Axalta Coating Systems Ltd. (AXTA) Merger With Akzo Nobel Offers Cost-Saving Potential, Ariel Global Fund Says
Ariel Investments, an investment management company, released its "Ariel Global Fund" Q3 2026 investor letter.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | D E Shaw D. E. Shaw | 6,547,107 | $224,042,001 | +28% | 0.11% |
| 2. | Millennium Management Israel Englander | 5,466,995 | $187,080,569 | +32% | 0.07% |
| 3. | Sessa Capital John Petry | 3,539,329 | $121,115,838 | +60% | 2.03% |
| 4. | Ariel Investments John W. Rogers | 3,462,010 | $118,469,981 | -1% | 1.18% |
| 5. | Lakewood Capital Management Anthony Bozza | 3,423,648 | $117,157,235 | +19% | 6.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.58 | 400 | $10,632.00 | 41,973 | 2023-09-13 | Filing | |
| $26.81 | 1,500 | $40,215.00 | 6,000 | 2023-09-12 | Filing | |
| $27.38 | 36,600 | $1,002,108.00 | 36,600 | 2023-09-06 | Filing | |
| $29.67 | 33,710 | $1,000,175.70 | 68,150 | 2023-08-04 | Filing | |
| $29.55 | 2,500 | $73,875.00 | 4,500 | 2023-03-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $31.06 | 3,194 | $99,205.64 | 12,087 | 2025-08-19 | Filing | |
| $37.57 | 10,457 | $392,869.49 | 74,905 | 2025-02-10 | Filing | |
| $31.99 | 10,500 | $335,895.00 | 14,656 | 2023-12-04 | Filing | |
| $31.19 | 7,500 | $233,925.00 | 44,408 | 2023-11-17 | Filing | |
| $30.88 | 17,915 | $553,215.20 | 19,420 | 2023-11-14 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 683,289 | $21,974,568 | 1.11% | |
| 2. | 500,700 | $16,102,512 | 1.15% | |
| 3. | 205,470 | $6,608,042 | 0.3% | |
| 4. | 129,997 | $4,180,704 | 0.07% | |
| 5. | 77,989 | $2,508,126 | 0.02% |