FULLER & THALER ASSET MANAGEMENT, INC.
Position in MOD — Modine Manufacturing Co
CIK 1082327
SAN MATEO, CA
Position in MOD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$234,410,872
+$98,494,889 QoQ
Shares Held
1,081,680
+6.3% QoQ
Ownership
2.05%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MOD Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,748,561,019 across 11 Auto Parts names. MOD ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALSN |
Allison Transmission Holdings Inc
|
3,394,635 | $397,375,973 | |
| 2 | LKQ |
Lkq Corp
|
9,942,144 | $292,000,769 | |
| 3 | MOD |
Modine Manufacturing Co
This page
|
1,081,680 | $234,410,872 | |
| 4 | BWA |
Borgwarner Inc
|
4,122,005 | $223,659,991 | |
| 5 | GTX |
Garrett Motion Inc.
|
10,897,535 | $198,008,210 | |
| 6 | GNTX |
Gentex Corp
|
7,108,679 | $155,324,636 | |
| 7 | AAP |
Advance Auto Parts Inc
|
2,828,907 | $149,224,844 | |
| 8 | ORLY |
O Reilly Automotive Inc
|
362,434 | $33,456,282 |
All Filings in MOD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2026-02-18 | |
| 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. | ||||||