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Lisanti Capital Growth’s Modine Manufacturing MOD Stock Holding History

Lisanti Capital Growth’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 		$6.4M Sell
23,975
-13,290
-36% -$3.5M 1.41% 23
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

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

Lisanti Capital Growth's MOD Position: Q2 2026 in Review

Lisanti Capital Growth reduced its Modine Manufacturing (MOD) stake by 36% in Q2 2026, selling an estimated $3.5M and leaving 23,975 shares worth $6.4M. The position accounts for 1.41% of the portfolio, ranked #23.

Lisanti Capital Growth first reported a position in MOD in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q1 2024. 635 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

  • Lisanti Capital Growth held 23,975 shares of Modine Manufacturing worth $6.4M as of Q2 2026.
  • Lisanti Capital Growth sold 13,290 Modine Manufacturing shares in Q2 2026, an estimated $3.5M.
  • Modine Manufacturing made up 1.41% of Lisanti Capital Growth's portfolio in Q2 2026, its #23 holding.
  • Lisanti Capital Growth first reported a position in Modine Manufacturing in Q3 2023 and has held it in 11 quarters since.
  • Lisanti Capital Growth's Modine Manufacturing position peaked at $12.4M in Q1 2024.
  • 635 funds tracked by Wall St. Rank held Modine Manufacturing as of Q2 2026.

Based on Lisanti Capital Growth's 13F filing for Q2 2026, filed 10 Aug 2026.