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Andrew H. Rosenthal

Medina Value Partners, Llc

Assets Managed
$477.456M
Holdings
30
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
11.57%(2Q avg: 5.78%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Medina Value Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Medina Value Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 477.456M in assets, with a quarterly growth rate of 11.57% and a 2-quarter average growth rate of 5.78%. The portfolio is managed by Andrew H. Rosenthal, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
THR
Thermon Group Holdings Inc
Recent Activity
Decreased -7.39%
10.21%
$48.702M
966,319 shares@ $50.41 avg price
KMT
Kennametal Inc
Recent Activity
Increased 15.29%
8.45%
$40.331M
1.116M shares@ $36.13 avg price
MSM
Msc Industrial Direct Co-a
Recent Activity
New Position
5.6%
$26.723M
289,622 shares@ $92.28 avg price
GEF
Greif Inc-cl A
Recent Activity
Decreased -0.46%
5.29%
$25.222M
376,048 shares@ $67.07 avg price
APTV
Aptiv Plc
Recent Activity
Increased 3.19%
5.19%
$24.772M
356,746 shares@ $69.44 avg price
NSIT
Insight Enterprises Inc
Recent Activity
New Position
4.75%
$22.664M
338,220 shares@ $67.01 avg price
ST
Sensata Technologies Holding
Recent Activity
Increased 427.1%
4.39%
$20.929M
594,249 shares@ $35.23 avg price
NPK
National Presto Inds Inc
Recent Activity
Decreased -34.65%
3.99%
$19.01M
138,696 shares@ $137.07 avg price
PHIN
Phinia Inc
Recent Activity
Decreased -12.17%
3.78%
$18.029M
263,422 shares@ $68.45 avg price
DNOW
Dnow Inc
Recent Activity
Decreased -5.33%
3.5%
$16.705M
1.403M shares@ $11.91 avg price

1-10 of 30