Medina Singh Partners, LLC Portfolio Holdings

Medina Singh Partners, LLC

  • $178 Million
  • Q4 2024

Medina Singh Partners, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $178 Million distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Despegar.Com, Corp. with a value of $28M, Trimas Corp with a value of $25.4M, Tenaris Sa with a value of $21.4M, Bristow Group Inc. with a value of $21.2M, and Ecovyst Inc. with a value of $21M.

Examining the 13F form we can see an decrease of $30.9M in the current position value, from $209M to 178M.

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 $178 Million
Consumer Cyclical: $56.7 Million
Energy: $42.6 Million
Industrials: $27.8 Million
Consumer Defensive: $21.9 Million
Basic Materials: $21 Million
Technology: $8.21 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.28B
$28 Million 15.73% of portfolio
1,456,058
Q4 2024 Reduced 41.1%
$1.01B
$25.4 Million 14.28% of portfolio
1,034,882
Q4 2024 Added 2.87%
$22.7B
$21.4 Million 12.0% of portfolio
566,013
Q4 2024 Added 34.74%
$1.01B
$21.2 Million 11.9% of portfolio
618,036
Q4 2024 Added 5.2%
$1.12B
$21 Million 11.76% of portfolio
2,742,233
Q4 2024 Added 44.2%
$1.36B
$19.1 Million 10.69% of portfolio
318,463
Q4 2024 Added 303.78%
$1B
$17.7 Million 9.96% of portfolio
616,844
Q4 2024 New
$704M
$10 Million 5.63% of portfolio
101,962
Q4 2024 New
$257M
$8.21 Million 4.61% of portfolio
2,094,702
Q4 2024 New
$1.1B
$3.26 Million 1.83% of portfolio
448,183
Q4 2024 Reduced 62.45%
$32.1B
$2.89 Million 1.62% of portfolio
33,773
Q4 2024 Reduced 58.56%
Atmus Filtration Technologie
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 35.43%
Nextracker Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Phinia Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 36.23%
Aptiv PLC
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $178 Million
  • Prior Value $209 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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