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LAKEWOOD CAPITAL MANAGEMENT, LP: AXTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKEWOOD CAPITAL MANAGEMENT, LP on AXTA, newest first. How the timeline and the estimate are built.

LAKEWOOD CAPITAL MANAGEMENT, LP held 3,423,648 AXTA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,423,648 shares
    Change vs previous 13F +528,000 shares

    6.08% of the 13F portfolio, value $117,157,235.

    13F-HR 0001172661-26-003656 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,895,648 shares
    Change vs previous 13F +966,000 shares

    5.15% of the 13F portfolio, value $80,209,450.

    13F-HR 0001172661-26-002096 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,929,648 shares
    Change vs previous 13F +742,000 shares

    4.34% of the 13F portfolio, value $62,346,927.

    13F-HR 0001172661-26-000848 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,187,648 shares
    Change vs previous 13F +302,751 shares

    2.57% of the 13F portfolio, value $33,990,486.

    13F-HR 0001172661-25-004842 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 884,897 shares
    Change vs previous 13F 0 shares

    2% of the 13F portfolio, value $26,272,592.

    13F-HR 0001172661-25-003327 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 884,897 shares
    Change vs previous 13F +57,000 shares

    2.62% of the 13F portfolio, value $29,352,033.

    13F-HR 0001172661-25-002040 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 827,897 shares
    Change vs previous 13F -70,000 shares

    2.66% of the 13F portfolio, value $28,330,635.

    13F-HR 0001172661-25-000910 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 897,897 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $32,494,892.

    13F-HR 0001172661-24-004765 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).