FULLER & THALER ASSET MANAGEMENT, INC.
Position in MOD — Modine Manufacturing Co
CIK 1082327
SAN MATEO, CA
Position in MOD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$298,188,977
+$63,778,105 QoQ
Shares Held
1,116,729
+3.2% QoQ
Ownership
2.10%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#10
of 635 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MOD Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $2,130,064,605 across 12 Auto Parts names. MOD ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTX |
Garrett Motion Inc.
|
11,379,209 | $412,268,742 | |
| 2 | LKQ |
Lkq Corp
|
12,041,227 | $317,045,506 | |
| 3 | MOD |
Modine Manufacturing Co
This page
|
1,116,729 | $298,188,977 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
|
2,622,104 | $295,616,004 | |
| 5 | BWA |
Borgwarner Inc
|
3,720,883 | $247,066,631 | |
| 6 | GNTX |
Gentex Corp
|
8,112,203 | $204,995,369 | |
| 7 | AAP |
Advance Auto Parts Inc
|
2,228,408 | $138,651,545 | |
| 8 | LEA |
Lear Corp
|
597,380 | $80,084,762 |
All Filings in MOD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,188,977 | 1,116,729 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $234,410,872 | 1,081,680 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $135,915,983 | 1,018,021 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $137,463,460 | 966,963 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $90,669,644 | 920,504 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $64,652,588 | 842,379 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $76,727,111 | 661,840 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $81,198,694 | 611,482 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $53,154,902 | 530,541 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $39,872,901 | 418,877 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $18,026,713 | 301,955 | Shares | Sole | 2024-02-13 | |
| 2021-06-30 | $2,723,165 | 164,145 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,486,603 | 168,355 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,309,093 | 183,845 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||