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What smart money is saying about ExorNetherlands flag

EXO.MI · Consumer Cyclical · Auto - Manufacturers · Market cap $0

1 fund in our archive has pitched Exor — most recently East 72 Dynasty Trust in September 2025.

Company profile

Exor N.V. operates as a diversified holding company with significant interests across several sectors, including luxury goods, the automotive industry, agricultural and construction equipment, commercial vehicles, and professional sports. Its extensive portfolio encompasses the iconic Ferrari brand, for which it meticulously designs, engineers, manufactures, and markets high-performance luxury sports cars. Beyond Ferrari, Exor provides a broad spectrum of automotive vehicles and mobility solutions through numerous respected marques such as Abarth, Alfa Romeo, Chrysler, Citroen, Dodge, DS, Fiat, Fiat Professional, Jeep, Lancia, Maserati, Mopar, Opel, Peugeot, Ram, and Vauxhall. The company enhances its vehicle offerings with comprehensive financial services for retail clients and dealerships, automotive rental solutions, and the distribution of service parts. Additionally, Exor is actively involved in the design, production, marketing, sales, and financing of agricultural and construction machinery, alongside trucks, buses, commercial vehicles, engines, and automotive spare components. Its operations also extend to managing professional football teams and a substantial media division. This media segment includes the publication of well-known titles like The Economist, La Repubblica, La Stampa, and Il Secolo XIX, in addition to various other newspapers and magazines. It further provides digital, advertising, conference, and electronic services, and operates three national radio stations, notably Radio Deejay. The luxury goods division also includes furniture, homeware, apparel, leather products, jewelry, accessories, and footwear. Founded in 1899 and headquartered in Amsterdam, the Netherlands, Exor N.V. maintains a global presence, conducting business in numerous countries including the Netherlands, the United States, Brazil, Canada, Poland, Serbia, Turkey, Mexico, Argentina, the Czech Republic, India, China, Australia, and South Africa. Exor N.V. functions as a subsidiary of Giovanni Agnelli B.V.

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1
Reported positions
0
Bought
1
Sold
2
Letters

Position history

Between Q3 2025 and Q2 2026, 1 fund letter reported a position in Exor1 trimmed or exited.

Fund letters reporting a position in Exor, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261010
Q3 20250001

Fund activity · 1 position · 1 move

  • TrimmedEast72 Dynasty Trust
    June 2026

    Listed in East72 Dynasty Trust’s reported holdings.

    Read the letterExor

Fund coverage · 1 thesis

  • East 72 Dynasty Trust
    September 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.

    Read the full thesis

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