
What smart money is saying about Exor N.V.
2 funds in our archive have pitched Exor N.V. — most recently Overstone Global All Cap Value Fund in December 2025.
Exor N.V., together with its subsidiaries, engages in the luxury goods, automotive, agricultural equipment, construction equipment, commercial vehicles, and professional football businesses. The company designs, engineers, produces, and sells luxury performance sports cars under the Ferrari brand. It also offers automotive vehicles and mobility solutions under the Abarth, Alfa Romeo, Chrysler, Citroen, Dodge, DS, Fiat, Fiat Professional, Jeep, Lancia, Maserati, Mopar, Opel, Peugeot, Ram, and Vauxhall brands; and retail and dealer financing, and rental services for the automotive sector, as well as sells service parts. In addition, the company designs, produces, markets, sells, and finances agricultural and construction equipment, trucks, commercial vehicles, buses, engines, and car spare parts. Further, it manages professional football teams; publishes The Economist, La Repubblica and La Stampa, Il Secolo XIX, and other newspapers and magazines; offers digital and advertising, and conference and electronic services; and operates three national radio stations, including Radio Deejay. Additionally, the company provides furniture, homeware, apparel, leather goods, jewelry, and accessories; and offers footwear. It operates in the Netherlands, the United States, Brazil, Canada, Poland, Serbia, Turkey, Mexico, Argentina, the Czech Republic, India, China, Australia, and South Africa. The company was founded in 1899 and is headquartered in Amsterdam, the Netherlands. Exor N.V. is a subsidiary of Giovanni Agnelli B.V.
Fund coverage · 2 theses
- Overstone Global All Cap Value FundDecember 2025
Exor is a diversified holding company with aligned management, a strong compounding track record, and a share price trading at a large discount to its sum-of-the-parts value.
Read the full thesis - East 72 Dynasty TrustSeptember 2025
Exor is facing a triple discount but may close its NAV gap through strategic asset divestments and capital liberation over the next few years.
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