Polymer Capital Management’s Axalta AXTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$927K	Sell	31,208 -36,604	-54%	-$1.09M	0.11%	132
2025 Q1	$2.25M	Sell	67,812 -105,585	-61%	-$3.5M	0.58%	31
2024 Q4	$5.93M	Buy	+173,397	New	+$5.93M	1.6%	10