Perpetual Ltd

Position in AXTA — Axalta Coating Systems Ltd.

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in AXTA

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$38,745,014

+$415,274 QoQ

Shares Held

1,398,737

+17.9% QoQ

Ownership

0.654%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

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

Basic Materials · as of Mar 31, 2026

Perpetual Ltd holds $99,730,763 across 8 Specialty Chemicals names. AXTA ranks #2 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APD	Air Products & Chemicals, Inc.	140,701	$40,872,233
2	AXTA	Axalta Coating Systems Ltd. This page	1,398,737	$38,745,014
3	ECL	Ecolab Inc.	48,736	$12,964,749
4	DD	DuPont de Nemours, Inc.	22,542	$3,097,270
5	LIN	Linde PLC	5,136	$2,546,222
6	LYB	LyondellBasell Industries N.V.	7,163	$577,051
7	SHW	Sherwin Williams Co	1,478	$473,772
8	IFF	International Flavors & Fragrances Inc	6,264	$454,452

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,745,014	1,398,737	+17.9%	Shares	Sole	2026-04-14
2025-12-31	$38,329,740	1,186,312	+29.3%	Shares	Sole	2026-01-20
2025-09-30	$26,266,291	917,760	+29.5%	Shares	Sole	2025-10-10
2025-06-30	$21,033,346	708,432	+5.4%	Shares	Sole	2025-07-11
2025-03-31	$22,296,509	672,189	-1.0%	Shares	Sole	2025-04-24
2024-12-31	$23,241,402	679,176	-0.7%	Shares	Sole	2025-01-17
2024-09-30	$24,741,583	683,658	-0.5%	Shares	Sole	2024-10-09
2024-06-30	$23,466,965	686,771	+1.5%	Shares	Sole	2024-07-30
2024-03-31	$23,272,916	676,735	+3.0%	Shares	Sole	2024-04-16
2023-12-31	$22,324,166	657,173	+9.4%	Shares	Sole	2024-02-15
2023-09-30	$16,159,717	600,733	+19.1%	Shares	Sole	2023-10-10
2023-06-30	$16,550,413	504,432	+7.4%	Shares	Sole	2023-07-13
2023-03-31	$14,230,575	469,811	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.