Hudson Bay Capital Management LP
Position in AXTA — Axalta Coating Systems Ltd.
CIK 1393825
STAMFORD, CT
Position in AXTA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,486,241
-$1,221,525 QoQ
Shares Held
89,756
-21.8% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026Hudson Bay Capital Management LP holds $26,610,310 across 11 Specialty Chemicals names. AXTA ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RPM |
Rpm International Inc/De/
|
65,763 | $6,536,842 | |
| 2 | LIN |
Linde PLC
|
12,191 | $6,043,810 | |
| 3 | IFF |
International Flavors & Fragrances Inc
|
45,370 | $3,291,593 | |
| 4 | ECL |
Ecolab Inc.
|
10,122 | $2,692,654 | |
| 5 | AXTA |
Axalta Coating Systems Ltd.
This page
|
89,756 | $2,486,241 | |
| 6 | ESI |
Element Solutions Inc
|
71,079 | $2,426,637 | |
| 7 | CC |
Chemours Co
|
70,050 | $1,543,201 | |
| 8 | LWLG |
Lightwave Logic, Inc.
|
99,098 | $696,658 |
All Filings in AXTA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,486,241 | 89,756 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,707,766 | 114,756 | Shares | Sole | 2026-02-13 | |
| 2021-06-30 | $2,261,809 | 74,182 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,673,303 | 124,182 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,972,896 | 174,182 | Shares | Sole | 2021-03-04 | |
| 2020-06-30 | $3,946,250 | 175,000 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,640,650 | 95,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||