HEARTLAND ADVISORS INC PHIN — PHINIA INC

Ownership history in HEARTLAND ADVISORS INC  ·  4 quarters on record

AI Ownership Summary

HEARTLAND ADVISORS INC reported PHINIA INC (PHIN) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.9% in 2026 Q1. The latest visible filing shows PHIN at 0.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PHIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HEARTLAND ADVISORS INC's position in PHINIA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PHIN was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PHIN stock page HEARTLAND ADVISORS INC fund profile HEARTLAND ADVISORS INC full holdings
How HEARTLAND ADVISORS INC held PHIN — position size vs. price
% of Fund (quarterly)    PHIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 257,333 +333 +0.1% 0.90% $17.6M 2026-05-06 $78.36
2025 Q4 REDUCED — — — 257,000 -18 -0.0% 0.87% $16.1M 2026-02-11 $77.42
2025 Q3 ADDED — — — 257,018 +157,018 +157.0% 0.78% $14.8M 2025-11-07 $52.88
2025 Q2 INITIATED — — — 100,000 — — 0.25% $4.4M 2025-08-12 $53.82

🏢 Other funds also holding PHIN

As of 2026 Q1 — sorted by position size

BANYAN CAPITAL MANAGEMENT, INC. 3Y 7Y 7.54% Prevatt Capital Ltd 7.01% KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 6.69% Lodge Hill Capital, LLC 3Y 7Y 6.55% ION Fund Management Ltd 4.94% Medina Value Partners, LLC 3Y 3.78% Voss Capital, LP 3Y 3.34% Engine Capital Management, LP 3Y 7Y 1.41% Ballast Asset Management, LP 1.28% ABS Direct Equity Fund LLC 1.05%

FAQ About HEARTLAND ADVISORS INC and PHIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has HEARTLAND ADVISORS INC reported owning PHIN?

HEARTLAND ADVISORS INC reported PHIN across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PHIN position in HEARTLAND ADVISORS INC's portfolio?

The largest reported portfolio weight for PHIN was 0.90% in 2026 Q1.

What is the latest reported PHIN position on this page?

The most recent filing on this page is 2026 Q1, when HEARTLAND ADVISORS INC reported 257,333 shares, equal to 0.90% of portfolio, with an estimated market value of $17.6M.

What does the chart on this PHIN ownership page compare?

The chart compares HEARTLAND ADVISORS INC's quarterly PHIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HEARTLAND ADVISORS INC time their PHIN position?

Based on 13F filing dates vs. subsequent PHIN price moves, HEARTLAND ADVISORS INC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PHIN relative to SPY over the holding period was +37.8%.

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