Medina Value Partners’s Tenaris TS Stock Holding History

Medina Value Partners’s Portfolio TS Stock Details TS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.44M	Sell	134,108 -119,254	-47%	-$7.24M	1.46%	25
2026 Q1	$14.7M	Sell	253,362 -308,133	-55%	-$15.2M	3.09%	14
2025 Q4	$21.6M	Buy	561,495 +541	+0.1%	+$20.9K	5.04%	8
2025 Q3	$20.1M	Buy	560,954 +4,902	+0.9%	+$178K	4.69%	10
2025 Q2	$20.8M	Buy	556,052 +38,259	+7%	+$1.31M	5.69%	8
2025 Q1	$20.3M	Sell	517,793 -48,220	-9%	-$1.85M	5.79%	7
2024 Q4	$21.4M	Buy	566,013 +145,945	+35%	+$5.18M	8.77%	3
2024 Q3	$13.4M	Buy	+420,068	New	+$12.5M	5.01%	8

Other funds holding TS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIM

Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Medina Value Partners's TS Position: Q2 2026 in Review

Medina Value Partners reduced its Tenaris (TS) stake by 47% in Q2 2026, selling an estimated $7.24M and leaving 134,108 shares worth $7.44M. The position accounts for 1.46% of the portfolio, ranked #25.

Medina Value Partners first reported a position in TS in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.6M in Q4 2025. 282 funds tracked by Wall St. Rank hold TS as of Q2 2026.

Medina Value Partners held 134,108 shares of Tenaris worth $7.44M as of Q2 2026.
Medina Value Partners sold 119,254 Tenaris shares in Q2 2026, an estimated $7.24M.
Tenaris made up 1.46% of Medina Value Partners's portfolio in Q2 2026, its #25 holding.
Medina Value Partners first reported a position in Tenaris in Q3 2024 and has held it in 8 quarters since.
Medina Value Partners's Tenaris position peaked at $21.6M in Q4 2025.
282 funds tracked by Wall St. Rank held Tenaris as of Q2 2026.

Based on Medina Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.