MODINE MANUFACTURING CO

MOD

Held by 1 specialist biotech fund

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Fund Holdings

Driehaus Capital

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Catalysts

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Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 480,392Value: $64.1M

**Signal Note: Driehaus Capital initiates $64.1M position in Modine Manufacturing** This appears to be a thermal management/industrial play rather than a direct biotech investment, suggesting Driehaus may be positioning for exposure to data center cooling demand driven by AI infrastructure buildout—a sector benefiting from biotech/pharma's increased computational needs. The position size ($64.1M, 480K shares) indicates conviction in either a specific operational turnaround or secular tailwinds in Modine's industrial cooling business. Note: Modine is not a drug developer; clarify if this represents a portfolio rebalancing or a thematic bet on biotech-adjacent infrastructure rather than direct pipeline exposure.

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Insider Signals

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Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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