Lisanti Capital Growth’s Modine Manufacturing MOD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.08M	Buy	+37,265	New	+$7.01M	2.04%	4
2025 Q4	–	Sell	-58,035	Closed	-$8.25M	–	132
2025 Q3	$8.25M	Sell	58,035 -7,235	-11%	-$921K	2.02%	4
2025 Q2	$6.43M	Buy	65,270 +54,570	+510%	+$4.87M	1.78%	9
2025 Q1	$821K	Sell	10,700 -40,125	-79%	-$3.95M	0.24%	99
2024 Q4	$5.89M	Buy	50,825 +185	+0.4%	+$23.8K	1.42%	21
2024 Q3	$6.72M	Buy	50,640 +4,325	+9%	+$478K	1.7%	12
2024 Q2	$4.64M	Sell	46,315 -84,425	-65%	-$8.11M	1.12%	35
2024 Q1	$12.4M	Sell	130,740 -21,300	-14%	-$1.65M	3.03%	1
2023 Q4	$9.08M	Buy	152,040 +72,795	+92%	+$3.56M	2.14%	1
2023 Q3	$3.63M	Buy	+79,245	New	+$3.32M	0.57%	74