Position in AXTA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,061,219
+$4,644,066 QoQ
Shares Held
399,322
+101.1% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
6.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026LUMINUS MANAGEMENT LLC holds $94,821,779 across 8 Specialty Chemicals names. AXTA ranks #5 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CC |
Chemours Co
|
940,552 | $20,720,360 | |
| 2 | FUL |
Fuller H B Co
|
292,494 | $18,041,029 | |
| 3 | KWR |
Quaker Chemical Corp
|
136,200 | $16,920,126 | |
| 4 | AVNT |
Avient Corp
|
419,924 | $15,243,241 | |
| 5 | AXTA |
Axalta Coating Systems Ltd.
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|
399,322 | $11,061,219 | |
| 6 | SOLS |
Solstice Advanced Materials Inc.
|
97,819 | $7,449,895 | |
| 7 | PPG |
Ppg Industries Inc
|
33,795 | $3,612,009 | |
| 8 | KRO |
Kronos Worldwide Inc
|
270,000 | $1,773,900 |
All Filings in AXTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,061,219 | 399,322 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,417,153 | 198,612 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||