Geopolitics Alpha

Axalta Coating Systems (AXTA): filings, insider buys & geopolitical news

AXTA geopolitical news and exposure. AXTA appears in 0 Geopolitics Alpha notes. No notes are stored for this page yet.

Government contracts

No federal prime contract obligations are matched to Axalta Coating Systems in USAspending.gov for the last five years, and no Department of Defense contract announcements name it in the past year. See the largest government contractors.

AXTA share price, last 12 months

Close $34.16 on Sep 11, 2026, +17.6% since Oct 24, 2025 (range $25.44 to $37.03, daily closes).

Company facts

Ticker
AXTA (NYSE)
Sector
Materials
Industry (SEC SIC code)
Paints, Varnishes, Lacquers, Enamels & Allied Prods (2851)

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for Axalta Coating Systems (AXTA)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

4 of the tracked billionaire portfolios reported AXTA in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
John Rogers Ariel Investments1.18%$118.5MNo changeQ2 2026
Seth Klarman Baupost Group0.81%$43.6MNew positionQ2 2026
Mario Gabelli GAMCO Investors0.04%$4.3MNo changeQ2 2026
Ray Dalio Bridgewater Associates0.01%$1.7MReduced 54%Q2 2026

Latest geopolitical & market news

None on record yet.

Peers: Paints, Varnishes, Lacquers, Enamels & Allied Prods

CompanyTickerFederal contracts, 12 months
PPG IndustriesPPG$31.2M

Biggest government contractors in Materials: Parker-Hannifin ($340.1M), Perimeter Solutions ($281.0M), Olin ($198.2M), Air Products and Chemicals ($93.0M), Largo ($60.1M), United States Antimony ($47.4M), PPG Industries ($31.2M), Cleveland-Cliffs ($0).

Congressional trades in AXTA

Trades in AXTA that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for AXTA

Everything on AXTA, newest first

No original notes are listed on this page yet.

Frequently asked questions

Does Axalta Coating Systems have government contracts?

No federal prime contract obligations are matched to Axalta Coating Systems (AXTA) in USAspending.gov for the last five years. Subcontracts are not included.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects AXTA?

This page lists every Geopolitics Alpha note that names AXTA as exposed to an event, with the reason it is exposed.

Has Congress traded AXTA?

The table above lists trades in AXTA that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.