PhenixFIN
Middle-market investor with gem-and-jewelry finance and specialty insurance holdings.
$51.99
After-hours close−0.04 (−0.08%)
At close$52.03(−1.38%)
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Breakdown13F · Form 4
Institutions 20.60%Insiders —
Shares outstanding 1.93M · Float 1.39M · 72.0% free float
Institutions13F, as of Mar 31, 2026
16 holders · 398.1K shares · 0 new positions · 4 increased · 2 reduced · 2 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Adalta Capital Management LLC | 175.6K | 9.08% | 0 | May 18, 2026 |
| American Financial Group Inc | 64.3K | 3.33% | 0 | May 13, 2026 |
| Morgan Stanley | 55.0K | 2.84% | −448 | May 15, 2026 |
| 22NW, LP | 43.1K | 2.23% | −74.8K | May 15, 2026 |
| Raymond James Financial Inc | 23.9K | 1.24% | +1.6K | May 14, 2026 |
| Bulldog Investors, LLP | 19.2K | 0.99% | 0 | May 8, 2026 |
| Legal & General Group PLC | 15.1K | 0.78% | +2.0K | May 8, 2026 |
| UBS Group AG | 488 | 0.03% | +358 | May 5, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| David A. Lorber | 12.90% | 248.6K | 13D | May 14, 2026 ↗ |
InsidersForm 4
Latest trades
Nothing filed in the last 12 months.
CongressHouse and Senate disclosures
Not reported.