PHINIA Inc.
MX ˙ BMV
SecurityMX:PHIN / PHINIA Inc.
InstitutionBanyan Capital Management, Inc.
Latest Disclosed Ownership255,523 shares
Latest Disclosed Value $ 17,487,994
Banyan Capital Management, Inc. reports 1.68% decrease in ownership of PHIN / PHINIA Inc.

On May 1, 2026 - Banyan Capital Management, Inc. filed a 13F-HR form disclosing ownership of 255,523 shares of PHINIA Inc. (MX:PHIN) valued at $17,487,994 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 259,902 shares of PHINIA Inc.. This represents a change in shares of -1.68% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F PHINIA STOCK 71880K101 255,523 -4,379 -1.68 17,488 7.33 7.5361
2026-02-02 2025-12-31 13F PHINIA STOCK 71880K101 259,902 -1,116 -0.43 16,293 8.60 7.0813
2025-11-03 2025-09-30 13F PHINIA STOCK 71880K101 261,018 8,162 3.23 15,003 33.37 6.8140
2025-07-15 2025-06-30 13F PHINIA STOCK 71880K101 252,856 10,382 4.28 11,250 9.34 5.7847
2025-05-02 2025-03-31 13F PHINIA STOCK 71880K101 242,474 4,123 1.73 10,288 -10.39 5.8108
2025-02-03 2024-12-31 13F PHINIA STOCK 71880K101 238,351 -3,445 -1.42 11,481 3.16 6.8873
2024-11-07 2024-09-30 13F PHINIA STOCK 71880K101 241,796 -2,254 -0.92 11,130 15.87 6.4484
2024-08-12 2024-06-30 13F PHINIA STOCK 71880K101 244,050 530 0.22 9,606 106,622.22 5.8033
2024-05-03 2024-03-31 13F PHINIA STOCK 71880K101 243,520 1,935 0.80 9 28.57 5.3052
2024-01-09 2023-12-31 13F PHINIA COMMON STOCK 71880K101 241,585 4,900 2.07 7 16.67 4.4883
2023-11-09 2023-09-30 13F PHINIA STOCK 71880K101 236,685 236,685 6 4.1212
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.