AXTA
Axalta Coating Sys Ltd
2 of the 83 super-investors we track hold AXTA, worth a combined $162M per their latest 13F filings. The largest position: John Rogers at 1.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 28 of 100 (how strongly the cohort backs it) — ranked #439 of 742 stocks.
Why super-investors own AXTA
AXTA is held by 2 super-investors in our cohort, with a combined position value of $162M. The highest-conviction owner is John Rogers at 1.2% of their portfolio. Cohort ownership has shrunk from 3 to 2 over the last four quarters — net interest is fading. This quarter the cohort registered 1 new positions.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Rogers | 1.2% | 22q | $118M | 3,462,010 |
| 2 | Seth Klarman | 0.8% | — 1q | $44M | 1,274,356 |
Owners of AXTA also hold
Congress is trading AXTA
Congress tracker →- John Jamessold$1,001 - $15,000 · 2024-05-06 · late
- John Jamesbought$1,001 - $15,000 · 2023-11-10 · late
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Seth Klarman | NEW | 0.8% | +100% | $44M | Aug 13, 2026 |
Long US equity 13F-HR filings only. CUSIP G0750C108. Not investment advice.