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Blue Whale Capital’s Modine Manufacturing MOD Stock Holding History

Blue Whale Capital’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 		$124M Buy
+463,437
New +$122M 3.93% 9

Other funds holding MOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Blue Whale Capital's MOD Position: Q2 2026 in Review

Blue Whale Capital opened a new position in Modine Manufacturing (MOD) in Q2 2026: 463,437 shares worth $124M. The stake represents 3.93% of the portfolio and ranks #9 among its holdings.

635 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

  • Blue Whale Capital held 463,437 shares of Modine Manufacturing worth $124M as of Q2 2026.
  • Modine Manufacturing was a new Blue Whale Capital position in Q2 2026.
  • Modine Manufacturing made up 3.93% of Blue Whale Capital's portfolio in Q2 2026, its #9 holding.
  • 635 funds tracked by Wall St. Rank held Modine Manufacturing as of Q2 2026.

Based on Blue Whale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.