Institutional Ownership
Phenixfin Corp
CUSIP 71742W103COMPFXQ1 2026
13D / 13G Filings
12
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
12.9%
Max % of class reported
Institutional Holders
16
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
12 filings · latest Jun 18, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jun 18, 2025 | David A. Lorber | 13D/A | 11.3% | — | SEC |
| 2 | Mar 5, 2024 | Lorber David A | 13D/A | 10.1% | 209.0K | SEC |
| 3 | Feb 14, 2024 | 22nw Fund, LP | 13G/A | 5.7% | 117.9K | SEC |
| 4 | Jun 20, 2023 | Amster Howard | 13D/A | 12.9% | 270.5K | SEC |
| 5 | Feb 14, 2023 | Radoff Bradley Louis | 13G/A | — | — | SEC |
| 6 | Feb 13, 2023 | Adalta Capital Management LLC | 13G/A | 5.7% | 119.0K | SEC |
| 7 | Feb 13, 2023 | Adalta Capital Management LLC | 13G | 5.7% | 119.0K | SEC |
| 8 | Feb 13, 2023 | 22nw Fund, LP | 13G | 5.6% | 117.9K | SEC |
| 9 | Jan 3, 2023 | Lorber David A | 13D/A | 8.1% | 169.7K | SEC |
| 10 | May 16, 2022 | Lorber David A | 13D/A | 6.8% | 148.9K | SEC |
2 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Phenixfin Corp.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Adalta Capital Management LLC | 175.6K | $6.86M |
| 2 | American Financial Group Inc | 64.3K | $2.51M |
| 3 | Morgan Stanley | 55.0K | $2.15M |
| 4 | 22nw, LP | 43.1K | $1.68M |
| 5 | Raymond James Financial Inc | 23.9K | $935.0K |
| 6 | Bulldog Investors, LLP | 19.2K | $750.7K |
| 7 | Legal & General Group PLC | 15.1K | $601.8K |
| 8 | Ubs Group AG | 488 | $19.1K |
| 9 | Osaic Holdings, Inc. | 400 | $15.6K |
| 10 | Allworth Financial LP | 286 | $11.2K |