DOSSIER · 13F-HR · Q1 2026
Medina Value Partners, LLC
Medina Value's family office based in Stamford, CT — $477M in tracked AUM across 30 positions as of Q1 2026.
MV
Medina Value·Stamford, CT·Family Office
CIK 0001843543 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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