MODINE MFG CO

$MOD
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Smart money positioned

12 of the Top-200 alpha managers hold $MOD as of the latest 13F snapshot.

13F holders
554
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$MOD is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.28%, with an average of 0.15% of portfolio. Largest holder: Legend Financial Advisors, Inc. at 1.28%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Legend Financial Advisors, Inc.
1.28% ↑ +0.5pp
α +12.3pts
02
Platinum Investment Management Ltd.
0.20% NEW
α +25.6pts
03
Sharpepoint LLC
0.13% NEW
α +11.4pts
04
Caption Management, LLC
0.10% held
α +15.5pts
05
RiverPark Advisors, LLC
0.05% held
α +21.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 554 · Source: 13F-HR
01
Banyan Capital Management, Inc.
0.01% of portfolio
2,976,280 sh
02
Hillman Co.
12.07% of portfolio
2,751,196 sh
03
Poplar Forest Capital LLC
0.38% of portfolio
1,975,786 sh
04
Envestnet Asset Management Inc.
0.06% of portfolio
1,709,628 sh
05
Axa S.a.
0.01% of portfolio
1,486,139 sh
06
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
1,266,368 sh
07
State Street
0.01% of portfolio
1,237,207 sh
08
FourWorld Capital Management LLC
5.28% of portfolio
1,163,000 sh
09
Nucleo Capital Ltda.
4.89% of portfolio
1,121,756 sh
10
California State Teachers Retirement System
0.79% of portfolio
1,081,680 sh
See all 554 13F holders · Pro →

Insider activity · last 90 days

40 transactions · 8 filers
02 Feb 2026
Garimella Suresh V —
▼ SOLD
1,100
$184.07
S
22 Jan 2026
Garimella Suresh V —
▼ SOLD
1,100
$150.00
S
02 Dec 2025
Brinker Neil David —
▼ SOLD
6,846
$161.31
S
02 Dec 2025
Brinker Neil David —
▼ SOLD
25,025
$160.36
S
22 Aug 2025
McGinnis Eric S —
▼ SOLD
4,305
$141.89
S
22 Aug 2025
McGinnis Eric S —
▼ SOLD
20,868
$140.65
S
22 Aug 2025
Garimella Suresh V —
▼ SOLD
300
$142.81
S
22 Aug 2025
Garimella Suresh V —
▼ SOLD
3,005
$141.84
S
22 Aug 2025
Garimella Suresh V —
▼ SOLD
6,932
$141.10
S
22 Aug 2025
Garimella Suresh V —
▼ SOLD
1,547
$140.30
S
22 Aug 2025
Garimella Suresh V —
▼ SOLD
900
$136.54
S
22 Aug 2025
Garimella Suresh V —
▼ SOLD
1,520
$135.22
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $MOD in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:14 UTC.