Medina Value Partners, LLC

Portfolio Overview

Medina Value Partners, LLC manages a concentrated portfolio valued at approximately $320.57 million as of the reporting period ended September 30, 2025. The fund experienced a significant decrease in assets under management (AUM) of 12.3%, down from $365.40 million in the previous quarter. This decline in portfolio value is likely attributable to a combination of market performance and substantial capital reallocation, evidenced by the high level of trading activity durin...