Position in MOD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,334,565
+$280,705 QoQ
Shares Held
4,998
+2.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#326
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, 2026&PARTNERS holds $28,853,164 across 19 Auto Parts names. MOD ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
91,824 | $8,456,072 | |
| 2 | GPC |
Genuine Parts Co
|
28,218 | $3,329,159 | |
| 3 | AZO |
Autozone Inc
|
917 | $2,930,676 | |
| 4 | MGA |
Magna International Inc
|
38,485 | $2,526,925 | |
| 5 | BWA |
Borgwarner Inc
|
37,322 | $2,478,180 | |
| 6 | MOD |
Modine Manufacturing Co
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|
4,998 | $1,334,565 | |
| 7 | LEA |
Lear Corp
|
9,363 | $1,255,203 | |
| 8 | LKQ |
Lkq Corp
|
43,521 | $1,145,907 |
All Filings in MOD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,334,565 | 4,998 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,053,860 | 4,863 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $697,055 | 5,221 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $899,019 | 6,324 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $756,480 | 7,680 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||