Question 1

Does Situational Awareness own MOD stock?

Accepted Answer

No. Situational Awareness exited its MOD (Modine Manufacturing) position in Q2 2025. Its Q1 2025 13F listed 716,824 shares worth $55M.

Question 2

How many shares of MOD does Situational Awareness own?

Accepted Answer

None since Q2 2025, when Situational Awareness exited the position. Its Q1 2025 13F listed 716,824 shares worth $55M.

Question 3

What is Situational Awareness' MOD position worth?

Accepted Answer

Situational Awareness' MOD position was worth $55M in its Q1 2025 13F, before the exit in Q2 2025.

Question 4

Is Situational Awareness buying or selling MOD?

Accepted Answer

In Q2 2025, Situational Awareness exited its entire MOD position.

Question 5

When did Situational Awareness first buy MOD?

Accepted Answer

Situational Awareness already held MOD in its Q4 2024 13F, the earliest on record, and listed it in 2 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$98.50	0
2025-Q1	Increased	716,824	+980.1%	$55M	5.5%	$76.75	95
2024-Q4	First report	66,367	—	$7.7M	3.0%	$115.93	0