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MOD Modine Manufacturing Co.

Consumer Discretionary, filed as MODINE MFG CO (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 2 Owners
  • Max 0.1%
  • $8.2M
  • 1 add 1 reduce

In 2026 Q2 Polen Capital Management added to Modine Manufacturing, while Murray Stahl trimmed.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Polen Capital Management). Not free-float ownership.

  1. Polen Capital Management Add 0.07%

Who owns MOD

Sorted by value, long equity only, as of 2026 Q2.

History
Polen Capital Management 0.07%, was 0.05% Add +1.0% 29,335 $7.8M History
Murray Stahl, Horizon Kinetics Asset Management <0.01% Reduce −3.6% 1,330 $355K History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MOD's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MOD insider trades
  • None no insider bought on the open market
  • $23.6M sold by 6 insiders outside a trading plan
  • $16.8M sold by 3 insiders under 10b5-1 plans
  1. Brian Jon Agen VP, CHRO
    Sale
    $776K 4,306 shares at $180.30 6% of stake
    Traded Sep 10 Filed Sep 14
    ↗
  2. Eric S McGinnis President, Commercial HVAC
    Sale
    $301K 1,020 shares at $295.07 3.5% of stake
    Traded Jun 18 Filed Jun 22
    ↗
  3. Brian Jon Agen VP, CHRO
    Planned sale
    $11.3M 38,282 shares at $295.17 37% of stake
    Traded Jun 18 Filed Jun 22
    ↗
  4. Eric D Ashleman Director
    Sale
    $4.3M 15,000 shares at $288.54 26% of stake
    Traded Jun 16 Filed Jun 18
    ↗
  5. Arthur Laszlo Jr. President, Data Centers
    Sale
    $266K 900 shares at $295.76 6.7% of stake
    Traded Jun 1 Filed Jun 2
    ↗
  6. Eric S McGinnis President, Commercial HVAC
    Sale
    $10.9M 38,082 shares at $285.07 56% of stake
    Traded May 29–Jun 1 Filed Jun 2
    ↗
  7. Marsha C Williams Director
    Sale
    $2.8M 12,000 shares at $234.71 9.8% of stake
    Traded Feb 24 Filed Feb 26
    ↗
  8. Michael B Lucareli CFO
    Sale
    $4.3M 19,595 shares at $219.12 26% of stake
    Traded Feb 17 Filed Feb 18
    ↗
  9. Suresh V Garimella Director
    Planned sale
    $202K 1,100 shares at $184.07 1.4% of stake
    Traded Feb 2 Filed Feb 3
    ↗
  10. Suresh V Garimella Director
    Planned sale
    $165K 1,100 shares at $150.00 1.3% of stake
    Traded Jan 22 Filed Jan 23
    ↗
  11. Neil David Brinker CEO
    Planned sale
    $5.1M 31,871 shares at $160.56 12% of stake
    Traded Dec 2, 2025 Filed Dec 4, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 22 stock grants, 18 share withholdings for taxes, and 6 option exercises.

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
DEF 14A Filing Doc
8-K/A 9.01 Filing Doc
8-K 1.01,2.01,5.02,7.01,8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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 $0.846B $0.894B $0.961B $1.42B
Total non-current assets * $0.72B $0.958B $0.956B $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 $0.593B $0.748B $0.91B $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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.