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What smart money is saying about StellantisNetherlands flag

STLAM.MI · Consumer Cyclical · Auto Manufacturers · Market cap $17.33B

1 fund in our archive has pitched Stellantis — most recently Exor in June 2026.

Company profile

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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2
Reported positions
0
Bought
0
Sold
4
Letters

Position history

Between Q1 2025 and Q2 2026, 2 fund letters reported a position in Stellantis, with no move described.

Fund letters reporting a position in Stellantis, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261001
Q1 20251000

Fund activity · 2 positions

Also mentioned · 2

These funds discuss Stellantis — as a competitor, benchmark or comparable — without disclosing a position in it.

  • December 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 Capital
    June 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

  • Exor
    June 2026

    Stellantis combines iconic brands and a strong industrial footprint while executing a business reset focused on quality and discipline.

    Read the full thesis

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