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Medina Value Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

Medina Value Partners, LLC

No.4189
最新持仓市值 (Q2 2026)
$5.10亿
环比变动 Q1 2026
+$3,293.0万+6.9%
持仓股票数
28
新买入
10
加仓
14
减仓
4
清仓
12
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
KKENNAMETALKMT
8.43%8.45%$4,300.7万122.7万股$4,033.1万111.6万股+11.1万股+9.92%加仓
GGREIFGEF
6.06%5.28%$3,092.8万41.5万股$2,522.2万37.6万股+3.9万股+10.41%加仓
MSC INDL DIRECTMSM
6.03%5.6%$3,075.7万25.9万股$2,672.3万29.0万股-3.1万股-10.72%减仓
AAPTIVAPTV
5.42%5.19%$2,767.6万45.1万股$2,477.2万35.7万股+9.4万股+26.39%加仓
MCGRATH RENTCORPMGRC
4.99%0.64%$2,545.2万21.0万股$304.7万2.8万股+18.3万股+661.05%加仓
富兰克林·ELEC INC COMFELE
4.92%2.58%$2,512.3万23.4万股$1,232.9万13.4万股+10.1万股+75.22%加仓
PHINIA COMMON STOCKPHIN
4.81%3.78%$2,455.9万29.8万股$1,802.9万26.3万股+3.5万股+13.19%加仓
SENSATA TECHNOLOGIES PLST
4.77%4.38%$2,434.4万51.0万股$2,092.9万59.4万股-8.4万股-14.19%减仓
MMIDDLEBYMIDD
4.72%$2,407.7万14.0万股$00股+14.0万股新买入
AAEBI SCHMIDTAEBI
4.68%3.26%$2,389.3万190.4万股$1,556.2万160.3万股+30.1万股+18.79%加仓
EESABESAB
4.36%$2,223.5万22.5万股$00股+22.5万股新买入
NNATIONAL PRESTO INDSNPK
4.25%3.98%$2,169.6万17.4万股$1,901.0万13.9万股+3.5万股+25.15%加仓
DDIEBOLD NIXDORFDBD
3.77%$1,921.9万22.6万股$00股+22.6万股新买入
BOISE CASCADE DELBCC
3.5%3.3%$1,785.8万23.0万股$1,577.9万20.8万股+2.2万股+10.58%加仓
ATMUS FILTRATION TECHNOLOGIEATMU
3.19%2.69%$1,626.5万31.9万股$1,285.5万22.6万股+9.3万股+40.87%加仓
DOLEDOLE
2.91%$1,487.6万108.4万股$00股+108.4万股新买入
LKQLKQ
2.87%2.87%$1,462.8万55.6万股$1,371.0万46.7万股+8.9万股+19.02%加仓
KORNIT DIGITALKRNT
2.57%2.25%$1,313.7万80.8万股$1,072.1万73.1万股+7.7万股+10.55%加仓
RREGAL REXNORD COMRRX
2.42%$1,235.0万5.2万股$00股+5.2万股新买入
CORE & MAINCNM
2.39%$1,222.0万25.3万股$00股+25.3万股新买入
ZZEBRA TECHNOLOGIES CORPORATIZBRA
2.28%$1,163.3万4.4万股$00股+4.4万股新买入
HHNIHNI
2.01%3.37%$1,024.2万25.3万股$1,610.5万48.2万股-22.9万股-47.45%减仓
GGREIF INC CL BGEF/B
1.97%1.83%$1,004.4万10.7万股$875.5万10.0万股+7,368股+7.37%加仓
33D SYS DELDDD
1.94%$990.4万327.9万股$00股+327.9万股新买入
TENARIS S A SPONSORED ADSTS
1.46%3.09%$744.2万13.4万股$1,474.1万25.3万股-11.9万股-47.07%减仓
AARXIS INCARXS
1.45%$737.8万16.0万股$00股+16.0万股新买入
VVERSIGENT PLCVGNT
1.07%$548.2万13.0万股$00股+13.0万股新买入
FULGENT GENETICS COMFLGT
0.78%0.57%$396.2万19.3万股$270.4万17.0万股+2.3万股+13.52%加仓

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