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 $240.47 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 | Report Date |
|---|---|---|---|---|---|
| 1.36% | Reduce -16.4% | 988,449 | $140.52 M | Q3 2025 | |
| 0.41% | Add 6.5% | 288,102 | $40.96 M | Q3 2025 | |
| 0.01% | Reduce -5.4% | 11,767 | $1.67 M | Q3 2025 | |
| 0.00% | Add 16.0% | 7,003 | $995,547 | Q3 2025 | |
| 0.00% | Reduce -62.3% | 1,480 | $210,397 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Modine Manufacturing Company (MOD)
Major holders include Mario Gabelli ($140.52 M), Chuck Royce ($40.96 M), Joel Greenblatt ($1.67 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.3 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $25.3 M, with 2 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited MOD. The total reported sell value was $27.92 M.
Yes, 0 managers opened new positions in MOD, and 2 increased their existing holdings. The total reported buy value was $2.62 M.