Position in MOD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,833,031
+$1,539,340 QoQ
Shares Held
29,335
+1.0% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#183
of 632 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MOD Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $8,054,817 across 2 Auto Parts names. MOD ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MOD |
Modine Manufacturing Co
This page
|
29,335 | $7,833,031 | |
| 2 | AUR |
Aurora Innovation, Inc.
|
32,520 | $221,786 |
All Filings in MOD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,833,031 | 29,335 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,293,691 | 29,042 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,910,394 | 14,309 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,623,469 | 32,523 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,907,551 | 19,366 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||