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Telemark Asset Management’s Modine Manufacturing MOD Stock Holding History

Telemark 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 		$18.7M Sell
70,000
-10,000
-13% -$2.64M 1.35% 29
2026
Q1 		$17.3M Sell
80,000
-20,000
-20% -$3.76M 1.6% 22
2025
Q4 		$13.4M Buy
+100,000
New +$14.9M 1.33% 27

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

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

Telemark Asset Management reduced its Modine Manufacturing (MOD) stake by 13% in Q2 2026, selling an estimated $2.64M and leaving 70,000 shares worth $18.7M. The position accounts for 1.35% of the portfolio, ranked #29.

Telemark Asset Management first reported a position in MOD in Q4 2025 and has held it in 3 quarters since. 635 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

  • Telemark Asset Management held 70,000 shares of Modine Manufacturing worth $18.7M as of Q2 2026.
  • Telemark Asset Management sold 10,000 Modine Manufacturing shares in Q2 2026, an estimated $2.64M.
  • Modine Manufacturing made up 1.35% of Telemark Asset Management's portfolio in Q2 2026, its #29 holding.
  • Telemark Asset Management first reported a position in Modine Manufacturing in Q4 2025 and has held it in 3 quarters since.
  • 635 funds tracked by Wall St. Rank held Modine Manufacturing as of Q2 2026.

Based on Telemark Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.