Y-Intercept (HK)’s Modine Manufacturing MOD Stock Holding History

Y-Intercept (HK)’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	$8.15M	Buy	+30,517	New	+$8.04M	0.16%	136
2025 Q4	–	Sell	-16,861	Closed	-$2.4M	–	1841
2025 Q3	$2.4M	Buy	16,861 +13,424	+391%	+$1.71M	0.06%	506
2025 Q2	$339K	Sell	3,437 -13,397	-80%	-$1.2M	0.01%	1326
2025 Q1	$1.29M	Buy	+16,834	New	+$1.66M	0.09%	319
2024 Q1	–	Sell	-17,357	Closed	-$1.04M	–	1614
2023 Q4	$1.04M	Buy	+17,357	New	+$849K	0.1%	308

Other funds holding MOD

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Y-Intercept (HK)'s MOD Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Modine Manufacturing (MOD) in Q2 2026: 30,517 shares worth $8.15M. The stake represents 0.16% of the portfolio and ranks #136 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in MOD as recently as Q3 2025.

Y-Intercept (HK) first reported a position in MOD in Q4 2023 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold MOD as of Q2 2026.

Y-Intercept (HK) held 30,517 shares of Modine Manufacturing worth $8.15M as of Q2 2026.
Modine Manufacturing was a new Y-Intercept (HK) position in Q2 2026.
Modine Manufacturing made up 0.16% of Y-Intercept (HK)'s portfolio in Q2 2026, its #136 holding.
Y-Intercept (HK) first reported a position in Modine Manufacturing in Q4 2023 and has held it in 5 quarters since.
138 funds tracked by Wall St. Rank held Modine Manufacturing as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.