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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $122.99 M.
Top institutional holders include Mario Gabelli and Chuck Royce.
Institutional sentiment is currently Bearish. This is evidenced by a $84.94 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 128.2%. Conversely, Paul Tudor Jones reduced exposure by 68.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Modine Manufacturing Company (MOD)
Major holders include Mario Gabelli ($130.83 M), Chuck Royce ($25.32 M), Ray Dalio ($15.63 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 687,570 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $84.94 M, with 3 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited MOD. The total reported sell value was $95.42 M.
Yes, 1 managers opened new positions in MOD, and 2 increased their existing holdings. The total reported buy value was $10.48 M.