Medina Singh Partners, LLC Portfolio Holdings

Medina Singh Partners, LLC

  • $320 Million
  • Q3 2025

Medina Singh Partners, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $320 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Thermon Group Holdings, Inc. with a value of $26.4M, National Presto Industries Inc with a value of $23.4M, Greif, Inc with a value of $22.2M, Blue Linx Holdings Inc. with a value of $21.1M, and Trimas Corp with a value of $21M.

Examining the 13F form we can see an increase of $39.5M in the current position value, from $281M to 320M.

Medina Singh Partners, LLC is based out at Los Angeles, CA

Below you can find more details about Medina Singh Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $320 Million
Industrials: $127 Million
Consumer Cyclical: $74.4 Million
Basic Materials: $56.3 Million
Energy: $40.5 Million
Communication Services: $10.6 Million
Consumer Defensive: $8.68 Million
Technology: $2.73 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.17B
$26.4 Million 8.23% of portfolio
987,165
Q3 2025 Added 3.49%
$669M
$23.4 Million 7.31% of portfolio
208,886
Q3 2025 Added 3.9%
$1.56B
$22.2 Million 6.94% of portfolio
372,250
Q3 2025 Added 19.34%
$515M
$21.1 Million 6.58% of portfolio
288,304
Q3 2025 New
$1.31B
$21 Million 6.56% of portfolio
544,190
Q3 2025 Reduced 60.48%
$1.15B
$20.4 Million 6.38% of portfolio
1,417,479
Q3 2025 Added 2.58%
$24B
$20.1 Million 6.26% of portfolio
560,954
Q3 2025 Added 0.88%
$1.17B
$18.9 Million 5.91% of portfolio
2,160,140
Q3 2025 Reduced 31.8%
$1.84B
$18.2 Million 5.68% of portfolio
235,956
Q3 2025 New
$1.33B
$18.2 Million 5.66% of portfolio
682,090
Q3 2025 Added 1,099.74%
$1.7B
$17.1 Million 5.35% of portfolio
688,654
Q3 2025 New
$8.25B
$13 Million 4.05% of portfolio
424,604
Q3 2025 New
$632M
$12.7 Million 3.97% of portfolio
943,084
Q3 2025 New
$2.19B
$11.7 Million 3.66% of portfolio
560,807
Q3 2025 Added 50.34%
$843M
$10.6 Million 3.32% of portfolio
277,172
Q3 2025 New
$7.67B
$9.75 Million 3.04% of portfolio
781,188
Q3 2025 Added 5.52%
$277M
$9.38 Million 2.93% of portfolio
1,238,058
Q3 2025 Added 245.27%
$33.6B
$8.68 Million 2.71% of portfolio
88,033
Q2 2025 Reduced 50.49%
$429M
$4.6 Million 1.44% of portfolio
323,644
Q3 2025 New
$2.43B
$2.73 Million 0.85% of portfolio
38,442
Q3 2025 New
$12.4B
$566,000 0.18% of portfolio
3,479
Q3 2025 New
Six Flags Entertainment Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
Phinia Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 25.59%
Aebi Schmidt Hldg Ag
-
$0 0.0% of portfolio
-
Q3 2025 New
Atmus Filtration Technologie
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 20.99%
Aptiv PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.88%
Vestis Corporation
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $320 Million
  • Prior Value $281 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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