Follow-The-Filings

Security · featured owners

MOD Modine Mfg Co.

COM Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 0.1%
  • $8M
  • 1 add 1 reduce

Who owns this now

Largest portfolio weights among featured holders · max 0.1% (Polen Capital Management) · not free-float ownership

  1. Polen Capital Management add 0.07%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Polen Capital Management 2026 Q2 0.07% Add +1.0% 29,335 $8M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 <0.01% Reduce −3.6% 1,330 $355K history

2 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $2.3B $2.41B $2.58B $3.18B
Gross profit $389.4M $525.6M $643.8M $731.1M
Gross margin * 16.9% 21.8% 24.9% 23.0%
Net income $153.1M $161.5M $184M $121.5M
Net margin * 6.7% 6.7% 7.1% 3.8%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $846.4M $894M $961.2M $1.42B
Total non-current assets * $719.5M $957.5M $956.4M $1.26B
Total assets $1.57B $1.85B $1.92B $2.67B
Total current liabilities $507.1M $545.8M $541M $728.9M
Total non-current liabilities * $459.2M $550.2M $458.4M $742.9M
Total equity $592.8M $747.6M $910.2M $1.19B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $107.5M $214.6M $213.3M $248.7M
Cash from investing -$50.4M -$283.4M -$86.6M -$321.3M
Cash from financing -$33.3M $62.7M -$113.6M $73.1M
Net change in cash $21.8M -$6.9M $11.6M $1.8M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders