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Livermore
Livermore
ZHEN

Medina Singh Partners, LLC

SEC CIK
0001843543
Latest filing
Aug 14, 2026

The latest 13F from Medina Singh Partners, LLC covers Q2 2026 (filed Aug 14, 2026): 28 long positions worth $510.4M. The top 10 holdings make up 54.8% of the portfolio, and the largest is Kennametal Inc (KMT) at 8.4%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
10
Est. +$139.4M
Added
14
Est. +$67.6M
Reduced
4
Est. −$23.6M
Sold out
12
Est. −$176.1M

Top 5 holdings

Share of this quarter's portfolio value

  1. KMTKennametal Inc
    8.4%$43.0MHistory
  2. GEFGreif, Inc
    6.1%$30.9MHistory
  3. MSMMSC Industrial Direct Co Inc
    6.0%$30.8MHistory
  4. APTVAptiv PLC
    5.4%$27.7MHistory
  5. MGRCMcGrath Rentcorp
    5.0%$25.5MHistory

Share of portfolio

Top 5 holdings and the other 23 positions, by share of portfolio value

  1. KMT8.4%
  2. GEF6.1%
  3. MSM6.0%
  4. APTV5.4%
  5. MGRC5.0%
  6. Other 23 positions69.1%

Biggest buys

New and added positions, by estimated amount bought

  1. MIDDMIDDLEBY Corp
    +$24.1MNewHistory
  2. ESABESAB Corp
    +$22.2MNewHistory
  3. MGRCMcGrath Rentcorp
    +$22.1MAddedHistory
  4. DBDDiebold Nixdorf, Inc
    +$19.2MNewHistory
  5. DOLEDole plc
    +$14.9MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MIDDMIDDLEBY Corp
    +4.72 pp0.0% → 4.7%History
  2. ESABESAB Corp
    +4.36 pp0.0% → 4.4%History
  3. MGRCMcGrath Rentcorp
    +4.35 pp0.6% → 5.0%History
  4. DBDDiebold Nixdorf, Inc
    +3.77 pp0.0% → 3.8%History
  5. DOLEDole plc
    +2.91 pp0.0% → 2.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. THRThermon Group Holdings, Inc.
    −$48.7MSold outHistory
  2. NSITInsight Enterprises Inc
    −$22.7MSold outHistory
  3. DNOWDNOW Inc.
    −$16.7MSold outHistory
  4. REZIResideo Technologies, Inc.
    −$13.4MSold outHistory
  5. GLOBGlobant S.A.
    −$13.2MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. THRThermon Group Holdings, Inc.
    −10.20 pp10.2% → 0.0%History
  2. NSITInsight Enterprises Inc
    −4.75 pp4.7% → 0.0%History
  3. DNOWDNOW Inc.
    −3.50 pp3.5% → 0.0%History
  4. REZIResideo Technologies, Inc.
    −2.81 pp2.8% → 0.0%History
  5. GLOBGlobant S.A.
    −2.76 pp2.8% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$510.4M
+$32.9M (+6.9%) vs. prior quarter
Positions
28
−2 vs. prior quarter
Top 10 concentration
54.8%
Top 10 as share of value
Turnover
40.4%
Q2 2026, one quarter
Average holding period
3.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $510.4M (Q2 2026)

Q4 2021: $140.4MQ1 2022: $155.9MQ2 2022: $117.1MQ3 2022: $95.2MQ4 2022: $129.6MQ1 2023: $117.3MQ2 2023: $117.3MQ3 2023: $154.7MQ4 2023: $162.3MQ1 2024: $204.1MQ2 2024: $199.7MQ3 2024: $266.6MQ4 2024: $243.9MQ1 2025: $349.7MQ2 2025: $365.4MQ3 2025: $428.0MQ4 2025: $428.0MQ1 2026: $477.5MQ2 2026: $510.4M
Q4 2021Q2 2026
13F filings of Medina Singh Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202628$510.4MKMTGEFMSMvs. Q1 2026SEC
Q1 2026May 14, 202630$477.5MTHRKMTMSMvs. Q4 2025SEC
Q4 2025Feb 13, 202624$428.0MTHRIOSPKMTvs. Q3 2025SEC
Q3 2025Nov 13, 202528$428.0MAPTVTHRNPKvs. Q2 2025SEC
Q2 2025Aug 14, 202522$365.4MTRSTHRECVTvs. Q1 2025SEC
Q1 2025May 14, 202520$349.7MDespegar Com CorpTRSTHRvs. Q4 2024SEC
Q4 2024Feb 13, 202515$243.9MDespegar Com CorpTRSTSvs. Q3 2024SEC
Q3 2024Nov 14, 202416$266.6MDespegar Com CorpATMUPHINvs. Q2 2024SEC
Q2 2024Aug 14, 202414$199.7MDespegar Com CorpPHINTRSvs. Q1 2024SEC
Q1 2024May 15, 202412$204.1MDespegar Com CorpPHINATMUvs. Q4 2023SEC
Q4 2023Feb 14, 202413$162.3MDespegar Com CorpMTUSDOLEvs. Q3 2023SEC
Q3 2023Nov 14, 202319$154.7MMTUSDespegar Com CorpDOLEvs. Q2 2023SEC
Q2 2023Aug 14, 202313$117.3MDOLEMTUSDespegar Com Corpvs. Q1 2023SEC
Q1 2023May 15, 202314$117.3MDOLEDespegar Com CorpDXPEvs. Q4 2022SEC
Q4 2022Feb 14, 202313$129.6MHEESTGLSPTVEvs. Q3 2022SEC
Q3 2022Nov 14, 202213$95.2MTGLSOECHEESvs. Q2 2022SEC
Q2 2022Aug 15, 202219$117.1MOECCSTMHEESvs. Q1 2022SEC
Q1 2022May 13, 202220$155.9MTGLSGBXHCCvs. Q4 2021SEC
Q4 2021Feb 14, 202218$140.4MTGLSAMWDGBX–SEC