Campbell Newman Asset Management 13F: Adds $579K to MOD Stake

Campbell Newman Asset Management increased its holdings in Modine Manufacturing Company (NYSE: MOD) during the period, lifting its stake by 3,095 shares. According to a Form 13F filing disclosed with the Securities and Exchange Commission on October 22, 2026, the firm held 35,368 shares worth roughly $6.62 million at the close of the quarter.

MOD Modine Manufacturing Company

$135.17 ▼ -4.01% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Campbell Newman Asset Management's Modine Position

The institutional investor grew its position by 9.59% during the period, adding to the 32,273 shares it previously held. The resulting investment reached a value of $6,620,890 based on the share count.

Other Institutional Activity in Modine Manufacturing

Other large funds adjusted their positions in the thermal management solutions provider around the same time. Artisan Partners Limited Partnership expanded its holdings by 203,997 shares, ending with 1,191,876 shares valued at $161,105,876. Fuller & Thaler Asset Management Inc. grew its stake by 35,047 shares to finish with 1,116,729 shares worth $150,948,256. Paradigm Capital Management trimmed its stake by 2,038 shares, leaving it with 1,453,598 shares valued at $196,482,838. Driehaus Capital Management added 14,342 shares for a total of 494,734 shares worth about $135,047,540.

Modine Manufacturing Company Stock Down 9.8%

Modine shares recently traded around $135.17 as of October 23, 2026, matching their close of $135.17 on the filing date. The stock trades well below its 50-day moving average of $182.64 and its 200-day moving average of $215.80. The current price sits below its 52-week high of $323.25 while staying above its 52-week low of $111.18.

Recent Earnings

Modine reported trailing twelve-month revenue of $3.37 billion with earnings of $2.66 per share. The company posted a net profit margin of 4.3% and a return on equity of 13.1%. Its next quarterly financial update is scheduled for November 3, 2026.

Insider Buying and Selling at Modine Manufacturing Company

Company insiders completed several transactions prior to the filing, including planned share sales by executive officers.

Analysts Set New Price Targets

Wall Street research firms continue to monitor Modine, with recent target adjustments coming from Keybanc, DA Davidson, Oppenheimer, Baird, and Cantor Fitzgerald.

About Modine Manufacturing Company

Modine Manufacturing Company designs and builds thermal management systems and components for vehicles, industrial equipment, and commercial buildings. Headquartered in Racine, Wisconsin, the company provides cooling and heat transfer technology used across automotive, HVAC, and data center markets.

Bottom Line

Institutional interest in Modine remains active as the market awaits the company's next earnings report on November 3, 2026. Investors continue to monitor how broader market trends impact the thermal management sector.