PHIN β€” PHINIA INC

Ownership history in Lodge Hill Capital, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Lodge Hill Capital, LLC reported a position in PHINIA INC (PHIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
5.12% (2025 Q4)
πŸ“Š Avg. % of fund
3.88%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Lodge Hill Capital, LLC Γ— PHIN AI Analytics

πŸ“ˆ Lodge Hill Capital, LLC outperformed the S&P 500 by +57.3% annually on this PHIN position. Average cost basis: $49.68. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+57.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 57.3% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$49.68
+25.6% vs current ($62.42)

Best entry: $43.86 (2025 Q2)  Β·  Worst: $62.42 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Lodge Hill Capital, LLC has been actively increasing its PHIN allocation β€” a bullish signal from insiders.
Currently 5.12% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PHIN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 432,330 +65,000 +17.7% 5.12% $27.1M $62.42
2025 Q3 ADDED 367,330 +100,000 +37.4% 3.77% $21.1M $56.94
2025 Q2 INITIATED 267,330 β€” β€” 2.74% $11.9M $43.86
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