Follow-The-Filings

Security · featured owners

AXTA Axalta Coating Sys Ltd

Consumer Discretionary COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 1.2%
  • $178M
  • 2 new 1 reduce

Who owns this now

Largest portfolio weights among featured holders · max 1.2% (John Rogers - Ariel Investments) · not free-float ownership

  1. John Rogers reduce 1.2%
  2. Seth Klarman new 0.81%
  3. Farallon Capital Management new 0.08%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
John Rogers - Ariel Investments 2026 Q2 1.2% Reduce −0.1% 3,462,010 $118M history
Seth Klarman - Baupost Group 2026 Q2 0.81% New 0.81% 1,274,356 $44M history
Farallon Capital Management 2026 Q2 0.08% New 0.08% 478,000 $16M history

3 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 12 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.07,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
DEFA14A Filing Doc
8-K 5.07 Filing Doc
8-K 1.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
10-K Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 4 rows shown

Filed Form Detail Links
4 Period Aug 14, 2026 Filing Doc
4 Period Aug 1, 2026 Filing Doc
4 Period Mar 3, 2026 · 16 forms Filing Doc
4 Period Feb 28, 2026 · 6 forms Filing Doc

Updated 10 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $5.18B $5.28B $5.12B
Gross profit * $1.62B $1.8B $1.76B
Gross margin * 31.2% 34.1% 34.4%
Net income $267.4M $391M $378M
Net margin * 5.2% 7.4% 7.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.82B $2.72B $2.82B
Total non-current assets * $4.45B $4.53B $4.78B
Total assets $7.27B $7.25B $7.6B
Total current liabilities $1.43B $1.35B $1.37B
Total non-current liabilities * $4.07B $3.94B $3.84B
Total equity $1.73B $1.91B $2.35B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $575.3M $576M $649M
Cash from investing -$205.7M -$440M -$212M
Cash from financing -$315M -$201M -$401M
Net change in cash * $54.6M -$65M $36M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders