PhenixFIN (PFX) Shareholding Patterns

$46.32

$1.12 (2.47%)

As on 02-Sep-2026 11:59EDT

Market cap

$102 Mln

Revenue (TTM)

$27 Mln

P/E Ratio

22.6

P/B Ratio

0.6

Div. Yield

0 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
Adalta Capital Management LLC	Institutions	6.02	5.91	31-Mar-2023
22NW, LP	Institutions	5.64	0.00	31-Mar-2023
American Financial Group Inc	Institutions	3.08	0.00	31-Mar-2023
Northwestern Mutual Wealth Management Co	Institutions	8.26	0.00	31-Dec-2022
Morgan Stanley - Brokerage Accounts	Institutions	3.61	-0.24	31-Dec-2022
Northwestern Mutual Wealth Management Co	Institutions	7.86	0.00	30-Jun-2022
22NW, LP	Institutions	5.37	0.00	30-Jun-2022
Almitas Capital LLC	Institutions	4.54	1.54	30-Jun-2022
Adalta Capital Management LLC	Institutions	4.16	19.42	30-Jun-2022
American Financial Group Inc	Institutions	2.93	0.00	30-Jun-2022
Morgan Stanley - Brokerage Accounts	Institutions	3.57	-0.42	31-Mar-2022
Northwestern Mutual Wealth Management Co	Institutions	7.83	0.00	31-Dec-2021
Morgan Stanley - Brokerage Accounts	Institutions	3.56	10.53	31-Dec-2021
Adalta Capital Management LLC	Institutions	1.97	125.81	31-Dec-2021
Moab Capital Partners LLC	Institutions	1.66	4.81	30-Sep-2021

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
24-Dec-2025	David A Lorber	Buy	Market	12	46.05	0.57
23-Dec-2025	David A Lorber	Buy	Market	3	45.59	0.13
23-Dec-2025	David A Lorber	Buy	Market	3	45.59	0.13
23-Dec-2025	Ellida Mcmillan	Buy	Market	3	45.33	0.15
23-Dec-2025	Ellida Mcmillan	Buy	Market	3	45.33	0.15