Medina Singh Partners, LLC Portfolio Holdings by Sector
Medina Singh Partners, LLC
- $209 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Packaging & Containers | Consumer Cyclical
TRS GEF 2 stocks |
$33,769
16.15% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
VTOL TS 2 stocks |
$33,737
16.13% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
DESP 1 stocks |
$30,655
14.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Chemicals | Basic Materials
TROX 1 stocks |
$26,104
12.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
AXL 1 stocks |
$14,037
6.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Wineries & Distilleries | Consumer Defensive
NAPA 1 stocks |
$13,130
6.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECVT 1 stocks |
$13,026
6.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
MCRI 1 stocks |
$12,155
5.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
ARCO 1 stocks |
$10,406
4.98% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
MSM 1 stocks |
$9,195
4.4% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Brewers | Consumer Defensive
FMX 1 stocks |
$8,044
3.85% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
HELE 1 stocks |
$4,878
2.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|