Medina Singh Partners, LLC Portfolio Holdings by Sector
Medina Singh Partners, LLC
- $281 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Oil & Gas Equipment & Services | Energy
VTOL TS MRC 3 stocks |
$65,414
23.29% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
TRS GEF 2 stocks |
$59,667
21.24% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECVT AVTR OEC 3 stocks |
$39,793
14.17% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
THR 1 stocks |
$26,785
9.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
NPK 1 stocks |
$19,694
7.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
TIXT 1 stocks |
$15,415
5.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
ROG 1 stocks |
$13,619
4.85% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Paper & Paper Products | Basic Materials
MATV 1 stocks |
$12,609
4.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Brewers | Consumer Defensive
FMX 1 stocks |
$9,065
3.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
KMT 1 stocks |
$8,564
3.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
FBHS 1 stocks |
$7,754
2.76% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
GIII 1 stocks |
$1,273
0.45% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Security & Protection Services | Industrials
REZI 1 stocks |
$1,264
0.45% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|