Position in AXTA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$142,108,146
+$44,606,680 QoQ
Shares Held
5,130,258
+70.0% QoQ
Ownership
2.40%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 98.60630790888099.ToString("F0")%
Shared 0.ToString("F0")%
None 1.3936920911190043.ToString("F0")%
Common Shares in AXTA Over Time
Shares Held
Position Value (USD)
Derivatives in AXTA
reported options exposure · as of Jun 30, 2020CallValue
$0
CallShares
0
PutValue
$2,818,750
PutShares
125,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $2,011,205,349 across 36 Specialty Chemicals names. AXTA ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHW |
Sherwin Williams Co
|
1,486,582 | $476,523,860 | |
| 2 | LIN |
Linde PLC
|
543,387 | $269,389,538 | |
| 3 | ALB |
Albemarle Corp
|
1,339,808 | $240,535,729 | |
| 4 | APD |
Air Products & Chemicals, Inc.
|
721,913 | $209,708,507 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
1,143,763 | $157,153,036 | |
| 6 | AXTA |
Axalta Coating Systems Ltd.
This page
|
5,130,258 | $142,108,146 | |
| 7 | SQM |
Chemical & Mining Co Of Chile Inc
|
949,766 | $76,874,060 | |
| 8 | CC |
Chemours Co
|
2,851,010 | $62,807,749 |
All Filings in AXTA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,108,146 | 5,130,258 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $97,501,466 | 3,017,687 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $94,231,263 | 3,292,497 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $70,802,811 | 2,384,736 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $30,247,424 | 911,891 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $32,909,305 | 961,698 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $48,260,848 | 1,333,541 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $35,851,300 | 1,049,204 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $36,083,982 | 1,049,258 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $33,087,459 | 974,020 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,389,218 | 163,168 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,398,673 | 73,108 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,716,013 | 89,667 | Shares | Defined | 2023-05-15 | |
| 2021-12-31 | $3,296,996 | 99,547 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,231,528 | 144,965 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,431,140 | 506,105 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $38,843,419 | 1,313,165 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $30,148,285 | 1,055,982 | Shares | Defined | 2021-02-16 | |
| 2020-06-30 | $2,818,750 | 125,000 | Put | Defined | 2020-08-14 | |
| 2020-06-30 | $14,227,019 | 630,910 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $18,182,581 | 1,052,842 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||