1 tracked superinvestor hold AXALTA COATING SYS LTD (AXTA), worth $44M combined, led by Seth Klarman. Smart money is accumulating AXTA as of the latest 13F filings.
Current price
$35.78
+14.6%
1Y
Axalta Coating Systems Ltd. is a leading global enterprise focused on the development, sale, and distribution of advanced, high-performance coating solutions. Its operations extend across North America, Europe, the Middle East, Africa, the Asia Pacific region, and Latin America. The company's business is organized into two principal divisions: Performance Coatings and Transportation Coatings.…
Market cap
$5.9B
P/E
16.22
Div yield
0.0%
Revenue YoY
-3.0%
Analyst target
$35
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$44M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating AXTA: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
AXALTA COATING SYS LTD (AXTA) is held by 1 tracked funds worth $44M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Seth Klarman at 0.8% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Seth Klarman), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.8% | $44M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own AXTA?
1 tracked funds hold AXALTA COATING SYS LTD (AXTA), the largest being Seth Klarman (Baupost Group) at 0.8% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling AXTA?
In the most recent 13F quarter, 1 tracked fund added or opened AXTA and 0 trimmed it, including 1 brand-new position.
How much AXTA do tracked funds hold?
Combined disclosed long exposure to AXTA across tracked superinvestors is $44M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.