Polymer Capital Management (US) LLC
Position in AXTA — Axalta Coating Systems Ltd.
CIK 1973324
NEW YORK, NY
Position in AXTA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$285,448
-$700,879 QoQ
Shares Held
10,305
-66.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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, 2026Polymer Capital Management (US) LLC holds $8,107,100 across 7 Specialty Chemicals names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALB |
Albemarle Corp
|
31,562 | $4,261,816 | |
| 2 | WLK |
Westlake Corp
|
14,143 | $1,032,439 | |
| 3 | EMN |
Eastman Chemical Co
|
14,584 | $976,836 | |
| 4 | SOLS |
Solstice Advanced Materials Inc.
|
6,525 | $578,115 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
3,999 | $542,424 | |
| 6 | APD |
Air Products & Chemicals, Inc.
|
1,677 | $491,662 | |
| 7 | SHW |
Sherwin Williams Co
|
650 | $223,808 |
All Filings in AXTA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285,448 | 10,305 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $986,327 | 30,527 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,505,955 | 52,619 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $926,565 | 31,208 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,249,324 | 67,812 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,933,645 | 173,397 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||