L3VLUP
ProSign in

MOD in the 13F filings

Modine MFG Co · CUSIP 607828100

Sector · Consumer discretionary
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
15 Dec 2025
latest of these filings; the earliest 29 Oct 2025
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 8 listed it in both
Shares listed
10,577,208
combined, among listed positions
Reported value
$1.5bn
combined, at the quarter end

Among the 95 comparable managers: 6 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing MOD in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Wellington Management Group LLP2,748,788$391m0.07%Trimmed-577,37414 Nov 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc1,773,043$252munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Capital Research Global Investors1,298,607$185munder 0.1%Newnew13 Nov 2025 (the filing on sec.gov)
Artisan Partners LP1,131,110$161m0.23%Added+189,33112 Nov 2025 (the filing on sec.gov)
Capital World Investors995,369$142munder 0.1%Held013 Nov 2025 (the filing on sec.gov)
GAMCO Investors Inc988,449$141m1.36%Trimmed-193,30712 Nov 2025 (the filing on sec.gov)
AllianceBernstein LP892,016$127munder 0.1%Trimmed-28,84114 Nov 2025 (the filing on sec.gov)
MFS Investment Management331,913$47munder 0.1%Addedn.a.29 Oct 2025 (the filing on sec.gov)
Marshall Wace LLP255,849$36munder 0.1%Trimmed-185,51113 Nov 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP101,581$14munder 0.1%Trimmed-71,83615 Dec 2025 (the filing on sec.gov)
Polen Capital Management LLC32,523$4.6munder 0.1%Added+13,15712 Nov 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP27,960$4.0munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
10 in Q3 2024 to 17 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MOD by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$22mn.a.n.a.
Q3 20131$28mn.a.n.a.
Q4 20131$24mn.a.n.a.
Q1 20141$28mn.a.n.a.
Q2 20141$30mn.a.n.a.
Q3 20141$23mn.a.n.a.
Q4 20141$26mn.a.n.a.
Q1 20151$26mn.a.n.a.
Q2 20151$19mn.a.n.a.
Q3 20151$14mn.a.n.a.
Q4 20151$16mn.a.n.a.
Q1 20161$19mn.a.n.a.
Q2 20161$15mn.a.n.a.
Q3 20161$20mn.a.n.a.
Q4 20161$25mn.a.n.a.
Q1 20171$22mn.a.n.a.
Q2 20171$29mn.a.n.a.
Q3 20171$33mn.a.n.a.
Q4 20171$31mn.a.n.a.
Q1 20182$32mn.a.n.a.
Q2 20181$26mn.a.n.a.
Q3 20182$24mn.a.n.a.
Q4 20182$17mn.a.n.a.
Q1 20192$22mn.a.n.a.
Q2 20193$24mn.a.n.a.
Q3 20192$17mn.a.n.a.
Q4 20191$11mn.a.n.a.
Q1 20201$4.7mn.a.n.a.
Q2 20202$7.7mn.a.n.a.
Q3 20201$14mn.a.n.a.
Q4 20203$42mn.a.n.a.
Q1 20214$47mn.a.n.a.
Q2 20214$51mn.a.n.a.
Q3 20212$35mn.a.n.a.
Q4 20212$32mn.a.n.a.
Q1 20222$30mn.a.n.a.
Q2 20222$36mn.a.n.a.
Q3 20222$45mn.a.n.a.
Q4 20223$78mn.a.n.a.
Q1 20232$71mn.a.n.a.
Q2 20233$113mn.a.n.a.
Q3 20234$154mn.a.n.a.
Q4 20235$161m32
Q1 20245$277m13
Q2 20248$492m62
Q3 202410$1.3bn54
Q4 20249$455m55
Q1 20257$505m43
Q2 202510$794m72
Q3 202512$1.5bn66
Q4 202512$1.5bn1418
Q1 202616$2.0bn1917
Q2 202617$2.3bn2413

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MOD and AMZN →MOD and TSLA →MOD and HD →Choose a stock to compare with MOD →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MOD, latest filings →Back to the 13F Explorer →