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TwinBeech Capital’s Modine Manufacturing MOD Stock Holding History

TwinBeech Capital’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 		$5.51M Buy
+20,649
New +$5.44M 1% 20
2026
Q1 		– Sell
-19,486
Closed -$2.6M – 735
2025
Q4 		$2.6M Buy
+19,486
New +$2.9M 0.18% 149
2025
Q2 		– Sell
-10,426
Closed -$800K – 872
2025
Q1 		$800K Buy
+10,426
New +$1.03M 0.01% 515

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

TwinBeech Capital's MOD Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Modine Manufacturing (MOD) in Q2 2026: 20,649 shares worth $5.51M. The stake represents 1% of the portfolio and ranks #20 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in MOD as recently as Q4 2025.

TwinBeech Capital first reported a position in MOD in Q1 2025 and has held it in 3 quarters since. 635 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

  • TwinBeech Capital held 20,649 shares of Modine Manufacturing worth $5.51M as of Q2 2026.
  • Modine Manufacturing was a new TwinBeech Capital position in Q2 2026.
  • Modine Manufacturing made up 1% of TwinBeech Capital's portfolio in Q2 2026, its #20 holding.
  • TwinBeech Capital first reported a position in Modine Manufacturing in Q1 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 TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.