Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Carillon Eagle Growth & Income Fund's investment thesis on Modine Manufacturing Company ($MOD) — Q1 2026 | Buyside Digest

$MODNYSEModine Manufacturing Company

BULL

Carillon Eagle Growth & Income Fund—MOD

Fund Letter

Q1 2026

Published April 18, 2026

$177.63USD

-8.7% vs last month

$251.70Pitched

-29.4% since pitch

Market Cap$10.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Modine Manufacturing provides mission-critical thermal management solutions. It delivered strong...

— Brad Erwin, Jeffrey D. Bilsky, Michael Rich

BSD Research Exclusive

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

Other investors who've written on Modine Manufacturing Company

Modine Manufacturing Company (MOD) was the top contributor in our long book in the first quarter. The company has...