Valeo Financial Advisors, LLC

Position in MOD — Modine Manufacturing Co

CIK 1722641 CARMEL, IN

Position in MOD

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$239,783

-$39,989 QoQ

Shares Held

898

-30.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#498

of 632 holders

Holding Since

Sep 2020

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $3,704,938 across 5 Auto Parts names. MOD ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	17,043	$1,569,489
2	GPC	Genuine Parts Co	10,621	$1,253,065
3	BWA	Borgwarner Inc	6,116	$406,102
4	MOD	Modine Manufacturing Co This page	898	$239,783
5	AZO	Autozone Inc	74	$236,499

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,783	898	-30.4%	Shares	Sole	2026-07-08
2026-03-31	$279,772	1,291	+39.9%	Shares	Sole	2026-05-08
2021-03-31	$13,632	923	0.0%	Shares	Sole	2021-04-12
2020-12-31	$11,592	923	0.0%	Shares	Sole	2021-02-11
2020-09-30	$5,768	923	—	Shares	Sole	2020-10-28
No filing history on record for this holder in this stock.