Medina Value Partners’s Phinia Inc PHIN Stock Holding History

Medina Value Partners’s Portfolio PHIN Stock Details PHIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18M	Sell	263,422 -36,528	-12%	-$2.55M	3.78%	9
2025 Q4	$18.8M	Sell	299,950 -64,194	-18%	-$3.55M	4.39%	11
2025 Q3	$20.9M	Sell	364,144 -125,212	-26%	-$6.76M	4.89%	8
2025 Q2	$21.8M	Buy	489,356 +60,915	+14%	+$2.57M	5.96%	7
2025 Q1	$18.2M	Buy	428,441 +41,482	+11%	+$1.99M	5.2%	10
2024 Q4	$18.6M	Sell	386,959 -219,819	-36%	-$10.9M	7.64%	8
2024 Q3	$27.9M	Sell	606,778 -54,822	-8%	-$2.47M	10.48%	3
2024 Q2	$26M	Buy	661,600 +25,618	+4%	+$1.05M	13.04%	2
2024 Q1	$24.4M	Buy	+635,982	New	+$20.7M	11.97%	2

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Medina Value Partners's PHIN Position: Q1 2026 in Review

Medina Value Partners reduced its Phinia Inc (PHIN) stake by 12% in Q1 2026, selling an estimated $2.55M and leaving 263,422 shares worth $18M. The position accounts for 3.78% of the portfolio, ranked #9.

Medina Value Partners first reported a position in PHIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $27.9M in Q3 2024. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

Medina Value Partners held 263,422 shares of Phinia Inc worth $18M as of Q1 2026.
Medina Value Partners sold 36,528 Phinia Inc shares in Q1 2026, an estimated $2.55M.
Phinia Inc made up 3.78% of Medina Value Partners's portfolio in Q1 2026, its #9 holding.
Medina Value Partners first reported a position in Phinia Inc in Q1 2024 and has held it in 9 quarters since.
Medina Value Partners's Phinia Inc position peaked at $27.9M in Q3 2024.
386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Medina Value Partners's 13F filing for Q1 2026, filed 14 May 2026.