INTRINSIC EDGE CAPITAL MANAGEMENT LLC
Position in MOD — Modine Manufacturing Co
CIK 1671754
CHICAGO, IL
Position in MOD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,680,800
+$2,012,400 QoQ
Shares Held
40,000
0.0% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#154
of 636 holders
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MOD Over Time
Shares Held
Position Value (USD)
Derivatives in MOD
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$8,010,600
PutShares
30,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $25,724,229 across 3 Auto Parts names. MOD ranks #1 (41.5% of the industry book) .
All Filings in MOD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,680,800 | 40,000 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $8,010,600 | 30,000 | Put | Sole | 2026-08-12 | |
| 2026-03-31 | $8,668,400 | 40,000 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,675,500 | 50,000 | Shares | Sole | 2026-02-12 | |
| 2023-12-31 | $597,000 | 10,000 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||