Gotham Asset Management, LLC
Position in AXTA — Axalta Coating Systems Ltd.
CIK 1510387
NEW YORK, NY
Position in AXTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,832,327
+$39,236,163 QoQ
Shares Held
1,456,234
+280.7% QoQ
Ownership
0.680%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#30
of 356 holders
Holding Since
Mar 2020
24 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, 2026Gotham Asset Management, LLC holds $661,735,271 across 29 Specialty Chemicals names. AXTA ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEU |
Newmarket Corp
|
130,865 | $103,545,622 | |
| 2 | DD |
DuPont de Nemours, Inc.
|
545,827 | $74,035,974 | |
| 3 | ESI |
Element Solutions Inc
|
1,378,062 | $65,802,460 | |
| 4 | ECL |
Ecolab Inc.
|
195,095 | $54,355,417 | |
| 5 | AXTA |
Axalta Coating Systems Ltd.
This page
|
1,456,234 | $49,832,327 | |
| 6 | LIN |
Linde PLC
|
78,266 | $40,615,358 | |
| 7 | LYB |
LyondellBasell Industries N.V.
|
705,700 | $37,155,105 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
396,271 | $35,109,610 |
All Filings in AXTA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,832,327 | 1,456,234 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,596,164 | 382,533 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,392,413 | 507,348 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,413,976 | 154,227 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,401,297 | 80,879 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,687,523 | 50,875 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,585,241 | 46,325 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,154,973 | 114,810 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,889,844 | 113,838 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,414,667 | 41,136 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,960,306 | 57,707 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $416,385 | 15,479 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $270,288 | 8,238 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $249,498 | 8,237 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $209,490 | 8,225 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $369,590 | 16,716 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $661,890 | 26,928 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $523,660 | 15,811 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,449,332 | 83,910 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,198,054 | 72,091 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $690,101 | 23,330 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,517,889 | 53,166 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $2,782,579 | 123,396 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,064,790 | 293,271 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||