13F manager/MOD/

Leopold Aschenbrenner (Situational Awareness) exit Modine Manufacturing Company

Leopold Aschenbrenner (Situational Awareness) exit $-55.0M of disclosed value in Modine Manufacturing Company.

Signal
Investor Move
Action
Exit
Capital
$-55.0M disclosed value

Why it matters

This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.

Filing summary

Period End
Jun 30, 2025
Total Changes
13
New
1
Reduced/Sold
5

Filing changes

TickerCompanyActionCurrent ValuePortfolio Impact
SMHVanEck Semiconductor ETFNew$570.1M0.27%
AVGOBroadcom Inc.Increased$328.5M0.1%
VSTVistra Corp.Increased$246.9M0.09%
21874A106CORE SCIENTIFIC INC NEWIncreased$136.5M0.05%
Q4982L109IREN LIMITEDIncreased$93.3M0.03%
EQTEQT CorporationIncreased$125.1M0.03%
683344105683344105Sold out$00.03%
CEGConstellation Energy CorporationIncreased$103M0.03%
607828100607828100Sold out$00.03%
21873S10821873S108Sold out$00.02%
38169207APPLIED DIGITAL CORPIncreased$66.4M0.02%
87422Q10987422Q109Sold out$00.01%
INTCIntel CorporationReduced$453.3M0%

Evidence