Grantham, Mayo, Van Otterloo & Co. LLC
Position in AXTA — Axalta Coating Systems Ltd.
CIK 1352662
Boston, MA
Position in AXTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,072,839
-$15,393,453 QoQ
Shares Held
323,578
-78.9% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#75
of 356 holders
Holding Since
Mar 2020
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 Jun 30, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $308,082,184 across 12 Specialty Chemicals names. AXTA ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALB |
Albemarle Corp
|
897,013 | $121,123,665 | |
| 2 | SQM |
Chemical & Mining Co Of Chile Inc
|
1,612,070 | $119,357,662 | |
| 3 | BCPC |
Balchem Corp
|
217,133 | $36,684,620 | |
| 4 | AXTA |
Axalta Coating Systems Ltd.
This page
|
323,578 | $11,072,839 | |
| 5 | LYB |
LyondellBasell Industries N.V.
|
170,571 | $8,980,563 | |
| 6 | PPG |
Ppg Industries Inc
|
26,741 | $3,243,415 | |
| 7 | GEVO |
Gevo, Inc.
|
1,443,862 | $2,165,793 | |
| 8 | AMTX |
Aemetis, Inc
|
1,064,317 | $1,745,479 |
All Filings in AXTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,072,839 | 323,578 | Shares | Sole | 2026-08-13 | |
| 2020-03-31 | $26,466,292 | 1,532,501 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||