AXTA

AXTA

AXTA

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2022 Q1 Mar 30, 2022 Aristotle/Saul Global Equity Fund 6.4% 11.6% AXTA, BAC, BN, CB, CCJ, DLB, FMC, LEN, WBA -
2023 Q3 Mar 10, 2023 Ariel Appreciation Fund 9.9% 0.0% AXTA, GNRC, IPG, KKR, MAT, NOV -
2024 Q4 Jan 23, 2025 Aristotle Small Cap Equity Fund -0.5% 9.4% ACHC, AMTM, ASC, AXTA, AZPN, COLD, GTLS, HXL, INFN, SUM, TROX -
2024 Q4 Jan 23, 2025 Aristotle Small/Mid Cap Equity -0.5% 13.5% ACHC, AXTA, AZPN, CMCO, COLD, CTLT, DOC, GTLS, HXL, INFN, NSIT, SUM -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 18, 2026 Seeking Alpha Seeking Alpha Axalta Coating Systems Ltd. Specialty Chemicals Coatings Neutral New York Stock Exchange Akzo Nobel, Axalta Coating Systems, Coatings, end markets, Management Quality, market share, merger, Revenue Growth, specialty chemicals, valuation
Oct 6, 2025 Value Investors Club durableadvantage Axalta Coating Systems Ltd. Materials Specialty Chemicals NYSE coatings, refinish, auto repair, ADAS, insurance claims, cyclical vs secular, BASF sale, M&A optionality, premium market share, specialty chemicals

BSD Shareholders of AXTA

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.