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SC 13G/A ·Filed Oct 19, 2026

PAHC

PHIBRO ANIMAL HEALTH CORP
BEARISH
Impact 5/10
Horizonweeks Processed8d 1h ago SEC0001104659-26-116971
Passive stake amendment
Actionable Insight ▼ Bearish

Monitor for further selling by Millennium or other large holders. The reduction below 5% removes disclosure requirements for future sales, potentially leading to additional unwinding without public notice.

DirectionBearish
Confidencehigh
Horizonweeks
Latest settled — T+5d
PAHC ▼ -1.08% at T+5d
SHORT call ✓ call won +1.08% · α vs SPY +1.16% · entry $38.80 → $38.38
Next anchor: T+20d in 20d
Entry = T+0 close
Oct 19, 2026
via day close
T+1d
+1.16%
call -1.16% · α -0.63%
$39.25
settled 7d ago
T+5d
-1.08%
call +1.08% · α +1.16%
$38.38
settled yesterday
T+20d
Pending
in 20d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

Millennium Management LLC filed an amended Schedule 13G disclosing a passive 3.9% stake in Phibro Animal Health Corp as of September 30, 2026, down from a prior 5%+ position. The filing indicates Millennium reduced its holdings below the 5% threshold, signaling a partial exit.

Key Financial Metrics

Stake
3.9%
Investor
Millennium Management LLC
Investor Type
hedge fund

Key Facts

  • Millennium Management LLC reported beneficial ownership of 822,639 Class A common shares, representing 3.9% of shares outstanding.
  • The filing is an amendment to a prior Schedule 13G, indicating a decrease from a previously reported 5%+ stake.
  • The securities are held for passive investment purposes, with no intent to influence control of the issuer.
  • The filing date is October 19, 2026, with a reporting period end of September 30, 2026.

Financial Impact

Millennium reduced its stake from above 5% to 3.9%, representing a sale of approximately 1.1%+ of the company's outstanding shares.

ownership percentageshare count

Risk Factors

  • Continued selling pressure if Millennium fully exits the position.
  • Reduced institutional support could weigh on the stock's liquidity and valuation.

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G/A Filing (Primary)0001104659-26-116971
Document: 0001104659-26-116971-index-headers.html0001104659-26-116971
Document: 0001104659-26-116971-index.html0001104659-26-116971
Document: 0001104659-26-116971.txt0001104659-26-116971
7 reports for PAHC
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for PAHC — sortable, filterable
TypeNow
Oct 19, 2026
8d ago
SC 13G/A
BEARISH ★ 5/10
$38.80 $38.38▲ +1.08%▲ +1.16%$38.38 (+1.08%)
Jul 28, 2026
13w ago
8-K
NEUTRAL ★ 2/10
$36.95 $36.01▼ −2.54%▼ −8.07%$38.38 (+3.87%)
Jun 26, 2026
17w ago
8-K
NEUTRAL ★ 2/10
$31.81 $34.13▲ +7.29%▲ +5.91%$38.38 (+20.65%)
May 6, 2026
24w ago
8-K
BULLISH ★ 6/10
$43.16 $35.26▼ −18.30%▼ −19.81%$38.38 (−11.08%)
May 5, 2026
25w ago
8-K
NEUTRAL ★ 2/10
$58.50 $36.58▼ −37.47%▼ −38.60%$38.38 (−34.39%)
Apr 30, 2026
25w ago
8-K
NEUTRAL ★ 4/10
$54.66 $39.83▼ −27.13%▼ −29.47%$38.38 (−29.78%)
Apr 27, 2026
26w ago
8-K
BEARISH ★ 5/10
$54.29 $54.68▼ −0.72%▲ +0.97%$38.38 (+29.31%)
Showing 7 of 7

US Market Status

Market Closed — Opens Wed (< 1m)

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Report published Oct 19, 2026