Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
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
2023   Q2 0 0.00 Sell 100.00% 0.29 $28.88–33.08 · VW $30.91i SEC
2023   Q1 163,377 0.29 Reduce 68.64% 0.52 $25.32–32.56 · VW $29.50i $4,948,689 SEC
2022   Q4 521,000 0.76 Reduce 28.97% 0.27 $20.66–27.25 · VW $24.39i $13,269,870 SEC
2022   Q3 733,500 0.92 $21.06 $15,448,000 SEC
2022   Q2 733,500 0.86 $22.11 $16,218,000 SEC
2022   Q1 733,500 0.81 $24.58 $18,029,000 SEC
2021   Q4 733,500 0.98 $33.12 $24,294,000 SEC
2021   Q3 733,500 0.91 $29.19 $21,411,000 SEC
2021   Q2 733,500 0.95 $30.49 $22,364,000 SEC
2021   Q1 733,500 0.97 $29.58 $21,697,000 SEC
2020   Q4 733,500 0.90 $28.55 $20,941,000 SEC
2020   Q3 733,500 0.77 $22.17 $16,262,000 SEC
2020   Q2 733,500 0.83 Reduce 8.17% 0.06 $15.43–25.57 · VW $20.94i $16,540,000 SEC
2020   Q1 798,800 0.74 Reduce 1.82% 0.02 $12.92–31.26 · VW $23.09i $13,795,000 SEC
2019   Q4 813,575 0.99 $30.40 $24,733,000 SEC
2019   Q3 813,575 1.03 Reduce 2.63% 0.03 $26.65–32.20 · VW $29.70i $24,529,000 SEC
2019   Q2 835,575 1.02 Reduce 0.59% <0.01 $23.34–30.72 · VW $26.76i $24,875,000 SEC
2019   Q1 840,575 0.91 Add 2.93% 0.03 $22.73–27.29 · VW $25.70i $21,191,000 SEC
2018   Q4 816,675 0.91 Add 5.38% 0.05 $21.58–29.56 · VW $24.94i $19,127,000 SEC
2018   Q3 774,950 0.96 Add 2.31% 0.02 $28.86–30.93 · VW $30.02i $22,598,000 SEC
2018   Q2 757,450 1.01 $30.31 $22,958,000 SEC
2018   Q1 757,450 1.04 Add 288.44% 0.77 $28.92–33.30 · VW $31.17i $22,867,000 SEC
2017   Q4 195,000 0.28 Add 160.00% 0.17 $28.04–38.20 · VW $32.43i $6,310,000 SEC
2017   Q3 75,000 0.10 Buy 0.10 $27.77–33.60 · VW $29.98i $2,169,000 SEC
Price snapshot:
Current price$32.07
52-week low$24.94
52-week high$35.72