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Modine Manufacturing Company

MOD Consumer Discretionary
$178.87 $-3.31 (-1.82%)
Market Cap: $9.5 B
Gurus Holding
8
Popularity Rank
#878
% of Shares Held
1.29%
Net Activity (Q2 2026)
-$84.94 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 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

$130.83 M
$25.32 M
$15.63 M
$5.5 M
$2.75 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$10.48 M
Total Buy Value
New Buys 1
Additions 2
-$95.42 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
3

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.17% Reduce -11.1% 489,969 $130.83 M Q2 2026
0.20% Reduce -2.0% 94,815 $25.32 M Q2 2026
0.06% Add 128.2% 58,526 $15.63 M Q2 2026
0.00% Add 13.0% 20,601 $5.5 M Q2 2026
0.01% Reduce -2.3% 10,281 $2.75 M Q2 2026
0.00% Reduce -68.2% 8,042 $2.15 M Q2 2026
0.01% New Buy 4,006 $1.07 M Q2 2026
0.00% Reduce -3.6% 1,330 $355,137 Q2 2026
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