Modine Manufacturing Co (MOD) 13F Ownership Report (Q2 2026)

MOD ranks #870 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MOD is a top-conviction position for Paradigm Capital Management Inc/ny — at 10.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MOD belongs to BlackRock, Inc., but the position matters far more to Paradigm Capital Management Inc/ny, who has 10.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Jane Street Group, LLC has added to its MOD position for two straight quarters, increasing it by $347.5M to reach $358.7M today.

Aventail Capital Group, LP has trimmed its MOD position for two straight quarters, cutting it by $39.8M while still holding $13.9M.

MOD is down 4.7% today, but institutions show net buying of $3.3B this quarter — a divergence between today's price move and the underlying institutional flow.

MOD posted net income of $144.2M over the trailing twelve months, and currently trades at a P/E of 66.3.

• Profitable — net income of $144.2M over the trailing twelve months
• Revenue grew 29.5% year over year
• Net income declined year over year, from $187.9M to $144.2M
• Generated $248.7M in positive operating cash flow
• Current ratio of 1.94x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.23x equity — within a conventional range