Modine Manufacturing (MOD) Advanced Following Cyclical Segment Exit
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | XN Exponent Advisors Gaurav Kapadia | 646,333 | $140,066,824 | 5.15% | |
| 2. | GAMCO Investors Mario Gabelli | 551,403 | $119,494,544 | -34% | 1.18% |
| 3. | Driehaus Capital Richard Driehaus | 494,734 | $107,213,805 | +3% | 0.79% |
| 4. | Portolan Capital Management George Mccabe | 412,092 | $89,304,457 | -24% | 4.75% |
| 5. | Millennium Management Israel Englander | 352,066 | $76,296,223 | +26% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $79.43 | 2,530 | $200,957.90 | 7,277 | 2025-03-03 | Filing | |
| $32.09 | 400 | $12,834.20 | 114,715 | 2023-06-07 | Filing | |
| $6.81 | 10,000 | $68,146.00 | 679,559 | 2019-11-20 | Filing | |
| $6.78 | 5,000 | $33,879.50 | 185,796 | 2019-11-20 | Filing | |
| $6.98 | 5,000 | $34,897.00 | 175,470 | 2019-11-19 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $291.12 | 5,939 | $1,728,973.56 | 42,350 | 2026-06-16 | Filing | |
| $287.45 | 4,511 | $1,296,677.93 | 48,289 | 2026-06-16 | Filing | |
| $286.27 | 4,550 | $1,302,510.30 | 52,800 | 2026-06-16 | Filing | |
| $290.79 | 1,800 | $523,425.78 | 29,384 | 2026-06-01 | Filing | |
| $290.11 | 2,767 | $802,721.64 | 31,184 | 2026-06-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,085,044 | $885,269,884 | 0.02% | |
| 2. | 2,363,670 | $512,230,926 | 0.02% | |
| 3. | 2,362,734 | $512,028,085 | 0.01% | |
| 4. | 1,709,628 | $370,493,484 | 0.06% | |
| 5. | 1,486,139 | $322,061,183 | 0.01% |