CNH
Cnh Indl N V
5 super-investors hold CNH worth a combined $999M. The largest position: Tweedy Browne at 17.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 43 — ranked #98 of 724 scored stocks.
Why super-investors own CNH
Five members of the cohort hold CNH with a combined $999M, but the story is dominated by Tweedy Browne, which carries the position at 17.6% of its portfolio — a level of concentration that signals deep conviction from a firm known for disciplined value investing. Bill Nygren holds the largest absolute position at $639M, though it represents just 0.9% of his portfolio. Mason Hawkins, First Pacific Advisors, and Joel Greenblatt round out the ownership at modest weights. The cohort count history is notably flat — one owner for eight consecutive quarters before expanding to five — suggesting a wave of value-oriented accumulation at some point, now stable. In 2026Q1, there was no activity whatsoever: no additions, no trims, no entries or exits. Interest appears neither rising nor fading, but firmly held.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.9% | 22q | $639M | 58,127,119 |
| 2 | Tweedy Browne | 17.6% | 31q | $222M | 20,150,358 |
| 3 | First Pacific Advisors | 0.7% | — 1q | $53M | 4,809,255 |
| 4 | Joel Greenblatt | <0.1% | 37q | $44M | 4,005,689 |
| 5 | Mason Hawkins | 2.0% | 40q | $41M | 3,716,808 |
Owners of CNH also hold
Long US equity 13F-HR filings only. CUSIP N20944109. Not investment advice.