RP
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Reinhart Partners’s Modine Manufacturing MOD Stock Holding History

Reinhart Partners’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 		$148M Sell
555,686
-45,514
-8% -$12M 3.39% 8
2026
Q1 		$130M Sell
601,200
-60,994
-9% -$11.5M 3.75% 4
2025
Q4 		$88.4M Sell
662,194
-228,508
-26% -$34M 2.65% 19
2025
Q3 		$127M Sell
890,702
-200,859
-18% -$25.6M 4.12% 4
2025
Q2 		$108M Buy
1,091,561
+215,727
+25% +$19.3M 3.67% 5
2025
Q1 		$67.2M Buy
875,834
+571,026
+187% +$56.3M 2.45% 19
2024
Q4 		$35.3M Sell
304,808
-864
-0.3% -$111K 1.36% 29
2024
Q3 		$40.6M Sell
305,672
-134,687
-31% -$14.9M 1.54% 27
2024
Q2 		$44.1M Sell
440,359
-183,611
-29% -$17.6M 1.83% 21
2024
Q1 		$59.4M Sell
623,970
-64,951
-9% -$5.02M 2.42% 14
2023
Q4 		$41.1M Buy
+688,921
New +$33.7M 1.81% 21

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

Reinhart Partners's MOD Position: Q2 2026 in Review

Reinhart Partners reduced its Modine Manufacturing (MOD) stake by 7.6% in Q2 2026, selling an estimated $12M and leaving 555,686 shares worth $148M. The position accounts for 3.39% of the portfolio, ranked #8.

Reinhart Partners first reported a position in MOD in Q4 2023 and has held it in 11 quarters since. 635 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

  • Reinhart Partners held 555,686 shares of Modine Manufacturing worth $148M as of Q2 2026.
  • Reinhart Partners sold 45,514 Modine Manufacturing shares in Q2 2026, an estimated $12M.
  • Modine Manufacturing made up 3.39% of Reinhart Partners's portfolio in Q2 2026, its #8 holding.
  • Reinhart Partners first reported a position in Modine Manufacturing in Q4 2023 and has held it in 11 quarters since.
  • 635 funds tracked by Wall St. Rank held Modine Manufacturing as of Q2 2026.

Based on Reinhart Partners's 13F filing for Q2 2026, filed 8 Jul 2026.