Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-15,100
Closed -$500K 2732
2021
Q4
$500K Buy
+15,100
New +$479K ﹤0.01% 3260
2018
Q1
Sell
-17,400
Closed -$563K 3131
2017
Q4
$563K Buy
+17,400
New +$551K ﹤0.01% 2359
2016
Q4
Sell
-45,700
Closed -$1.29M 3076
2016
Q3
$1.29M Buy
+45,700
New +$1.28M ﹤0.01% 1780

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.