SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Medina Value Partners, LLC

CIK 0001843543 · 11835 WEST OLYMPIC BLVD, SUITE 1285E, LOS ANGELES, CA, 90064 · 310-979-6900

Reported Value
$244M
Q4 2024
Positions
15
Filings on Record
18
2019–present window
Filed
Feb 13, 2025
original filing

Summary

Medina Value Partners, LLC reported $244M in U.S.-listed holdings across 15 positions for Q4 2024.

Its largest position, Despegar Com, represents 11.5% of the portfolio.

Compared with Q3 2024, the fund opened 5 new positions and exited 6.

Portfolio Metrics

Turnover
+36.9%
vs prior filed quarter
Top-10 Concentration
+85.0%
share of reported value
Largest Position
+11.5%
Despegar Com
New / Exited
5 / 6
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $140MQ4 ’21Q1 ’22: $156MQ2 ’22: $117MQ3 ’22: $95MQ3 ’22Q4 ’22: $130MQ1 ’23: $117MQ2 ’23: $117MQ2 ’23Q3 ’23: $155MQ4 ’23: $162MQ1 ’24: $204MQ1 ’24Q2 ’24: $200MQ3 ’24: $267MQ4 ’24: $244MQ4 ’24Q1 ’25: $350MQ2 ’25: $365MQ3 ’25: $428MQ3 ’25Q4 ’25: $428MQ1 ’26: $477Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 63.2%Other: 26.8%ADR: 10.0%
  • Common Stock · 63.2% · $154M
  • Other · 26.8% · $65M
  • ADR · 10.0% · $24M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
8TGTHERMON GROUP HLDGS INCNEW+616.8K616.8K+$18M$18M
APTIV PLCNEW+249.7K249.7K+$15M$15M
NXTNEXTRACKER INCNEW+330.9K330.9K+$12M$12M
NPKNATIONAL PRESTO INDS INCNEW+102.0K102.0K+$10M$10M
TIXTTELUS INTL CDA INCNEW+2.09M2.09M+$8M$8M
HELEN OF TROY LTDADDED+239.6K318.5K+$14M$19M
TRONOX HOLDINGS PLCSOLD OUT1.78M0$26M$0
DCHAMERICAN AXLE & MFG HLDGS INSOLD OUT2.27M0$14M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

15 positions
#IssuerClass% PortfolioValueShares
1DESPEGAR COM CORPORD SHS11.49%$28M1.46M
2TRSTRIMAS CORPhistory →COM NEW10.43%$25M1.03M
3TSTENARIS S Ahistory →SPONSORED ADS8.77%$21M566.0K
4VTOLBRISTOW GROUP INChistory →COM8.69%$21M618.0K
5ECVTECOVYST INChistory →COM8.59%$21M2.74M
6ATMUATMUS FILTRATION TECHNOLOGIEhistory →COM8.15%$20M507.6K
7HELEN OF TROY LTDCOM7.81%$19M318.5K
8PHINPHINIA INChistory →COMMON STOCK7.64%$19M387.0K
98TGTHERMON GROUP HLDGS INChistory →COM7.28%$18M616.8K
10APTIV PLCCOM SHS6.19%$15M249.7K
11NXTNEXTRACKER INChistory →CLASS A COM4.96%$12M330.9K
12NPKNATIONAL PRESTO INDS INChistory →COM4.11%$10M102.0K
13TIXTTELUS INTL CDA INChistory →SUB VTG SHS3.37%$8M2.09M
14ARCOS DORADOS HOLDINGS INCSHS CLASS -A -1.34%$3M448.2K
15FMXFOMENTO ECONOMICO MEXICANO Shistory →SPON ADR UNITS1.18%$3M33.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$477M30May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$428M24Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$428M28Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$365M22Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$350M20May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$244M15Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$267M16Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$200M14Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$204M12May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$162M13Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$155M19Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$117M13Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$117M14May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$130M13Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$95M13Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$117M19Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$156M20May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$140M18Feb 14, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.