Medina Singh Partners, LLC Portfolio Holdings

Medina Singh Partners, LLC

  • $209 Million
  • Q3 2024

Medina Singh Partners, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $209 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Despegar.Com, Corp. with a value of $30.7M, Tronox Holdings PLC with a value of $26.1M, Trimas Corp with a value of $25.7M, Bristow Group Inc. with a value of $20.4M, and American Axle & Manufacturing Holdings Inc with a value of $14M.

Examining the 13F form we can see an increase of $56.1M in the current position value, from $153M to 209M.

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 $209 Million
Consumer Cyclical: $101 Million
Basic Materials: $39.1 Million
Energy: $33.7 Million
Consumer Defensive: $26.1 Million
Industrials: $9.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.24B
$30.7 Million 14.66% of portfolio
2,472,196
Q3 2024 Added 20.73%
$1.9B
$26.1 Million 12.48% of portfolio
1,784,326
Q3 2024 Added 35.0%
$1.13B
$25.7 Million 12.28% of portfolio
1,006,031
Q3 2024 Added 3.4%
$1.07B
$20.4 Million 9.74% of portfolio
587,468
Q3 2024 Added 2.95%
$747M
$14 Million 6.71% of portfolio
2,271,471
Q3 2024 Added 3.55%
$22.1B
$13.4 Million 6.39% of portfolio
420,068
Q3 2024 New
$1.27B
$13.1 Million 6.28% of portfolio
2,263,815
Q3 2024 New
$1.12B
$13 Million 6.23% of portfolio
1,901,738
Q3 2024 New
$1.6B
$12.2 Million 5.81% of portfolio
153,337
Q3 2024 Added 180.99%
$1.1B
$10.4 Million 4.98% of portfolio
1,193,440
Q3 2024 Added 284.72%
$4.03B
$9.2 Million 4.4% of portfolio
106,900
Q3 2024 New
$1.83B
$8.1 Million 3.87% of portfolio
129,207
Q3 2024 New
$31.2B
$8.04 Million 3.85% of portfolio
81,499
Q3 2024 New
$1.68B
$4.88 Million 2.33% of portfolio
78,870
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $209 Million
  • Prior Value $153 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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