PCM
AXTA icon

Parsifal Capital Management’s Axalta AXTA Stock Holding History

Parsifal Capital Management’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.6M Sell
1,863,336
-321,019
-15% -$10.2M 6.08% 6
2025
Q4 		$70.6M Buy
+2,184,355
New +$64.1M 5.79% 8
2021
Q4 		– Sell
-1,991,514
Closed -$58.1M – 16
2021
Q3 		$58.1M Sell
1,991,514
-453,244
-19% -$13.6M 3.97% 13
2021
Q2 		$74.5M Buy
2,444,758
+435,357
+22% +$13.8M 6.09% 9
2021
Q1 		$59.4M Buy
2,009,401
+1,446,901
+257% +$41.4M 5.27% 10
2020
Q4 		$16.1M Buy
+562,500
New +$15.3M 2% 15

Other funds holding AXTA

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Parsifal Capital Management's AXTA Position: Q1 2026 in Review

Parsifal Capital Management reduced its Axalta (AXTA) stake by 15% in Q1 2026, selling an estimated $10.2M and leaving 1,863,336 shares worth $51.6M. The position accounts for 6.08% of the portfolio, ranked #6.

Parsifal Capital Management first reported a position in AXTA in Q4 2020 and has held it in 6 quarters since. The position peaked at $74.5M in Q2 2021. 380 funds tracked by Wall St. Rank hold AXTA as of Q1 2026.

  • Parsifal Capital Management held 1,863,336 shares of Axalta worth $51.6M as of Q1 2026.
  • Parsifal Capital Management sold 321,019 Axalta shares in Q1 2026, an estimated $10.2M.
  • Axalta made up 6.08% of Parsifal Capital Management's portfolio in Q1 2026, its #6 holding.
  • Parsifal Capital Management first reported a position in Axalta in Q4 2020 and has held it in 6 quarters since.
  • Parsifal Capital Management's Axalta position peaked at $74.5M in Q2 2021.
  • 380 funds tracked by Wall St. Rank held Axalta as of Q1 2026.

Based on Parsifal Capital Management's 13F filing for Q1 2026, filed 15 May 2026.