Position in MOD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$13,301,008
+$5,278,394 QoQ
Shares Held
61,377
+2.1% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 99.60082767160337.ToString("F0")%
Shared 0.ToString("F0")%
None 0.39917232839663064.ToString("F0")%
Common Shares in MOD Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $339,601,066 across 21 Auto Parts names. MOD ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,299,145 | $212,234,071 | |
| 2 | GPC |
Genuine Parts Co
|
618,405 | $65,396,327 | |
| 3 | MOD |
Modine Manufacturing Co
This page
|
61,377 | $13,301,008 | |
| 4 | AZO |
Autozone Inc
|
3,351 | $11,318,940 | |
| 5 | CPS |
Cooper-Standard Holdings Inc.
|
274,472 | $7,649,533 | |
| 6 | MGA |
Magna International Inc
|
73,025 | $4,075,524 | |
| 7 | LKQ |
Lkq Corp
|
132,407 | $3,888,792 | |
| 8 | MBLY |
Mobileye Global Inc.
|
471,643 | $3,240,187 |
All Filings in MOD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,301,008 | 61,377 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,022,614 | 60,090 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,361,799 | 23,648 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,974,826 | 20,049 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,458,096 | 18,998 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,542,692 | 21,933 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,952,451 | 22,234 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,131,040 | 21,270 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,261,237 | 23,755 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,474,470 | 24,698 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $744,534 | 16,274 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||