Medina Value Partners, LLC: NATIONAL PRESTO INDS INC (NPK): Quarterly 13F Position History
As of Q1 2026, Medina Value Partners, LLC reported 138,696 shares of NATIONAL PRESTO INDS INC (NPK), worth $19.0M and representing 4.0% of its 13F equity book. Quarter-over-quarter share count change: 73,550 (-34.7%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 138,696Shares Held (Latest Filing)
- $19.0MReported Market Value (Latest Filing)
- 4.0%Portfolio Weight (% of 13F Equity Book)
- 73,550Quarter-over-Quarter Share Change
- -$3.6MQuarter-over-Quarter Value Change
- 212,246Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 138,696 | 73,550 | -34.7% | $19.0M | 4.0% | $137.1 |
| Q4 2025 | 212,246 | +3,360 | +1.6% | $22.7M | 5.3% | $106.8 |
| Q3 2025 | 208,886 | +7,841 | +3.9% | $23.4M | 5.5% | $112.2 |
| Q2 2025 | 201,045 | +28,587 | +16.6% | $19.7M | 5.4% | $98.0 |
| Q1 2025 | 172,458 | +70,496 | +69.1% | $15.2M | 4.3% | $87.9 |
| Q4 2024 | 101,962 | — | — | $10.0M | 4.1% | $98.4 |
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 NPK position in 13F-HR filings?
Medina Value Partners, LLC first reported NATIONAL PRESTO INDS INC (NPK) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Medina Value Partners, LLC's most recent quarter-over-quarter share-count change in NPK?
Between Q4 2025 and Q1 2026, Medina Value Partners, LLC reduced its NPK position by 73,550 shares (-34.7%), leaving 138,696 shares at a market value of $19.0M.
Does the implied price-per-share represent Medina Value Partners, LLC's cost basis in NPK?
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.