PHINIA Inc.
MX ˙ BMV
SecurityMX:PHIN / PHINIA Inc.
InstitutionLsv Asset Management
Latest Disclosed Ownership1,386,085 shares
Latest Disclosed Value $ 94,864
Lsv Asset Management reports 3.31% increase in ownership of PHIN / PHINIA Inc.

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 1,386,085 shares of PHINIA Inc. (MX:PHIN) valued at $94,864 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,341,734 shares of PHINIA Inc.. This represents a change in shares of 3.31% 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)
2026-05-11 2026-03-31 13F Phinia COM 71880K101 1,386,085 44,351 3.31 95 11.90 0.2044
2026-02-06 2025-12-31 13F Phinia COM 71880K101 1,341,734 -22,800 -1.67 84 7.69 0.1834
2025-11-06 2025-09-30 13F Phinia COM 71880K101 1,364,534 165,316 13.79 78 47.17 0.1732
2025-08-11 2025-06-30 13F Phinia COM 71880K101 1,199,218 194,627 19.37 53 26.19 0.1249
2025-05-09 2025-03-31 13F Phinia COM 71880K101 1,004,591 172,355 20.71 43 5.00 0.1023
2025-02-13 2024-12-31 13F Phinia COM 71880K101 832,236 46,919 5.97 40 11.11 0.0925
2024-11-12 2024-09-30 13F Phinia COM 71880K101 785,317 4,748 0.61 36 20.00 0.0775
2024-08-06 2024-06-30 13F Phinia COM 71880K101 780,569 5,792 0.75 31 3.45 0.0673
2024-05-06 2024-03-31 13F Phinia COM 71880K101 774,777 6,267 0.82 30 26.09 0.0616
2024-02-06 2023-12-31 13F Phinia COM 71880K101 768,510 42,080 5.79 23 21.05 0.0508
2023-11-03 2023-09-30 13F Phinia COM 71880K101 726,430 726,430 19 0.0453
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.