Scopus Asset Management’s Modine Manufacturing MOD Stock Holding History

Scopus Asset 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 Q2	–	Sell	-30,000	Closed	-$6.5M	–	305
2026 Q1	$6.5M	Sell	30,000 -80,000	-73%	-$15.1M	0.11%	202
2025 Q4	$14.7M	Buy	110,000 +20,000	+22%	+$2.98M	0.24%	140
2025 Q3	$12.8M	Sell	90,000 -18,300	-17%	-$2.33M	0.17%	170
2025 Q2	$10.7M	Sell	108,300 -81,700	-43%	-$7.29M	0.18%	154
2025 Q1	$14.6M	Sell	190,000 -90,000	-32%	-$8.87M	0.29%	105
2024 Q4	$32.5M	Buy	280,000 +180,000	+180%	+$23.2M	0.77%	42
2024 Q3	$13.3M	Sell	100,000 -170,000	-63%	-$18.8M	0.24%	124
2024 Q2	$27.1M	Buy	270,000 +14,700	+6%	+$1.41M	0.54%	57
2024 Q1	$24.3M	Buy	+255,300	New	+$19.7M	0.5%	67

Other funds holding MOD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Scopus Asset Management's MOD Position: Q2 2026 in Review

Scopus Asset Management opened a new position in Modine Manufacturing (MOD) in Q2 2026: 15,713 shares worth $4.2M. The stake represents 0.06% of the portfolio and ranks #244 among its holdings. This is a return to the name: Scopus Asset Management previously reported a position in MOD as recently as Q4 2025.

Scopus Asset Management first reported a position in MOD in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.5M in Q3 2025. 636 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

Scopus Asset Management held 15,713 shares of Modine Manufacturing worth $4.2M as of Q2 2026.
Modine Manufacturing was a new Scopus Asset Management position in Q2 2026.
Modine Manufacturing made up 0.06% of Scopus Asset Management's portfolio in Q2 2026, its #244 holding.
Scopus Asset Management first reported a position in Modine Manufacturing in Q1 2024 and has held it in 9 quarters since.
Scopus Asset Management's Modine Manufacturing position peaked at $16.5M in Q3 2025.
636 funds tracked by Wall St. Rank held Modine Manufacturing as of Q2 2026.

Based on Scopus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.