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AXTA —
AXALTA COATING SYS LTD
CUSIP: G0750C108 · Held by 4 superinvestors · Combined value: $276,125,494
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | John Rogers | 1.7% | $157,173,482 | 4,864,546 | ADD | +675,585 |
| 2 | Ken Griffin | 0.0% | $82,808,495 | 2,562,937 | REDUCE | -1,802,998 |
| 3 | Alex Roepers | 18.6% | $33,085,440 | 1,024,000 | ADD | +260,000 |
| 4 | Ray Dalio | 0.0% | $3,058,077 | 94,648 | REDUCE | -43,041 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Alex Roepers | ADD | +260,000 | +34.0% |
| John Rogers | ADD | +675,585 | +16.1% |
| Ken Griffin | REDUCE | -1,802,998 | -41.3% |
| Ray Dalio | REDUCE | -43,041 | -31.3% |
| Jim Simons | SOLD | -243,100 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Alex Roepers | NEW BUY | +764,000 | New |
| Ray Dalio | NEW BUY | +137,689 | New |
| John Rogers | ADD | +206,987 | +5.2% |
| Ken Griffin | ADD | +349,462 | +8.7% |
| Jim Simons | REDUCE | -371,300 | -60.4% |
| Lee Ainslie | SOLD | -20,434 | Exit |
Who Owns AXTA? Superinvestor Holdings
AXALTA COATING SYS LTD is held by 4 tracked superinvestors, with a combined position value of $276 million . The largest positions are held by John Rogers (1.7% of portfolio), Ken Griffin (0.0% of portfolio), Alex Roepers (18.6% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 2 reduced or exited.