InvestorLens

AXTA — AXALTA COATING SYS LTD

Public company

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying AXTA?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 3 buying vs 3 selling last quarter
43
Macro Tailwind
Macro conditions are mixed for this sector
55
Why? — Evidence & Confidence ▾

Of 6 tracked investors who changed their AXTA position last quarter, 3 bought and 3 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime).

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Seth Klarman, Izzy Englander, Paul Tudor Jones)
  • +6 tracked investors reported holding AXTA at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (3 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About AXALTA COATING SYS LTD (AXTA)

AXALTA COATING SYS LTD (AXTA) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $224M. Across recent filings, tracked investors recorded 6 new positions, 18 increased, 13 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in AXTA

63
/100
Institutional Accumulation
Added / Increased24
Reduced13
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track AXTA

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

AXTA Ownership Composition

How AXALTA COATING SYS LTD is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
79% of tracked value
Institutions
6
tracked investors
Total Reported
$253.3M
combined 13F value
Types3
  • Multi-Strategy / Quant78.8%
  • Value & Distressed17.2%
  • Macro4.0%
Multi-Strategy / Quant(3)
78.8%
Value & Distressed(1)
17.2%
Macro(2)
4.0%

Tracked investors currently reporting AXTA

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    5.5M
    Value
    $187.1M
    % Portfolio
    0.07%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    32K
    Value
    $1.1M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    334.7K
    Value
    $11.5M
    % Portfolio
    0.01%
  • Seth KlarmanJun 30, 2026
    Baupost Group
    Shares
    1.3M
    Value
    $43.6M
    % Portfolio
    0.81%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    242.6K
    Value
    $8.3M
    % Portfolio
    0.01%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    50.9K
    Value
    $1.7M
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold AXTA?
6 tracked institutional investors disclosed a position in AXTA (AXALTA COATING SYS LTD) in their most recent 13F filing.
Who is the largest institutional holder of AXTA?
Izzy Englander, Millennium Management, holds the largest disclosed position in AXTA, valued at $224M.
Did institutional ownership of AXTA increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 18 increased, 13 reduced, and 1 fully exited AXTA.
Where does this AXTA ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.