Position in AXTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$100,540,276
+$51,677,476 QoQ
Shares Held
2,938,056
+66.6% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#22
of 356 holders
Holding Since
Jun 2021
6 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, 2026LMR Partners LLP holds $120,129,542 across 8 Specialty Chemicals names. AXTA ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXTA |
Axalta Coating Systems Ltd.
This page
|
2,938,056 | $100,540,276 | |
| 2 | SOLS |
Solstice Advanced Materials Inc.
|
105,000 | $9,303,000 | |
| 3 | ALB |
Albemarle Corp
|
31,557 | $4,261,141 | |
| 4 | LIN |
Linde PLC
|
4,625 | $2,400,097 | |
| 5 | SHW |
Sherwin Williams Co
|
6,687 | $2,302,467 | |
| 6 | ECL |
Ecolab Inc.
|
3,558 | $991,294 | |
| 7 | LYB |
LyondellBasell Industries N.V.
|
5,000 | $263,250 | |
| 8 | APD |
Air Products & Chemicals, Inc.
|
232 | $68,017 |
All Filings in AXTA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,540,276 | 2,938,056 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,862,800 | 1,764,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,471,440 | 1,624,000 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $546,938 | 15,983 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $360,850 | 9,971 | Shares | Sole | 2024-11-07 | |
| 2021-06-30 | $2,065,148 | 67,732 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||