LAKEWOOD CAPITAL MANAGEMENT, LP
Position in AXTA — Axalta Coating Systems Ltd.
CIK 1424381
New York, NY
Position in AXTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$117,157,234
+$36,947,785 QoQ
Shares Held
3,423,648
+18.2% QoQ
Ownership
1.60%
of shares outstanding
% of Portfolio
6.08%
of 13F equity value
Holder Rank
#18
of 356 holders
Holding Since
Dec 2020
23 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, 2026LAKEWOOD CAPITAL MANAGEMENT, LP holds $117,157,234 across 1 Specialty Chemicals name. AXTA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXTA |
Axalta Coating Systems Ltd.
This page
|
3,423,648 | $117,157,234 |
All Filings in AXTA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,157,234 | 3,423,648 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $80,209,449 | 2,895,648 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $62,346,926 | 1,929,648 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,990,485 | 1,187,648 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,272,591 | 884,897 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,352,033 | 884,897 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,330,635 | 827,897 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,494,892 | 897,897 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,926,235 | 1,051,397 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $36,157,542 | 1,051,397 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $35,715,956 | 1,051,397 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,282,579 | 1,051,397 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,840,135 | 1,031,397 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,815,665 | 1,116,397 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $42,570,481 | 1,671,397 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $57,097,872 | 2,711,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $62,155,632 | 2,811,200 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $69,099,296 | 2,811,200 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $94,762,944 | 2,861,200 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $83,518,428 | 2,861,200 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $87,542,888 | 2,871,200 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $55,793,796 | 1,886,200 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $38,719,510 | 1,356,200 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||