SEC 13F Intelligence

Medina Value Partners, LLC / MSM

Medina Value Partners, LLC’s Msc Indl Direct Inc Position

Does Medina Value Partners, LLC own Msc Indl Direct Inc (MSM)? Yes289.6K shares worth $27M (+5.60% of its 13F portfolio) as of Q1 2026, up from 106.9K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
289.6K
% of Portfolio
+5.60%
Quarters Held
2
currently held

Position History MSM

Reported value by quarter
Q3 ’24: $9MQ3 ’24Q1 ’26: $27MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026289.6K$27M+5.60%
Q3 2024106.9K$9M+3.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Medina Value Partners, LLC’s full portfolio or all institutional holders of MSM.