CNH Industrial NV logo

CNH Industrial NV

NEW
NYSE:CNH (UK)  
$ 13.58 +0.080 (+0.59%) 12:08 AM EST
54.32
P/B:
2.82
Market Cap:
$ 21.84B
Enterprise V:
$ 46.32B
Volume:
15.94M
Avg Vol (2M):
19.15M
Trade In:
Volume:
15.94M
Avg Vol (2M):
19.15M

CNH Number of Guru Trades

To

CNH Volume of Guru Trades

To

Gurus Latest Trades with NYSE:CNH

No Available Data

NYSE:CNH is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
HOTCHKIS & WILEY
2026-06-30
49,047,896
3.050
1.61%
Add 12.43%
Barrow, Hanley, Mewhinney & Strauss
2026-06-30
22,342,918
1.390
0.76%
Add 173.07%
Brandes Investment Partners, LP
2026-06-30
21,878,681
1.360
1.72%
Add 704.31%
Tweedy Browne
2026-03-31
20,150,358
1.630
17.61%
Reduce -0.15%
Mario Gabelli
2026-03-31
7,472,143
0.600
0.81%
Reduce -3.67%
David Einhorn
2026-06-30
4,188,940
0.260
1.20%
 
Mason Hawkins
2026-06-30
3,518,270
0.220
2.06%
Reduce -5.34%
Joel Greenblatt
2026-06-30
57,869
0.000
0%
New holding
Total 8

CNH Industrial NV Insider Transactions

No Available Data

Guru Commentaries on NYSE:CNH

2025 Q1
Tweedy Browne · 17.61% of portfolio · Reduce -0.15%
What the manager wrote

CNH Industrial reported solid industrial earnings during the quarter, contributing positively to our portfolio performance. As deep value managers, we seek out securities that trade at meaningful discounts to our conservative estimates of intrinsic value, and we believe CNH Industrial fits this criterion. The company's strong performance in the industrial sector reflects its competitive advantages and sound management, which align with our investment philosophy of focusing on well-capitalized businesses with enduring value.

2026 Q2
MOWIX Semi Annual Letter Jun 2026
What the manager wrote

We initiated a position in shares of CNH Industrial NV, which manufactures specialized machines for the farming and construction industries. Despite a challenging near-term outlook due to financial strain on North American farmers, we believe CNH is well-positioned in a consolidated industry. The Federal Reserve Bank of Kansas City indicates that U.S. farmer debt-to-asset ratios remain healthy, and the average fleet age for tractors is at a peak, suggesting a potential replacement cycle. CNH's strong balance sheet and recent strategic decisions, including a stock buyback program and the spin-off of its commercial vehicle segment, further enhance its attractiveness as we anticipate a recovery in the agricultural equipment market.

News about NYSE:CNH

Total 0
  • 1