Akzo Nobel NV

• AP Artisan Partners Artisan International Value Fund Quarterly Commentary ↗ Artisan International Value Fund added to Unilever after its McCormick transaction announcement and built new positions in Akzo Nobel, Axalta, Adidas and Coupang while selling Rentokil at estimated intrinsic value. The portfolio argues that Samsung’s AI-memory pricing and Coupang’s Korean cash generation support their valuations despite market volatility and company-specific setbacks. Q1 2026 ADDDF $30BAKZOY $11BAXTA $7.2B +5

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