Seth Klarman's AXTA Position Overview
Seth Klarman (via Baupost Group Llc/Ma) currently holds 2.51 M shares of Axalta Coating Systems Ltd. (AXTA) worth $80.59 M, representing 1.60% of the portfolio. First purchased in 2026-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Seth Klarman has initiated a new position in AXTA, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2026, adding 1.23 M shares.
Analysis based on 13F filings available since 2013 Q2
Seth Klarman's Axalta Coating Systems (AXTA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Axalta Coating Systems (AXTA) Trades by Seth Klarman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +1.23 M | Add 96.65% | 2.51 M | $32.16 |
| Q2 2026 | +1.27 M | New Buy | 1.27 M | $34.22 |
Seth Klarman's Axalta Coating Systems Investment FAQs
Seth Klarman first purchased Axalta Coating Systems Ltd. (AXTA) in Q2 2026, acquiring 1,274,356 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman has held Axalta Coating Systems Ltd. (AXTA) for 2 quarters since Q2 2026.
Seth Klarman's largest addition to Axalta Coating Systems Ltd. (AXTA) was in Q2 2026, adding 1,274,356 shares worth $43.61 M.
According to the latest 13F filing for Q3 2026, Seth Klarman's firm, Baupost Group Llc/Ma, owns 2,506,031 shares of Axalta Coating Systems Ltd. (AXTA), valued at approximately $80.59 M.
As of the Q3 2026 filing, Axalta Coating Systems Ltd. (AXTA) represents approximately 1.60% of Seth Klarman's publicly disclosed stock portfolio, making it one of their key holdings.
Seth Klarman's peak holding in Axalta Coating Systems Ltd. (AXTA) was 2,506,031 shares, as reported at the end of Q3 2026.