CloudAlpha Capital Management Limited/Hong Kong MOD β€” MODINE MFG CO

Ownership history in CloudAlpha Capital Management Limited/Hong Kong  Β·  2 quarters on record

AI Ownership Summary

CloudAlpha Capital Management Limited/Hong Kong reported MODINE MFG CO (MOD) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 3.16% in 2026 Q1. The latest visible filing shows MOD at 1.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MOD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CloudAlpha Capital Management Limited/Hong Kong's position in MODINE MFG CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MOD was reported at 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.16% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CloudAlpha Capital Management Limited/Hong Kong held MOD β€” position size vs. price
% of Fund (quarterly)    MOD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 231,500 -195,756 -45.8% 1.71% $50.2M 2026-05-13 $279.20
2026 Q1 INITIATED β€” β€” β€” 427,256 β€” β€” 3.16% $92.6M 2026-05-13 $279.20

FAQ About CloudAlpha Capital Management Limited/Hong Kong and MOD

These are the practical questions this page is built to answer before you even open the full history table.

How long has CloudAlpha Capital Management Limited/Hong Kong reported owning MOD?

CloudAlpha Capital Management Limited/Hong Kong reported MOD across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported MOD position in CloudAlpha Capital Management Limited/Hong Kong's portfolio?

The largest reported portfolio weight for MOD was 3.16% in 2026 Q1.

What is the latest reported MOD position on this page?

The most recent filing on this page is 2026 Q1, when CloudAlpha Capital Management Limited/Hong Kong reported 231,500 shares, equal to 1.71% of portfolio, with an estimated market value of $50.2M.

What does the chart on this MOD ownership page compare?

The chart compares CloudAlpha Capital Management Limited/Hong Kong's quarterly MOD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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