AXTA

Axalta Coating Sys Ltd

2 super-investor ownerscombined $110Mlargest position 1.1%

2 super-investors hold AXTA worth a combined $110M. The largest position: John Rogers at 1.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 26 — ranked #509 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own AXTA

Interest in AXTA within this cohort is thin and fading. The owner count history tells the story plainly: after reaching just one holder over the prior two quarters, the count has dropped back to zero in 2026Q1 — meaning the positions attributed to John Rogers ($96M, 1.1% of his portfolio) and Joel Greenblatt ($14M, a rounding error at their firm) appear to have resolved out of the tracked window. No manager added, trimmed, or initiated a position this quarter. At peak, combined exposure was $110M across two holders, with Rogers carrying the overwhelming majority. There is no evidence of building conviction here; the cohort's engagement with AXTA looks like a brief, low-intensity episode that has now closed.

AI-synthesized from 13F filings. Not investment advice.