Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-7,000
Closed -$232K 2731
2021
Q4
$232K Buy
+7,000
New +$222K ﹤0.01% 3823
2016
Q4
Sell
-42,900
Closed -$1.21M 3075
2016
Q3
$1.21M Buy
+42,900
New +$1.2M ﹤0.01% 1823

Other funds holding AXTA

John Overdeck's AXTA Position: Q2 2026 in Review

John Overdeck reduced its Axalta (AXTA) stake by 11% in Q2 2026, selling an estimated $304K and leaving 80,900 shares worth $2.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

John Overdeck first reported a position in AXTA in Q4 2014 and has held it in 39 quarters since. The position peaked at $86.8M in Q2 2021. 358 funds tracked by Wall St. Rank hold AXTA as of Q2 2026.

  • John Overdeck held 80,900 shares of Axalta worth $2.77M as of Q2 2026.
  • John Overdeck sold 10,100 Axalta shares in Q2 2026, an estimated $304K.
  • Axalta made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2696 holding.
  • John Overdeck first reported a position in Axalta in Q4 2014 and has held it in 39 quarters since.
  • John Overdeck's Axalta position peaked at $86.8M in Q2 2021.
  • 358 funds tracked by Wall St. Rank held Axalta as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.