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AXTA

2 quarters

Position history for BABaupost Group LLC's holdings in Axalta Coating Systems Ltd.

Yes. The Baupost Group holds 2,506,031 shares of AXTA (Axalta Coating Systems), worth $80.6M, as of its Q3 2026 13F filing. It increased the position by 1,231,675 shares (+96.7%) from Q2 2026. The Baupost Group has held AXTA since Q2 2026, across 2 quarterly 13F filings. AXTA is 1.6% of The Baupost Group's reported 13F portfolio.

Current Value

$80.6M

Current Shares

2.5M

Total Value Change

+$37M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
2.5M
+96.7%
$80.6M1.6%$32.16
76
2026-Q2
New
1.3M
-
$43.6M0.8%$34.22
58

Other major holders of AXTA: Artisan Partners Limited Partnership, Vanguard Group Inc., BlackRock Finance, Inc.

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