Position in AXTA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$109,846
-$66,049 QoQ
Shares Held
3,210
-49.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#258
of 356 holders
Holding Since
Mar 2026
2 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, 2026Bayforest Capital Ltd holds $2,304,936 across 16 Specialty Chemicals names. AXTA ranks #11 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRM |
Perimeter Solutions, Inc.
|
14,719 | $524,732 | |
| 2 | FUL |
Fuller H B Co
|
3,728 | $217,305 | |
| 3 | WLK |
Westlake Corp
|
2,728 | $199,144 | |
| 4 | CLMT |
Calumet, Inc. /DE
|
4,229 | $152,328 | |
| 5 | ASH |
Ashland Inc.
|
2,239 | $147,527 | |
| 6 | ALB |
Albemarle Corp
|
1,076 | $145,292 | |
| 7 | SHW |
Sherwin Williams Co
|
417 | $143,581 | |
| 8 | SXT |
Sensient Technologies Corp
|
1,091 | $134,509 |
All Filings in AXTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,846 | 3,210 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $175,895 | 6,350 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||