Leeward Investments, LLC - Ma / AXTA
Leeward Investments, LLC - Ma’s Axalta Coating Sys Ltd Position
Does Leeward Investments, LLC - Ma own Axalta Coating Sys Ltd (AXTA)? Yes — 736.5K shares worth $20M (+1.01% of its 13F portfolio) as of Q1 2026, down from 758.7K shares the prior filed quarter.
Position Value
$20M
Q1 2026
Shares
736.5K
% of Portfolio
+1.01%
Quarters Held
17
currently held
Position History AXTA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 736.5K | $20M | +1.01% |
| Q4 2025 | 758.7K | $25M | +1.24% |
| Q3 2025 | 435.4K | $12M | +0.64% |
| Q2 2025 | 332.2K | $10M | +0.52% |
| Q1 2025 | 476.9K | $16M | +0.84% |
| Q4 2024 | 497.0K | $17M | +0.85% |
| Q3 2024 | 524.8K | $19M | +0.88% |
| Q2 2024 | 856.6K | $29M | +1.34% |
| Q1 2024 | 847.6K | $29M | +1.29% |
| Q4 2023 | 1.08M | $37M | +1.73% |
| Q3 2023 | 1.10M | $30M | +1.52% |
| Q2 2023 | 911.2K | $30M | +1.40% |
| Q1 2023 | 956.6K | $29M | +1.32% |
| Q4 2022 | 987.5K | $25M | +1.11% |
| Q3 2022 | 996.4K | $21M | +1.00% |
| Q2 2022 | 1.01M | $22M | +1.02% |
| Q1 2022 | 1.00M | $25M | +0.98% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Leeward Investments, LLC - Ma’s full portfolio or all institutional holders of AXTA.