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MOD position history

The shares of Modine Manufacturing (MOD) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 19,366 shares, $1.9M, <0.01% of portfolio, New
  2. 2025 Q3: 32,523 shares, $4.6M, 0.02% of portfolio, Add +67.9%
  3. 2025 Q4: 14,309 shares, $1.9M, <0.01% of portfolio, Reduce −56.0%
  4. 2026 Q1: 29,042 shares, $6.3M, 0.04% of portfolio, Add +103.0%
  5. 2026 Q2: 29,335 shares, $7.8M, 0.07% of portfolio, Add +1.0%
Holdings date Value % of holdings Shares Filing date All 13F holders