SEC 13F Intelligence

Telemark Asset Management, LLC / MOD

Telemark Asset Management, LLC’s Modine Mfg Co Position

Does Telemark Asset Management, LLC own Modine Mfg Co (MOD)? Yes — 80.0K shares worth $17M (+1.60% of its 13F portfolio) as of Q1 2026, down from 100.0K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
80.0K
% of Portfolio
+1.60%
Quarters Held
2
currently held

Position History MOD

Reported value by quarter
Q4 ’25: $13MQ4 ’25Q1 ’26: $17MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202680.0K$17M+1.60%
Q4 2025100.0K$13M+1.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Telemark Asset Management, LLC’s full portfolio or all institutional holders of MOD.