LongMODJun 2026
Modine
Baird initiated a position in Modine as another way to maintain exposure to AI-related industrial spending. The investment team believes investors are underestimating how long…
MOD
Which hedge funds are long MOD?
2 published ideas on Modine across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Modine: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongMODJun 2026
Modine
Baird purchased Modine as an industrial company positioned to benefit from continued AI infrastructure spending. The fund believes the market is underestimating the persistence…