John Rogers trimmed AXTA · AXALTA COATING SYSTEMS LTD.
$108M · now 1.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 13
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$37 now
OUR VALUE
$37 today
low $30mid $40high $49
3 models, as of 2026-11-13.
They sold inside our value range.
Margin of Safety Weekly
Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.