FMX β€” FOMENTO ECONOMICO MEXICANO S

Ownership history in Medina Value Partners, LLC  Β·  5 quarters on record

AI Ownership Summary

Medina Value Partners, LLC reported FOMENTO ECONOMICO MEXICANO S (FMX) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 4.96% in 2025 Q1. The latest visible filing shows FMX at 2.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Medina Value Partners, LLC's position in FOMENTO ECONOMICO MEXICANO S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FMX was reported at 2.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.96% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Medina Value Partners, LLC held FMX β€” position size vs. price
% of Fund (quarterly)    FMX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 88,033 β€” 0% 2.03% $8.7M 2025-11-13 $94.01
2025 Q2 REDUCED 88,033 -89,793 -50.5% 2.48% $9.1M 2025-08-14 $84.55
2025 Q1 ADDED 177,826 +144,053 +426.5% 4.96% $17.4M 2025-05-14 $100.51
2024 Q4 REDUCED 33,773 -47,726 -58.6% 1.18% $2.9M 2025-02-13 $86.43
2024 Q3 INITIATED 81,499 β€” β€” 3.02% $8.0M 2024-11-14 $86.87

FAQ About Medina Value Partners, LLC and FMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Medina Value Partners, LLC reported owning FMX?

Medina Value Partners, LLC reported FMX across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported FMX position in Medina Value Partners, LLC's portfolio?

The largest reported portfolio weight for FMX was 4.96% in 2025 Q1.

What is the latest reported FMX position on this page?

The most recent filing on this page is 2025 Q3, when Medina Value Partners, LLC reported 88,033 shares, equal to 2.03% of portfolio, with an estimated market value of $8.7M.

What does the chart on this FMX ownership page compare?

The chart compares Medina Value Partners, LLC's quarterly FMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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