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Modine Manufacturing Company

MOD Consumer Discretionary
$274.5 +$2.99 (1.10%)
Market Cap: $14.5 B
Gurus Holding
8
Popularity Rank
#748
% of Shares Held
2.03%
Net Activity (Q1 2026)
-$2.79 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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $293.68 M.

Top institutional holders include Mario Gabelli and Steven Cohen.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.79 M net outflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Chuck Royce reduced exposure by 49.9%.

Key Holders

Top 5 by Value

$119.49 M
$73.83 M
$20.97 M
$5.56 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$81.82 M
Total Buy Value
New Buys 3
Additions 2
-$84.62 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Modine Manufacturing Company (MOD)

Major holders include Mario Gabelli ($119.49 M), Steven Cohen ($73.83 M), Chuck Royce ($20.97 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.07 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.79 M, with 5 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 $84.62 M.

Yes, 3 managers opened new positions in MOD, and 2 increased their existing holdings. The total reported buy value was $81.82 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.18% Reduce -33.6% 551,403 $119.49 M Q1 2026
0.09% Add 1255.8% 340,664 $73.83 M Q1 2026
0.21% Reduce -49.9% 96,765 $20.97 M Q1 2026
0.02% New Buy 25,646 $5.56 M Q1 2026
0.01% New Buy 25,248 $5.47 M Q1 2026
0.00% Add 115.3% 18,235 $3.95 M Q1 2026
0.01% Reduce -10.5% 10,520 $2.28 M Q1 2026
0.00% New Buy 1,380 $299,060 Q1 2026
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