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Modine Manufacturing Company

MOD Consumer Discretionary
$197.95 +$9.41 (4.99%)
Market Cap: $10.44 B
Gurus Holding
6
Popularity Rank
#1525
% of Shares Held
2.07%
Net Activity (Q4 2025)
-$27.47 M

Guru Ownership Trend

Guru Analysis for Modine Manufacturing Company (MOD)

Modine Manufacturing Company (MOD), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $215.99 M.

Top institutional holders include Mario Gabelli and Chuck Royce.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $27.47 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Chuck Royce reduced exposure by 33.0%.

Key Holders

Top 5 by Value

$110.92 M
$25.79 M
$3.35 M
$1.57 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$6.47 M
Total Buy Value
New Buys 2
Additions 1
-$33.94 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Modine Manufacturing Company (MOD)

Major holders include Mario Gabelli ($110.92 M), Chuck Royce ($25.79 M), Steven Cohen ($3.35 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.09 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $27.47 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited MOD. The total reported sell value was $33.94 M.

Yes, 2 managers opened new positions in MOD, and 1 increased their existing holdings. The total reported buy value was $6.47 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.07% Reduce -16.0% 830,779 $110.92 M Q4 2025
0.26% Reduce -33.0% 193,147 $25.79 M Q4 2025
0.00% New Buy 25,127 $3.35 M Q4 2025
0.04% New Buy 21,859 $2.92 M Q4 2025
0.01% Reduce -0.1% 11,754 $1.57 M Q4 2025
0.00% Add 21.0% 8,470 $1.13 M Q4 2025
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