Sessa Capital IM, L.P.

Position in AXTA — Axalta Coating Systems Ltd.

CIK 1595849 NEW YORK, NY

Position in AXTA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$61,586,213

-$2,825,225 QoQ

Shares Held

2,223,329

+11.5% QoQ

Ownership

1.04%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

6 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Sessa Capital IM, L.P. holds $619,969,807 across 3 Specialty Chemicals names. AXTA ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APD	Air Products & Chemicals, Inc.	1,185,672	$344,425,859
2	SOLS	Solstice Advanced Materials Inc.	2,809,319	$213,957,735
3	AXTA	Axalta Coating Systems Ltd. This page	2,223,329	$61,586,213

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$61,586,213	2,223,329	+11.5%	Shares	Sole	2026-05-15
2025-12-31	$64,411,438	1,993,545	+262.5%	Shares	Sole	2026-02-17
2021-06-30	$16,769,500	550,000	-66.7%	Shares	Sole	2021-08-16
2021-03-31	$48,807,000	1,650,000	-26.3%	Shares	Sole	2021-05-17
2020-12-31	$63,952,000	2,240,000	+21.5%	Shares	Sole	2021-02-16
2020-06-30	$41,584,815	1,844,116	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.