SIR Capital Management’s Modine Manufacturing MOD Stock Holding History

SIR Capital 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	$10.5M	Buy	39,144 +9,736	+33%	+$2.57M	1.2%	29
2026 Q1	$6.37M	Sell	29,408 -35,980	-55%	-$6.77M	0.6%	49
2025 Q4	$8.73M	Buy	65,388 +38,588	+144%	+$5.75M	0.97%	36
2025 Q3	$3.81M	Sell	26,800 -14,500	-35%	-$1.84M	0.34%	55
2025 Q2	$4.07M	Buy	+41,300	New	+$3.69M	0.36%	60

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

SIR Capital Management's MOD Position: Q2 2026 in Review

SIR Capital Management increased its Modine Manufacturing (MOD) stake by 33% in Q2 2026, buying an estimated $2.57M and bringing the position to 39,144 shares worth $10.5M. The position accounts for 1.2% of the portfolio, ranked #29.

SIR Capital Management first reported a position in MOD in Q2 2025 and has held it in 5 quarters since. 635 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

SIR Capital Management held 39,144 shares of Modine Manufacturing worth $10.5M as of Q2 2026.
SIR Capital Management bought 9,736 Modine Manufacturing shares in Q2 2026, an estimated $2.57M.
Modine Manufacturing made up 1.2% of SIR Capital Management's portfolio in Q2 2026, its #29 holding.
SIR Capital Management first reported a position in Modine Manufacturing in Q2 2025 and has held it in 5 quarters since.
635 funds tracked by Wall St. Rank held Modine Manufacturing as of Q2 2026.

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