Security

AXTA

Axalta Coating Sys Ltd · COM

CUSIP G0750C108 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity →
owners 10
max % 1.1%
tracked value $1.1B
qoq N 0 A 2 R 8

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
John Rogers - Ariel Investments, LLC 2026 Q1 1.1% Reduce -0.62 pp 3,466,960 $96M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.03 pp 5,130,258 $142M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Reduce -0.02 pp 4,159,939 $115M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.03 pp 382,533 $11M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.03 pp 647,511 $18M hist
Vanguard Group Inc. 2025 Q4 0.0% Reduce 0.00 pp 20,677,793 $668M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 250,764 $7M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add 0.00 pp 111,294 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 488,586 $14M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 247 $7 hist

10 tracked managers · options excluded

financials

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

Income statement

line 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

line 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

line 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 · CIK 0001616862

ownership over time

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