John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
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 3,466,960 1.07 Reduce 28.73% 0.49 $24.94–35.72 · VW $31.69i $96,034,792 SEC
2025   Q4 4,864,546 1.70 Add 16.13% 0.24 $26.28–33.11 · VW $29.57i $157,173,482 SEC
2025   Q3 4,188,961 1.28 Add 5.20% 0.06 $27.37–32.39 · VW $29.66i $119,888,064 SEC
2025   Q2 3,981,974 1.34 Reduce 3.48% 0.06 $27.70–33.88 · VW $31.03i $118,224,808 SEC
2025   Q1 4,125,561 1.62 Reduce 2.08% 0.03 $32.13–38.37 · VW $35.30i $136,844,858 SEC
2024   Q4 4,213,212 1.56 Reduce 2.79% 0.05 $33.68–41.65 · VW $37.59i $144,176,115 SEC
2024   Q3 4,334,088 1.63 Reduce 1.65% 0.03 $33.43–37.78 · VW $35.64i $156,850,645 SEC
2024   Q2 4,406,964 1.66 Reduce 1.54% 0.02 $30.41–36.98 · VW $34.06i $150,585,959 SEC
2024   Q1 4,475,887 1.54 Reduce 6.35% 0.10 $30.40–34.53 · VW $32.75i $153,925,755 SEC
2023   Q4 4,779,430 1.65 Reduce 7.06% 0.11 $25.03–34.45 · VW $29.76i $162,357,237 SEC
2023   Q3 5,142,681 1.49 Reduce 8.59% 0.15 $25.97–33.68 · VW $29.63i $138,338,119 SEC
2023   Q2 5,626,019 1.77 Reduce 12.56% 0.24 $28.88–33.08 · VW $30.91i $184,589,683 SEC
2023   Q1 6,434,450 1.90 Reduce 9.36% 0.17 $25.32–32.56 · VW $29.50i $194,899,490 SEC
2022   Q4 7,098,942 1.84 Reduce 1.33% 0.02 $20.66–27.25 · VW $24.39i $180,810,053 SEC
2022   Q3 7,194,786 1.66 Reduce 1.00% 0.02 $20.95–27.19 · VW $24.36i $151,521,000 SEC
2022   Q2 7,267,291 1.60 Reduce 1.78% 0.03 $21.99–28.56 · VW $25.39i $160,679,000 SEC
2022   Q1 7,398,739 1.61 Add 23.76% 0.31 $21.67–34.12 · VW $27.12i $181,861,000 SEC
2021   Q4 5,978,086 1.67 Add 3.92% 0.06 $28.65–33.63 · VW $31.41i $197,994,000 SEC
2021   Q3 5,752,561 1.54 Add 3.10% 0.05 $26.42–31.94 · VW $29.54i $167,917,000 SEC
2021   Q2 5,579,702 1.60 Add 16.32% 0.22 $29.15–34.20 · VW $31.81i $170,125,000 SEC
2021   Q1 4,796,899 1.40 Buy 1.40 $26.55–31.48 · VW $28.46i $141,892,000 SEC
Price snapshot:
Current price$32.07
Avg. buy price$29.29
+/- since buy9.48%
52-week low$24.94
52-week high$35.72