Medina Singh Partners, LLC Portfolio Holdings

Medina Singh Partners, LLC

  • $281 Million
  • Q2 2025

Medina Singh Partners, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $281 Million distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trimas Corp with a value of $39.4M, Thermon Group Holdings, Inc. with a value of $26.8M, Ecovyst Inc. with a value of $26.1M, Bristow Group Inc. with a value of $25.7M, and Tenaris Sa with a value of $20.8M.

Examining the 13F form we can see an decrease of $10.9M in the current position value, from $292M to 281M.

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 $281 Million
Energy: $65.4 Million
Industrials: $64.1 Million
Consumer Cyclical: $60.9 Million
Basic Materials: $52.4 Million
Technology: $29 Million
Consumer Defensive: $9.07 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $281 Million
  • Prior Value $292 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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