22万 | 1.07% | 130,497 | 130,497 | — | $548.22万 | 新建仓 |
| FLGT | FULGENT GENETICS INC | $396.16万 | 0.78% | 193,061 | 22,992 | 13.5% | $47.18万 | 加仓 |
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -966,319 | -100.0% | -$4,870.25万 | 清仓 |
| NSIT | INSIGHT ENTERPRISES INC | $0 | 0.00% | 0 | -338,220 | -100.0% | -$2,266.41万 | 清仓 |
| DNOW | DNOW INC | $0 | 0.00% | 0 | -1,402,563 | -100.0% | -$1,670.45万 | 清仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | -398,658 | -100.0% | -$1,343.88万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -285,728 | -100.0% | -$1,317.49万 | 清仓 |
| VREX | VAREX IMAGING CORP | $0 | 0.00% | 0 | -1,241,238 | -100.0% | -$1,316.95万 | 清仓 |
| TASK | TASKUS INC | $0 | 0.00% | 0 | -1,712,806 | -100.0% | -$1,149.29万 | 清仓 |
| AMN | AMN HEALTHCARE SVCS INC | $0 | 0.00% | 0 | -546,257 | -100.0% | -$1,001.84万 | 清仓 |
| BXC | BLUELINX HLDGS INC | $0 | 0.00% | 0 | -168,777 | -100.0% | -$914.43万 | 清仓 |
| SCSC | SCANSOURCE INC | $0 | 0.00% | 0 | -231,306 | -100.0% | -$839.64万 | 清仓 |
| DXPE | DXP ENTERPRISES INC | $0 | 0.00% | 0 | -44,808 | -100.0% | -$626.10万 | 清仓 |
| JJSF | J & J SNACK FOODS CORP | $0 | 0.00% | 0 | -37,396 | -100.0% | -$296.44万 | 清仓 |