What smart money is saying about Corteva
CTVA
No fund has written a full thesis on Corteva in our archive, but 4 fund letters report a position in it — most recently Aristotle Value Equity Strategy in June 2026.
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4
Reported positions
0
Bought
0
Sold
4
Letters
Position history
Between Q1 2026 and Q2 2026, 4 fund letters reported a position in Corteva, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
Fund activity · 4 positions
- 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 - 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
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