Situational Awareness’s Modine Manufacturing MOD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-716,824
Closed -$55M 9
2025
Q1
$55M Buy
716,824
+650,457
+980% +$49.9M 5.47% 4
2024
Q4
$7.69M Buy
+66,367
New +$7.69M 3.02% 6