Medina Value Partners, LLC
Medina Value Partners, LLC is a Los Angeles-based hedge fund and SEC-registered investment adviser, founded in Delaware and operating at least since 2011. The firm focuses on value-oriented investment strategies in public equities, managing approximately $511.6 million in assets as of March 2025. Medina Value Partners serves primarily pooled investment vehicles and institutional investors. The firm maintains a small, specialized team of around 7 employees, with nearly half in investment roles, and is led by principals Kristofer Medina and Jaiveer Singh.
Investment Strategy
Medina Value Partners, LLC employs a fundamental, value-based investment approach, targeting undervalued public companies with favorable risk/reward profiles. The firm's portfolio is diversified across sectors, with active management illustrated by frequent additions and reductions in holdings. They emphasize deep research, margin of safety, and seek to compound capital while minimizing downside risk, often investing through master-feeder structures for institutional clients. Portfolio concentration shows significant conviction in selected core positions while maintaining flexibility to adjust allocations as market opportunities evolve.
Latest 13F Filing Activity
Medina Value Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 21 equity positions with a total 13F market value of $365M. The fund increased holdings in Diebold Nixdorf Inc., Rogers Corp., Trimas Corp. among other positions. Medina Value Partners, LLC reduced exposure to Despegar Com Corp., Helen of Troy LTD, Huntsman Corp. among others.
Top Holdings
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TRS | TRIMAS CORP | 10.78% | $39.4M | 1,377,021 | $26.07 | $28.61 | +$10.9M |
T THR | THERMON GROUP HLDGS INC | 7.33% | $26.8M | 953,917 | $28.48 | $28.08 | +$4.2M |
E ECVT | ECOVYST INC | 7.13% | $26.1M | 3,167,490 | $7.10 | $8.23 | +$7.6M |
V VTOL | BRISTOW GROUP INC | 7.03% | $25.7M | 778,690 | $29.28 | $32.97 | +$4.0M |
A APTV | APTIV PLC | 6.39% | $23.4M | 342,381 | $60.80 | $68.22 | +$4.3M |
Industry Allocation
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