Ardsley Advisory Partners’s Modine Manufacturing MOD Stock Holding History

Ardsley Advisory Partners’s Portfolio MOD Stock Details MOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12M	Sell	45,000 -46,100	-51%	-$12.2M	1.25%	21
2026 Q1	$19.7M	Buy	91,100 +87,500	+2,431%	+$16.5M	2.52%	8
2025 Q4	$481K	Buy	+3,600	New	+$536K	0.05%	135
2024 Q2	–	Sell	-16,000	Closed	-$1.52M	–	165
2024 Q1	$1.52M	Sell	16,000 -4,500	-22%	-$348K	0.22%	80
2023 Q4	$1.22M	Buy	20,500 +4,250	+26%	+$208K	0.19%	91
2023 Q3	$743K	Sell	16,250 -5,750	-26%	-$241K	0.17%	93
2023 Q2	$726K	Buy	+22,000	New	+$549K	0.12%	97

Other funds holding MOD

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ardsley Advisory Partners's MOD Position: Q2 2026 in Review

Ardsley Advisory Partners reduced its Modine Manufacturing (MOD) stake by 51% in Q2 2026, selling an estimated $12.2M and leaving 45,000 shares worth $12M. The position accounts for 1.25% of the portfolio, ranked #21.

Ardsley Advisory Partners first reported a position in MOD in Q2 2023 and has held it in 7 quarters since. The position peaked at $19.7M in Q1 2026. 89 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

Ardsley Advisory Partners held 45,000 shares of Modine Manufacturing worth $12M as of Q2 2026.
Ardsley Advisory Partners sold 46,100 Modine Manufacturing shares in Q2 2026, an estimated $12.2M.
Modine Manufacturing made up 1.25% of Ardsley Advisory Partners's portfolio in Q2 2026, its #21 holding.
Ardsley Advisory Partners first reported a position in Modine Manufacturing in Q2 2023 and has held it in 7 quarters since.
Ardsley Advisory Partners's Modine Manufacturing position peaked at $19.7M in Q1 2026.
89 funds tracked by Wall St. Rank held Modine Manufacturing as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.