Medina Singh Partners as of June 30, 2022
Portfolio Holdings for Medina Singh Partners
Medina Singh Partners holds 19 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Orion Engineered Carbons (OEC) | 12.3 | $15M | 931k | 15.53 | |
| Constellium Se Cl A Shs (CSTM) | 9.8 | $11M | 866k | 13.21 | |
| H&E Equipment Services (HEES) | 9.5 | $11M | 385k | 28.97 | |
| Tecnoglass Ord Shs (TGLS) | 8.9 | $10M | 594k | 17.55 | |
| Greenbrier Companies (GBX) | 8.5 | $10M | 277k | 35.99 | |
| Warrior Met Coal (HCC) | 7.5 | $8.8M | 287k | 30.61 | |
| Ecovyst (ECVT) | 7.0 | $8.2M | 838k | 9.85 | |
| Dxp Enterprises Com New (DXPE) | 6.1 | $7.1M | 231k | 30.63 | |
| Cannae Holdings (CNNE) | 5.9 | $7.0M | 360k | 19.34 | |
| American Woodmark Corporation (AMWD) | 5.0 | $5.8M | 129k | 45.01 | |
| Northwest Pipe Company (NWPX) | 4.7 | $5.5M | 183k | 29.94 | |
| American Axle & Manufact. Holdings (AXL) | 4.4 | $5.1M | 679k | 7.53 | |
| Trinseo SHS (TSE) | 4.1 | $4.9M | 126k | 38.46 | |
| Gms (GMS) | 1.4 | $1.7M | 38k | 44.49 | |
| Topbuild (BLD) | 1.4 | $1.6M | 9.6k | 167.19 | |
| Masonite International (DOOR) | 1.3 | $1.6M | 20k | 76.84 | |
| Vivint Smart Home Com Cl A | 1.1 | $1.3M | 374k | 3.48 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.9 | $1.0M | 36k | 29.57 | |
| Cazoo Group | 0.1 | $120k | 166k | 0.72 |
