Medina Singh Partners, LLC Portfolio Holdings by Sector
Medina Singh Partners, LLC
- $178 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Oil & Gas Equipment & Services | Energy
TS VTOL 2 stocks |
$42,587
23.9% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
DESP 1 stocks |
$28,029
15.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
TRS 1 stocks |
$25,447
14.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECVT 1 stocks |
$20,950
11.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
HELE 1 stocks |
$19,053
10.69% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
THR 1 stocks |
$17,746
9.96% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
NPK 1 stocks |
$10,035
5.63% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
TIXT 1 stocks |
$8,211
4.61% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
ARCO 1 stocks |
$3,262
1.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Brewers | Consumer Defensive
FMX 1 stocks |
$2,887
1.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|