Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Axalta Coating Systems Ltd. (AXTA)
← All AXTA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 382,533 0.03 Reduce 24.60% 0.01 $24.94–35.72 · VW $31.69i $10,596,164 SEC
2025   Q4 507,348 0.06 Add 228.96% 0.04 $26.28–33.11 · VW $29.57i $16,392,414 SEC
2025   Q3 154,227 0.02 Add 90.69% <0.01 $27.37–32.39 · VW $29.66i $4,413,977 SEC
2025   Q2 80,879 0.01 Add 58.98% <0.01 $27.70–33.88 · VW $31.03i $2,401,298 SEC
2025   Q1 50,875 0.01 Add 9.82% <0.01 $32.13–38.37 · VW $35.30i $1,687,524 SEC
2024   Q4 46,325 0.02 Reduce 59.65% 0.03 $33.68–41.65 · VW $37.59i $1,585,242 SEC
2024   Q3 114,810 0.04 Add 0.85% <0.01 $33.43–37.78 · VW $35.64i $4,154,974 SEC
2024   Q2 113,838 0.05 Add 176.74% 0.03 $30.41–36.98 · VW $34.06i $3,889,844 SEC
2024   Q1 41,136 0.02 Reduce 28.72% 0.01 $30.40–34.53 · VW $32.75i $1,414,667 SEC
2023   Q4 57,707 0.04 Add 272.81% 0.03 $25.03–34.45 · VW $29.76i $1,960,307 SEC
2023   Q3 15,479 <0.01 Add 87.90% <0.01 $25.97–33.68 · VW $29.63i $416,385 SEC
2023   Q2 8,238 <0.01 Add 0.01% $28.88–33.08 · VW $30.91i $270,289 SEC
2023   Q1 8,237 <0.01 Add 0.15% $25.32–32.56 · VW $29.50i $249,499 SEC
2022   Q4 8,225 <0.01 Buy <0.01 $20.66–27.25 · VW $24.39i $209,491 SEC
2022   Q3 0 0.00 Sell 100.00% 0.01 $20.95–27.19 · VW $24.36i SEC
2022   Q2 16,716 0.01 Reduce 37.92% <0.01 $21.99–28.56 · VW $25.39i $370,000 SEC
2022   Q1 26,928 0.02 Add 70.31% <0.01 $21.67–34.12 · VW $27.12i $662,000 SEC
2021   Q4 15,811 0.02 Reduce 81.16% 0.08 $28.65–33.63 · VW $31.41i $524,000 SEC
2021   Q3 83,910 0.10 Add 16.39% 0.01 $26.42–31.94 · VW $29.54i $2,449,000 SEC
2021   Q2 72,091 0.09 Add 209.01% 0.06 $29.15–34.20 · VW $31.81i $2,198,000 SEC
2021   Q1 23,330 0.03 Reduce 56.12% 0.03 $26.55–31.48 · VW $28.46i $690,000 SEC
2020   Q4 53,166 0.05 Add 33.29% 0.01 $22.31–29.88 · VW $26.77i $1,518,000 SEC
2020   Q3 39,888 0.03 Reduce 67.67% 0.06 $20.25–25.14 · VW $22.84i $884,000 SEC
2020   Q2 123,396 0.08 Reduce 57.92% 0.08 $15.43–25.57 · VW $20.94i $2,783,000 SEC
2020   Q1 293,271 0.14 Add 488.61% 0.12 $12.92–31.26 · VW $23.09i $5,065,000 SEC
2019   Q4 49,824 0.03 Reduce 33.62% 0.01 $27.98–30.71 · VW $29.36i $1,515,000 SEC
2019   Q3 75,064 0.04 Add 562.06% 0.03 $26.65–32.20 · VW $29.70i $2,263,000 SEC
2019   Q2 11,338 <0.01 Reduce 97.16% 0.14 $23.34–30.72 · VW $26.76i $338,000 SEC
2019   Q1 399,211 0.15 Buy 0.15 $22.73–27.29 · VW $25.70i $10,064,000 SEC
2017   Q2 0 0.00 Sell 100.00% 0.05 $30.67–34.10 · VW $31.82i SEC
2017   Q1 122,434 0.05 Buy 0.05 $27.20–33.06 · VW $29.98i $3,942,000 SEC
2016   Q1 0 0.00 Sell 100.00% <0.01 $20.67–29.66 · VW $25.40i SEC
2015   Q4 17,520 <0.01 Buy <0.01 $25.01–30.02 · VW $27.66i $467,000 SEC
Price snapshot:
Current price$32.07
Avg. buy price$31.73
+/- since buy1.09%
52-week low$24.94
52-week high$35.72