Leeward Investments, LLC - MA

Position in AXTA — Axalta Coating Systems Ltd.

CIK 1923173 BOSTON, MA

Position in AXTA

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$24,344,381

+$3,944,716 QoQ

Shares Held

711,408

-3.4% QoQ

Ownership

0.332%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#52

of 359 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Basic Materials · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $72,730,706 across 5 Specialty Chemicals names. AXTA ranks #1 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXTA	Axalta Coating Systems Ltd. This page	711,408	$24,344,381
2	CBT	Cabot Corp	220,156	$19,994,567
3	NGVT	Ingevity Corp	162,534	$12,136,413
4	IOSP	Innospec Inc.	125,308	$10,198,818
5	IFF	International Flavors & Fragrances Inc	76,452	$6,056,527

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,344,381	711,408	-3.4%	Shares	Sole	2026-07-30
2026-03-31	$20,399,665	736,450	-2.9%	Shares	Sole	2026-04-17
2025-12-31	$24,514,178	758,718	+74.3%	Shares	Sole	2026-02-05
2025-09-30	$12,461,262	435,404	+31.1%	Shares	Sole	2025-11-07
2025-06-30	$9,861,919	332,163	-30.3%	Shares	Sole	2025-07-31
2025-03-31	$15,818,872	476,903	-4.0%	Shares	Sole	2025-04-29
2024-12-31	$17,006,244	496,968	-5.3%	Shares	Sole	2025-02-04
2024-09-30	$18,992,077	524,788	-38.7%	Shares	Sole	2024-10-31
2024-06-30	$29,270,602	856,617	+1.1%	Shares	Sole	2024-07-19
2024-03-31	$29,148,173	847,577	-21.8%	Shares	Sole	2024-04-19
2023-12-31	$36,825,654	1,084,064	-1.7%	Shares	Sole	2024-02-02
2023-09-30	$29,662,414	1,102,692	+21.0%	Shares	Sole	2023-10-11
2023-06-30	$29,895,290	911,164	-4.7%	Shares	Sole	2023-07-27
2023-03-31	$28,975,080	956,589	-3.1%	Shares	Sole	2023-04-20
2022-12-31	$25,150,835	987,469	-0.9%	Shares	Sole	2023-02-02
2022-09-30	$20,984,373	996,409	-1.3%	Shares	Sole	2022-10-24
2022-06-30	$22,328,048	1,009,862	+0.7%	Shares	Sole	2022-07-19
2022-03-31	$24,661,753	1,003,326	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.