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What smart money is saying about CNHUnited Kingdom flag

CNH · Industrials · Agricultural - Machinery · Market cap $15.45B

1 fund in our archive has pitched CNH — most recently Exor in June 2026.

Company profile

CNH Industrial N.V. operates as a multinational producer of heavy-duty industrial machinery, specializing in a diverse portfolio that includes both agricultural and construction equipment. A testament to its legacy, the highly recognized Case IH brand has been a trusted partner to farmers for generations. The company's reach is extensive, supported by a robust global distribution network comprising over 3,600 dealer and distribution outlets. To boost accessibility and sales, CNH also operates a dedicated financial services division, offering retail financing directly to end-customers and crucial wholesale funding to its widespread dealer base.

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1
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Every position in CNH on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.

Fund letters reporting a position in CNH, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261101

Fund activity · 1 position · 1 move

  • “New purchases included agricultural equipment firm CNH Industrial, Ireland-based ingredients and flavoring business Kerry Group, Chinese gaming company NetEase, and Swedish household products company Essity.”
    CNH

Fund coverage · 1 thesis

  • Exor
    June 2026

    CNH is transforming into a precision-agriculture technology leader supported by structural demand for productivity-enhancing solutions.

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Read every full thesis on CNH

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