Core Insights - Panoramic Capital increased its stake in Modine Manufacturing Company by purchasing an additional 26,547 shares, bringing its total holdings to 65,116 shares valued at $9.26 million as of September 30, 2025 [1][2][8] Company Overview - Modine Manufacturing Company is a global leader in engineered heat transfer solutions, focusing on complex thermal management needs for OEMs and commercial clients [6] - The company operates with a diverse product portfolio and a multi-segment approach, providing a competitive advantage in both established and emerging markets [6] Financial Performance - As of November 14, 2025, Modine's stock price was $132.02, with a market capitalization of $6.95 billion [4][8] - The company reported trailing twelve months (TTM) revenue of approximately $2.69 billion and net income of approximately $186.20 million [4][8] Market Position - Modine's Climate Solutions segment is experiencing accelerating demand, particularly for data center solutions, with management expecting net sales to rise between 15% and 20% in the fiscal year ending next March [11] - Adjusted EBITDA is projected to increase between 12% and 20%, reaching a range of $440 million to $470 million [11] Investment Insights - Panoramic Capital's investment in Modine represents 4.16% of its 13F assets under management (AUM), ranking as the fund's 5th-largest holding [8] - The value of Modine shares held by Panoramic Capital rose by 144% over the three-month period following the purchase [7]