PHINIA Inc.
MX ˙ BMV
SecurityMX:PHIN / PHINIA Inc.
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership33,300 shares
Latest Disclosed Value $ 2,279,052
Jacobs Levy Equity Management, Inc reports 45.26% decrease in ownership of PHIN / PHINIA Inc.

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 33,300 shares of PHINIA Inc. (MX:PHIN) valued at $2,279,052 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 60,836 shares of PHINIA Inc.. This represents a change in shares of -45.26% 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)
2026-05-15 2026-03-31 13F PHINIA COMMON STOCK 71880K101 33,300 -27,536 -45.26 2,279 -40.23 0.0096
2026-02-13 2025-12-31 13F PHINIA COMMON STOCK 71880K101 60,836 -142,588 -70.09 3,814 -67.39 0.0147
2025-11-17 2025-09-30 13F PHINIA COMMON STOCK 71880K101 203,424 -21,571 -9.59 11,693 16.80 0.0465
2025-08-14 2025-06-30 13F PHINIA COMMON STOCK 71880K101 224,995 -158,986 -41.40 10,010 -38.56 0.0392
2025-05-15 2025-03-31 13F PHINIA COMMON STOCK 71880K101 383,981 -597,285 -60.87 16,292 -65.53 0.0646
2025-02-14 2024-12-31 13F PHINIA COMMON STOCK 71880K101 981,266 -35,336 -3.48 47,268 1.01 0.1672
2024-11-14 2024-09-30 13F PHINIA COMMON STOCK 71880K101 1,016,602 95,870 10.41 46,794 29.12 0.1805
2024-08-14 2024-06-30 13F PHINIA COMMON STOCK 71880K101 920,732 482,552 110.13 36,240 115.21 0.1499
2024-05-15 2024-03-31 13F PHINIA COMMON STOCK 71880K101 438,180 424,168 3,027.18 16,839 3,871.46 0.0753
2024-02-14 2023-12-31 13F PHINIA COMMON STOCK 71880K101 14,012 14,012 424 0.0021
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.