
What smart money is saying about Stellantis
1 fund in our archive has pitched Stellantis — most recently Exor in June 2026.
Stellantis N.V. engages in the designing, engineering, manufacturing, distribution, and sale of automobiles and light commercial vehicles, engines, transmission systems, and mobility services worldwide. It provides luxury and premium vehicles; sport utility vehicles; and parts and accessories. The company also provides contract services; retail and dealer financing services; and vehicle leasing and rental services, as well as engages in after-market parts and service businesses and data businesses. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, DS Automobiles, Dodge, Fiat, Jeep, Maserati, Ram Trucks, Opel, Lancia, Vauxhall, Peugeot, Free2move, Share Now, Leasys, and Comau brand names through distributors and dealers. The company has a strategic collaboration with Microsoft Corporation for the development of AI initiatives across sales, customer care, and operations. The company operates in North America, France, Brazil, Italy, Germany, the United Kingdom, Turkiye, Spain, Argentina, Belgium, Austria, the Netherlands, Portugal, Poland, Algeria, Morocco, Japan, China, and internationally. Stellantis N.V. was founded in 1899 and is based in Hoofddorp, the Netherlands.
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Position history
Between Q1 2025 and Q2 2026, 2 fund letters reported a position in Stellantis, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 1 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsExorJune 2026
“Among our four largest companies, Stellantis was the only one whose share price declined in the first six months, leading to a large impact on our NAV.”
Stellantis - March 2025
“Finally, multinational automotive manufacturing company, Stellantis N.V. detracted from results.”
Stellantis
Also mentioned · 2
These funds discuss Stellantis — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedOverstone Global Equity FundDecember 2025
“As the Agnelli family investment vehicle, much of Exor’s value can be traced back to Fiat. Over the past two decades, this legacy has been reshaped into three separately listed businesses: Ferrari, Stellantis and CNH Industrial.”
Stellantis - MentionedJDP CapitalJune 2025
“CATL has partnerships with nearly all of the vehicle OEMs in China and many in the US and Europe including BMW, Ford, Tesla, Mercedes, VW, Hyundai, Honda, Stellantis and Toyota.”
Stellantis
Fund coverage · 1 thesis
- ExorJune 2026
Stellantis combines iconic brands and a strong industrial footprint while executing a business reset focused on quality and discipline.
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