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CNH INDUSTRIAL NV

Holders

2

Combined Value

$861.05M

Combined Shares

78,277,477

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$8.47$10.22$11.96$13.71Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $10.13Q3 2024 · implied price $11.10Q4 2024 · implied price $11.33Q1 2025 · implied price $12.28Q2 2025 · implied price $12.96Q3 2025 · implied price $10.85Q4 2025 · implied price $9.22Q1 2026 · implied price $11.00Harris Associates (Oakmark Funds) · bought 150,583,757 shares @ ~$10.13 · Q2 2024 (new position)Tweedy, Browne Company · bought 15,362,043 shares @ ~$10.13 · Q2 2024 (new position)Harris Associates (Oakmark Funds) · sold 2,958,080 shares @ ~$11.10 · Q3 2024Tweedy, Browne Company · sold 27,570 shares @ ~$11.10 · Q3 2024Harris Associates (Oakmark Funds) · sold 31,524,032 shares @ ~$11.33 · Q4 2024Tweedy, Browne Company · sold 699,534 shares @ ~$11.33 · Q4 2024Harris Associates (Oakmark Funds) · sold 32,033,021 shares @ ~$12.28 · Q1 2025Tweedy, Browne Company · sold 1,299,622 shares @ ~$12.28 · Q1 2025Harris Associates (Oakmark Funds) · sold 5,038,501 shares @ ~$12.96 · Q2 2025Tweedy, Browne Company · sold 23,405 shares @ ~$12.96 · Q2 2025Harris Associates (Oakmark Funds) · bought 298,204 shares @ ~$10.85 · Q3 2025Tweedy, Browne Company · sold 30,542 shares @ ~$10.85 · Q3 2025Tweedy, Browne Company · bought 6,899,583 shares @ ~$9.22 · Q4 2025Harris Associates (Oakmark Funds) · sold 5,907,961 shares @ ~$9.22 · Q4 2025Harris Associates (Oakmark Funds) · sold 15,293,247 shares @ ~$11.00 · Q1 2026Tweedy, Browne Company · sold 30,595 shares @ ~$11.00 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Harris Associates (Oakmark Funds)$639.40M0.85%~$10.13—SELL Q1 2026Q1 2026
Tweedy, Browne Company$221.65M17.61%~$9.82—SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Harris Associates (Oakmark Funds)SELL−$168.23M~$11.00
Q1 2026Tweedy, Browne CompanySELL−$336.5K~$11.00
Q4 2025Tweedy, Browne CompanyBUY+$63.61M~$9.22
Q4 2025Harris Associates (Oakmark Funds)SELL−$54.47M~$9.22
Q3 2025Harris Associates (Oakmark Funds)BUY+$3.24M~$10.85
Q3 2025Tweedy, Browne CompanySELL−$331.4K~$10.85
Q2 2025Harris Associates (Oakmark Funds)SELL−$65.30M~$12.96
Q2 2025Tweedy, Browne CompanySELL−$303.3K~$12.96
Q1 2025Harris Associates (Oakmark Funds)SELL−$393.37M~$12.28
Q1 2025Tweedy, Browne CompanySELL−$15.96M~$12.28
Q4 2024Harris Associates (Oakmark Funds)SELL−$357.17M~$11.33
Q4 2024Tweedy, Browne CompanySELL−$7.93M~$11.33
Q3 2024Harris Associates (Oakmark Funds)SELL−$32.83M~$11.10
Q3 2024Tweedy, Browne CompanySELL−$306.0K~$11.10
Q2 2024Harris Associates (Oakmark Funds)NEW BUY+$1.53B~$10.13
Q2 2024Tweedy, Browne CompanyNEW BUY+$155.62M~$10.13

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 2026278,277,477-16.4%$861.05M$11.00
Q4 2025293,601,319+1.1%$863.00M$9.22
Q3 2025292,609,697+0.3%$1.00B$10.85
Q2 2025292,342,035-5.2%$1.20B$12.96
Q1 2025297,403,941-25.5%$1.20B$12.28
Q4 20242130,736,584-19.8%$1.48B$11.33
Q3 20242162,960,150-1.8%$1.81B$11.10
Q2 20242165,945,800—$1.68B$10.13