Telemark Asset Management, LLC

SEC CIK: 0001420816
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MOD holding history

Modine Manufacturing Co in every 13F filed by Telemark Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MOD overview All 13F holders of MOD Full Q2 2026 holdings

Shares (Q2 2026): 70,000
Value: $18.7M
% of portfolio: 1.4%
Quarters held: 3; Since Q4 2025

Holdings of MOD by Telemark Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	70,000	$18.7M	1.4%	−10,000−12.5%	Reduced	Holders
Q1 2026	80,000	$17.3M	1.6%	−20,000−20.0%	Reduced	Holders
Q4 2025	100,000	$13.4M	1.3%	+100,000	New	Holders