# Modine Manufacturing (MOD): value investors who own it

2 value investors held Modine Manufacturing in their Q3 2026 13F, led by Polen Capital Management, Horizon Kinetics.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 0.1% | $7.8m | Added +1.0% | 5 |
| Horizon Kinetics | 0.0% | $355k | Trimmed -3.6% | 2 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-10 | Agen Brian Jon | VP, CHRO | Sold | 4306 | $776k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/mod). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.