What smart money is saying about Corteva
1 fund in our archive has pitched Corteva — most recently Cooper Investors Global Equities Fund (Hedged) in June 2026.
Corteva, Inc. operates in the agriculture business. The company operates through two segments, Seed and Crop Protection. The Seed segment develops and supplies advanced germplasm and traits that produce optimum yield for farms. It offers trait technologies that enhance resistance to weather, disease, insects, and herbicides used to control weeds, as well as food and nutritional characteristics. This segment also provides digital solutions that assist farmer decision-making with a view to optimize product selection, and maximize yield and profitability. The Crop Protection segment offers products that protect against weeds, insects and other pests, and diseases, as well as enhances crop health above and below ground through nitrogen management and seed-applied technologies. This segment provides herbicides, insecticides, nitrogen stabilizers, and pasture and range management herbicides. It serves agricultural input industry. The company operates in the United States, Canada, Latin America, the Asia Pacific, Europe, the Middle East, and Africa. Corteva, Inc. was founded in 1802 and is headquartered in Indianapolis, Indiana.
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Position history
Between Q1 2026 and Q3 2026, 7 fund letters reported a position in Corteva, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 3 | 1 | 0 | 1 |
| Q1 2026 | 2 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 7 positions · 1 move
- September 2026
“Corteva, Inc. United States 2.6 Chemicals”
Corteva - September 2026
“Albemarle Corp. United States 1.1 Chemicals Corteva, Inc. United States 2.8 Chemicals”
Corteva - June 2026
“Relative contributors and detractors are based on attribution total effect and exclude benchmark securities not held in the portfolio. Corteva, the seed and crop protection company, was one of the largest detractors during the period.”
Corteva - June 2026
“Corteva, the seed and crop protection company, was one of the largest detractors during the period.”
Corteva - New positionCooper Investors Global Equities Fund (Unhedged)June 2026
“We have increased our focus on reversionary opportunities and over the quarter initiated investments in two new businesses – Daikin Industries (6367) and Corteva (CTVA).”
Corteva - March 2026
“Albemarle Corp. United States 2.7 Chemicals Corteva, Inc. United States 3.9 Chemicals”
Corteva - March 2026
“Portfolio Holdings Data as of March 31, 2026. Source: FactSet, Hardman Johnston Global Advisors LLC®. The data shown is of a representative portfolio for the Hardman Johnston Select Equity strategy and is for informational purposes only and is not indicative of future portfolio characteristics/returns. Actual results may vary for each client due to specific client guidelines and other factors. The representative portfolio was chosen as most representative of the Select Equity strategy. Future investments may or may not be profitable. C ountry We ig ht ( %) Indus try Communicat ion Serv ices 8.1 Alphabet Inc. United States 7.1 Interactive Media & Services Comcast Corp. United States 0.9 Diversified Telecommunication Services Versant Media Group, Inc. United States 0.1 Media Consumer Discret ionary 2.7 SharkNinja, Inc. United States 2.7 Household Durables Consumer St aples 0.8 Estee Lauder Companies Inc. United States 0.8 Personal Care Products Energy 1.9 Cameco Corporation Canada 1.9 Oil, Gas & Consumable Fuels Financials 9.7 Charles Schwab Corp United States 3.0 Capital Markets Marsh & McLennan Cos. Inc. United States 3.0 Insurance Mastercard Inc. United States 3.8 Financial Services H ealt h Care 17.9 AstraZeneca plc United Kingdom 3.5 Pharmaceuticals Becton, Dickinson & Co. United States 1.4 Health Care Equipment & Supplies Edwards Lifesciences Corp. United States 2.8 Health Care Equipment & Supplies Illumina, Inc. United States 2.0 Life Sciences Tools & Services IQVIA Holdings Inc. United States 1.9 Life Sciences Tools & Services Medtronic plc United States 1.7 Health Care Equipment & Supplies UnitedHealth Group Inc. United States 1.0 Health Care Providers & Services Vertex Pharmaceuticals Inc. United States 3.2 Biotechnology Waters Corporation United States 0.5 Life Sciences Tools & Services I ndust rials 23.4 Automatic Data Processing, Inc. United States 1.5 Professional Services Curtiss-Wright Corporation United States 5.9 Aerospace & Defense Howmet Aerospace, Inc. United States 7.0 Aerospace & Defense Stanley Black & Decker Inc. United States 2.0 Machinery Vertiv Holdings Co. United States 7.0 Electrical Equipment I nformat ion Technology 25.3 Adobe Inc. United States 1.2 Software Advanced Energy Industries United States 4.3 Electronic Equipment, Instruments & Components Apple Inc. United States 5.0 Technology Hardware, Storage & Peripherals ASML Holding N.V. Netherlands 4.0 Semiconductors & Semiconductor Equipment Microsoft Corp. United States 3.4 Software NVIDIA Corp. United States 6.0 Semiconductors & Semiconductor Equipment Universal Display Corp. United States 1.5 Semiconductors & Semiconductor Equipment Mat erials 6.5 Albemarle Corp. United States 1.6 Chemicals Corteva, Inc. United States 3.2 Chemicals”
Corteva
Fund coverage · 1 thesis
Corteva is restructuring by spinning off its Seeds business, which the fund views as an underappreciated high-return oligopoly.
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