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Panoramic Capital’s Modine Manufacturing MOD Stock Holding History

Panoramic 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 		$3.44M Sell
12,866
-13,374
-51% -$3.53M 1.48% 21
2026
Q1 		$5.69M Sell
26,240
-25,000
-49% -$4.71M 3.99% 8
2025
Q4 		$6.84M Sell
51,240
-13,876
-21% -$2.07M 3.67% 9
2025
Q3 		$9.26M Buy
65,116
+26,547
+69% +$3.38M 4.16% 7
2025
Q2 		$3.8M Buy
38,569
+13,430
+53% +$1.2M 2.87% 12
2025
Q1 		$1.93M Sell
25,139
-18,483
-42% -$1.82M 2.23% 18
2024
Q4 		$5.06M Buy
+43,622
New +$5.61M 2.69% 12

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

Panoramic Capital's MOD Position: Q2 2026 in Review

Panoramic Capital reduced its Modine Manufacturing (MOD) stake by 51% in Q2 2026, selling an estimated $3.53M and leaving 12,866 shares worth $3.44M. The position accounts for 1.48% of the portfolio, ranked #21.

Panoramic Capital first reported a position in MOD in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.26M in Q3 2025. 635 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

  • Panoramic Capital held 12,866 shares of Modine Manufacturing worth $3.44M as of Q2 2026.
  • Panoramic Capital sold 13,374 Modine Manufacturing shares in Q2 2026, an estimated $3.53M.
  • Modine Manufacturing made up 1.48% of Panoramic Capital's portfolio in Q2 2026, its #21 holding.
  • Panoramic Capital first reported a position in Modine Manufacturing in Q4 2024 and has held it in 7 quarters since.
  • Panoramic Capital's Modine Manufacturing position peaked at $9.26M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Modine Manufacturing as of Q2 2026.

Based on Panoramic Capital's 13F filing for Q2 2026, filed 14 Aug 2026.