
What smart money is saying about CNH
1 fund in our archive has pitched CNH — most recently Exor in June 2026.
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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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.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionBrandes IP International Equity FundJune 2026
“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
- ExorJune 2026
CNH is transforming into a precision-agriculture technology leader supported by structural demand for productivity-enhancing solutions.
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