Medina Singh Partners, LLC

Hedge Fund • Value

Medina Singh Partners, LLC is a Value-focused Hedge Fund based in Los Angeles, CA led by Kristofer Lee Medina, reporting $511.6M in AUM as of Q3 2025 with 36% Industrials concentration and 53% concentrated in top 10 holdings.

Managing PartnerKristofer Lee Medina

Portfolio Value: $428.0M
Positions: 28
Top Holding: APTV at 6.96%
Last Reported: Q3 2025

Address11835 West Olympic Blvd, Suite 1285e, Los Angeles, CA, 90064, United States

Top Holdings

Largest long holdings in Medina Singh Partners, LLC's portfolio (53.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Aptiv APTV	Auto - Parts Consumer Cyclical	$29.8M	6.96%	+$259.9K Bought	0.16% 345.4K shares	Q4 2024 Held for 11 months
2 Thermon Group Holdings THR	Industrial - Machinery Industrials	$26.4M	6.16%	+$888.4K Bought	2.99% 987.2K shares	Q4 2024 Held for 11 months
3 National Presto Industries NPK	Aerospace & Defense Industrials	$23.4M	5.47%	+$879.4K Bought	2.92% 208.9K shares	Q4 2024 Held for 11 months
4 Atmus Filtration Technologies ATMU	Industrial - Pollution & Treatment Controls Industrials	$22.8M	5.32%	-$6.0M Sold	0.61% 504.8K shares	Q2 2023 Held for 2y 5m
5 Greif GEF	Packaging & Containers Consumer Cyclical	$22.2M	5.20%	+$3.6M Bought	0.64% 372.3K shares	Q3 2024 Held for 1y 2m
6 BlueLinx Holdings BXC	Construction Industrials	$21.1M	4.92%	+$21.1M New	3.65% 288.3K shares	Q3 2025 Held for 2 months
7 Trimas TRS	Packaging & Containers Consumer Cyclical	$21.0M	4.91%	-$32.2M Sold	1.34% 544.2K shares	Q1 2024 Held for 1y 8m
8 Phinia PHIN	Auto - Parts Consumer Cyclical	$20.9M	4.89%	-$7.2M Sold	0.94% 364.1K shares	Q1 2024 Held for 1y 8m
9 MRC Global MRC	Oil & Gas Equipment & Services Energy	$20.4M	4.78%	+$513.6K Bought	1.67% 1.4M shares	Q1 2025 Held for 8 months
10 TS Tenaris TS	Unknown Unknown	$20.1M	4.69%	+$175.3K Bought	— 561.0K shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Medina Singh Partners, LLC's latest filing

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Market Value

$428.0M

Prior: $365.4M

Q/Q Change

+17.13%

+$62.6M

Net Flows % of MV

+6.28%

Turnover Ratio

36.51%

New Purchases

11 stocks

$131.8M

Added To

11 stocks

+$35.6M

Sold Out Of

6 stocks

$86.3M

Reduced Holdings

4 stocks

-$54.2M

Increased Positions

Position	Shares Δ	Change
1 BlueLinx Holdings BXC	New	0 → 288.3K +$21.1M
2 Innospec IOSP	New	0 → 236.0K +$18.2M
3 Energizer Holdings ENR	New	0 → 688.7K +$17.1M
4 Six Flags Entertainment FUN	New	0 → 649.4K +$14.8M
5 Aebi Schmidt Holding AG Common Stock AEBI	New	0 → 1.2M +$14.5M

Decreased Positions

Position	Shares Δ	Change
1 Bristow Group VTOL	Sold	778.7K → 0 −$25.7M
2 Diebold Nixdorf DBD	Sold	318.9K → 0 −$17.7M
3 TELUS International (Cda) Inc. TIXT	Sold	4.2M → 0 −$15.4M
4 Rogers Corporation ROG	Sold	198.9K → 0 −$13.6M
5 Mativ Holdings MATV	Sold	1.8M → 0 −$12.6M