Jeremy Grantham's AXTA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 323,578 shares of Axalta Coating Systems Ltd. (AXTA) worth $11.07 M, representing 0.02% of the portfolio. First purchased in 2019-Q4, this short-term holding has been held for 4 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in AXTA for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2020, adding 697,057 shares. Largest reduction occurred in Q2 2020, reducing 1.53 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Axalta Coating Systems (AXTA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Axalta Coating Systems (AXTA) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +323,578 | New Buy | 323,578 | $34.22 |
| Q2 2020 | -1.53 M | Sold Out | 0 | $0.00 |
| Q1 2020 | +697,057 | Add 83.44% | 1.53 M | $17.27 |
| Q4 2019 | +835,444 | New Buy | 835,444 | $30.40 |
Jeremy Grantham's Axalta Coating Systems Investment FAQs
Jeremy Grantham first purchased Axalta Coating Systems Ltd. (AXTA) in Q4 2019, acquiring 835,444 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Axalta Coating Systems Ltd. (AXTA) for 4 quarters since Q4 2019.
Jeremy Grantham's largest addition to Axalta Coating Systems Ltd. (AXTA) was in Q4 2019, adding 835,444 shares worth $25.4 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 323,578 shares of Axalta Coating Systems Ltd. (AXTA), valued at approximately $11.07 M.
As of the Q2 2026 filing, Axalta Coating Systems Ltd. (AXTA) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Axalta Coating Systems Ltd. (AXTA) was 1,532,501 shares, as reported at the end of Q1 2020.