IECM
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Intrinsic Edge Capital Management’s Modine Manufacturing MOD Stock Holding History

Intrinsic Edge Capital Management’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
Q1 		$8.67M Sell
40,000
-10,000
-20% -$1.88M 1.44% 23
2025
Q4 		$6.68M Buy
+50,000
New +$7.45M 1.19% 39
2024
Q1 		– Sell
-10,000
Closed -$597K – 174
2023
Q4 		$597K Buy
+10,000
New +$489K 0.06% 102

Other funds holding MOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Intrinsic Edge Capital Management's MOD Position: Q1 2026 in Review

Intrinsic Edge Capital Management reduced its Modine Manufacturing (MOD) stake by 20% in Q1 2026, selling an estimated $1.88M and leaving 40,000 shares worth $8.67M. The position accounts for 1.44% of the portfolio, ranked #23.

Intrinsic Edge Capital Management first reported a position in MOD in Q4 2023 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold MOD as of Q1 2026.

  • Intrinsic Edge Capital Management held 40,000 shares of Modine Manufacturing worth $8.67M as of Q1 2026.
  • Intrinsic Edge Capital Management sold 10,000 Modine Manufacturing shares in Q1 2026, an estimated $1.88M.
  • Modine Manufacturing made up 1.44% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #23 holding.
  • Intrinsic Edge Capital Management first reported a position in Modine Manufacturing in Q4 2023 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held Modine Manufacturing as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.