Caldwell Sutter Capital’s Modine Manufacturing MOD Stock Holding History

Caldwell Sutter 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	$2.01M	Sell	7,539 -5,400	-42%	-$1.42M	0.76%	28
2026 Q1	$2.8M	Sell	12,939 -3,700	-22%	-$696K	1.14%	17
2025 Q4	$2.22M	Sell	16,639 -600	-3%	-$89.4K	0.94%	22
2025 Q3	$2.45M	Hold	17,239	–	–	1.05%	18
2025 Q2	$1.7M	Sell	17,239 -200	-1%	-$17.8K	0.78%	32
2025 Q1	$1.34M	Hold	17,439	–	–	0.64%	40
2024 Q4	$2.02M	Sell	17,439 -900	-5%	-$116K	0.94%	23
2024 Q3	$2.44M	Hold	18,339	–	–	1.13%	15
2024 Q2	$1.84M	Sell	18,339 -500	-3%	-$48K	0.91%	20
2024 Q1	$1.79M	Sell	18,839 -4,000	-18%	-$309K	0.86%	23
2023 Q4	$1.36M	Sell	22,839 -1,333	-6%	-$65.2K	0.69%	41
2023 Q3	$1.11M	Hold	24,172	–	–	0.61%	40
2023 Q2	$798K	Hold	24,172	–	–	0.42%	68
2023 Q1	$557K	Buy	24,172 +1,334	+6%	+$30.8K	0.41%	64
2022 Q4	$454K	Buy	+22,838	New	+$424K	0.4%	62

Other funds holding MOD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Caldwell Sutter Capital's MOD Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Modine Manufacturing (MOD) stake by 42% in Q2 2026, selling an estimated $1.42M and leaving 7,539 shares worth $2.01M. The position accounts for 0.76% of the portfolio, ranked #28.

Caldwell Sutter Capital first reported a position in MOD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.8M in Q1 2026. 635 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

Caldwell Sutter Capital held 7,539 shares of Modine Manufacturing worth $2.01M as of Q2 2026.
Caldwell Sutter Capital sold 5,400 Modine Manufacturing shares in Q2 2026, an estimated $1.42M.
Modine Manufacturing made up 0.76% of Caldwell Sutter Capital's portfolio in Q2 2026, its #28 holding.
Caldwell Sutter Capital first reported a position in Modine Manufacturing in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Modine Manufacturing position peaked at $2.8M in Q1 2026.
635 funds tracked by Wall St. Rank held Modine Manufacturing as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.