Medina Value Partners, LLC: KENNAMETAL INC (KMT): Quarterly 13F Position History
As of Q1 2026, Medina Value Partners, LLC reported 1,116,265 shares of KENNAMETAL INC (KMT), worth $40.3M and representing 8.4% of its 13F equity book. Quarter-over-quarter share count change: + 147,971 (+15.3%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 1,116,265Shares Held (Latest Filing)
- $40.3MReported Market Value (Latest Filing)
- 8.4%Portfolio Weight (% of 13F Equity Book)
- +147,971Quarter-over-Quarter Share Change
- +$12.8MQuarter-over-Quarter Value Change
- 1,116,265Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,116,265 | +147,971 | +15.3% | $40.3M | 8.4% | $36.1 |
| Q4 2025 | 968,294 | +407,487 | +72.7% | $27.5M | 6.4% | $28.4 |
| Q3 2025 | 560,807 | +187,786 | +50.3% | $11.7M | 2.7% | $20.9 |
| Q2 2025 | 373,021 | — | — | $8.6M | 2.3% | $23.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Medina Value Partners, LLC first disclose a KMT position in 13F-HR filings?
Medina Value Partners, LLC first reported KENNAMETAL INC (KMT) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Medina Value Partners, LLC's most recent quarter-over-quarter share-count change in KMT?
Between Q4 2025 and Q1 2026, Medina Value Partners, LLC added 147,971 shares of KMT (+15.3%), bringing the total reported position to 1,116,265 shares at a market value of $40.3M.
Does the implied price-per-share represent Medina Value Partners, LLC's cost basis in KMT?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.