Medina Singh Partners, LLC Portfolio Holdings by Sector
Medina Singh Partners, LLC
- $153 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Travel Services | Consumer Cyclical
DESP 1 stocks |
$27,091
17.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
TRS 1 stocks |
$24,868
16.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
VTOL NOA 2 stocks |
$24,057
15.72% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Chemicals | Basic Materials
TROX 1 stocks |
$20,737
13.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Steel | Basic Materials
TMST 1 stocks |
$17,585
11.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
AXL 1 stocks |
$15,333
10.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GRC 1 stocks |
$12,108
7.91% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
MCRI 1 stocks |
$3,717
2.43% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
ARCO 1 stocks |
$2,791
1.82% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
TASK 1 stocks |
$2,669
1.74% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Airlines | Industrials
VLRS 1 stocks |
$2,052
1.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|