Form 13-F position report

MRC GLOBAL INC

Reported by Medina Value Partners LLC

MRC CUSIP 55345K103 Manager CIK 0001843543

First reported at 1,119,134 shares this quarter.

New
% of reported 13F value 3.67% This manager · Q1 2025
Shares 1,119,134 Quarter-end amount reported
Reported value $12,847,658 Fair value at quarter end
Consecutive quarters held 1 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2025-03-31 12847658
2025-06-30 18945314
2025-09-30 20440047
2025-12-31 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

4 quarters
Quarterly reported position history for MRC GLOBAL INC held by Medina Value Partners LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q4 2025 Reduced 0 -1,417,479 (-100.0%) 0 $0 2026-02-13
Q3 2025 Added 1,417,479 +35,618 (2.6%) 4.78% $20,440,047 2025-11-13
Q2 2025 Added 1,381,861 +262,727 (23.5%) 5.18% $18,945,314 2025-08-14
Q1 2025 New 1,119,134 +1,119,134 (0.0%) 3.67% $12,847,658 2025-05-14

Who else reported the position

242 managers reported MRC GLOBAL INC for Q1 2025.

Managers reporting MRC GLOBAL INC in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 9,324,788 -65,226 < 0.01% $107,048,567 48 qtrs
BlackRock Inc Added 7,099,545 +99,698 < 0.01% $81,502,777 3 qtrs
FRONTIER CAPITAL MANAGEMENT CO LLC Reduced 5,672,155 -20,702 0.71% $65,116,335 48 qtrs
PZENA INVESTMENT MANAGEMENT LLC Reduced 5,350,419 -475,231 0.21% $61,422,810 17 qtrs
DIMENSIONAL FUND ADVISORS LP Added 4,129,238 +301,805 0.01% $47,403,910 48 qtrs
FULLER & THALER ASSET MANAGEMENT INC Reduced 3,968,562 -30,263 0.18% $45,559,087 45 qtrs
LORD ABBETT & CO LLC Added 3,498,499 +2,696,044 0.14% $40,163,000 2 qtrs
WELLINGTON MANAGEMENT GROUP LLP Added 3,105,144 +158,338 < 0.01% $35,647,053 15 qtrs
AMERICAN CENTURY COMPANIES INC Added 2,605,756 +324,110 0.02% $29,914,079 20 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 2,000,597 +64,485 < 0.01% $22,972,269 48 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
May 14, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
1,119,134
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.