MOD β€” MODINE MFG CO

Ownership history in Gallo Partners, LP  Β·  3 quarters on record

AI Ownership Summary

Gallo Partners, LP reported MODINE MFG CO (MOD) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 2.67% in 2024 Q4. The latest visible filing shows MOD at 2.01% 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 Gallo Partners, LP'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
2025 Q3

MOD was reported at 2.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.67% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 Gallo Partners, LP held MOD β€” position size vs. price
% of Fund (quarterly)    MOD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 18,959 -2,667 -12.3% 2.01% $2.7M 2025-11-14 $132.02
2025 Q2 REDUCED 21,626 -9,686 -30.9% 1.39% $2.1M 2025-08-14 $139.51
2024 Q4 INITIATED 31,312 β€” β€” 2.67% $3.6M 2025-02-14 $92.68

FAQ About Gallo Partners, LP and MOD

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

How long has Gallo Partners, LP reported owning MOD?

Gallo Partners, LP reported MOD across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported MOD position in Gallo Partners, LP's portfolio?

The largest reported portfolio weight for MOD was 2.67% in 2024 Q4.

What is the latest reported MOD position on this page?

The most recent filing on this page is 2025 Q3, when Gallo Partners, LP reported 18,959 shares, equal to 2.01% of portfolio, with an estimated market value of $2.7M.

What does the chart on this MOD ownership page compare?

The chart compares Gallo Partners, LP'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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