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Modine Manufacturing Company

MOD Consumer Discretionary
$142.27 +$2.39 (1.71%)
Market Cap: $7.49 B
Gurus Holding
5
Popularity Rank
#1748
% of Shares Held
2.46%
Net Activity (Q3 2025)
-$25.3 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 Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $184.5 M.

Top institutional holders include Mario Gabelli and Chuck Royce.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $25.3 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 16.0%. Conversely, Murray Stahl reduced exposure by 62.3%.

Portfolio Manager % Portfolio Activity Shares Value Period
Mario Gabelli Mario Gabelli
1.36% Reduce -16.4% 988,449 $140.52 M Q3 2025
Chuck Royce Chuck Royce
0.41% Add 6.5% 288,102 $40.96 M Q3 2025
Joel Greenblatt Joel Greenblatt
0.01% Reduce -5.4% 11,767 $1.67 M Q3 2025
Cliff Asness Cliff Asness
0.00% Add 16.0% 7,003 $995,547 Q3 2025
Murray Stahl Murray Stahl
0.00% Reduce -62.3% 1,480 $210,397 Q3 2025

Key Holders

Top 5 by Value

Mario Gabelli Mario Gabelli
$140.52 M
Chuck Royce Chuck Royce
$40.96 M
Joel Greenblatt Joel Greenblatt
$1.67 M
Cliff Asness Cliff Asness
$995,547
Murray Stahl Murray Stahl
$210,397

Top 5 by Conviction

Mario Gabelli Mario Gabelli
1.36%
Chuck Royce Chuck Royce
0.41%
Joel Greenblatt Joel Greenblatt
0.01%
Cliff Asness Cliff Asness
0.00%
Murray Stahl Murray Stahl
0.00%

Recent Activity Breakdown (Q3 2025)

+$2.62 M
Total Buy Value
New Buys 0
Additions 2
-$27.92 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Modine Manufacturing Company (MOD)

Top Guru holders include Mario Gabelli ($140.52 M), Chuck Royce ($40.96 M), Joel Greenblatt ($1.67 M). Collectively, tracked Gurus hold 1.3 M shares.

Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $25.3 M, with 2 Gurus buying and 3 Gurus selling.

In the recent quarter, 3 Gurus reduced their positions, and 0 Gurus sold out of MOD completely. Total sell value was $27.92 M.

Yes, 0 Gurus opened new positions in MOD, and 2 added to their existing holdings. Total buy value was $2.62 M.