Position in AXTA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,105,340
+$296,500 QoQ
Shares Held
32,301
+10.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#161
of 356 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Oak Thistle LLC holds $15,336,391 across 10 Specialty Chemicals names. AXTA ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASH |
Ashland Inc.
|
52,409 | $3,453,229 | |
| 2 | ECL |
Ecolab Inc.
|
9,350 | $2,605,003 | |
| 3 | DD |
DuPont de Nemours, Inc.
|
18,480 | $2,506,627 | |
| 4 | LYB |
LyondellBasell Industries N.V.
|
34,237 | $1,802,578 | |
| 5 | NEU |
Newmarket Corp
|
1,438 | $1,137,803 | |
| 6 | AXTA |
Axalta Coating Systems Ltd.
This page
|
32,301 | $1,105,340 | |
| 7 | EMN |
Eastman Chemical Co
|
14,779 | $989,897 | |
| 8 | IFF |
International Flavors & Fragrances Inc
|
9,439 | $747,757 |
All Filings in AXTA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,105,340 | 32,301 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $808,840 | 29,200 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $862,838 | 26,705 | Shares | Sole | 2026-01-21 | |
| 2024-12-31 | $1,352,887 | 39,535 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $267,806 | 7,400 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $362,031 | 10,595 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $984,688 | 28,987 | Shares | Sole | 2024-01-22 | |
| 2023-06-30 | $830,880 | 25,324 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $255,948 | 10,049 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $241,021 | 10,901 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $881,124 | 26,604 | Shares | Other | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||