Mason Hawkins's CNH Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 3.72 M shares of CNH Industrial N.V. (CNH) worth $34.27 M, representing 1.53% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Mason Hawkins has maintained a long-term strategic position in CNH, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 29.05 M shares. Largest reduction occurred in Q2 2014, reducing 9.78 M shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins's CNH Industrial NV (CNH) Holding Value Over Time
Track share changes against reported price movement
Quarterly CNH Industrial NV (CNH) Trades by Mason Hawkins
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | -44,439 | Reduce 1.18% | 3.72 M | $10.85 |
| Q2 2025 | -101,519 | Reduce 2.63% | 3.76 M | $12.96 |
| Q1 2025 | -885,456 | Reduce 18.65% | 3.86 M | $12.28 |
| Q4 2024 | -177,681 | Reduce 3.61% | 4.75 M | $11.33 |
| Q3 2024 | -2.1 M | Reduce 29.90% | 4.93 M | $0.01 |
| Q2 2024 | -459,903 | Reduce 6.14% | 7.03 M | $10.13 |
| Q1 2024 | +3.3 M | Add 78.68% | 7.49 M | $12.96 |
| Q4 2023 | +2.26 M | Add 116.72% | 4.19 M | $12.18 |
| Q3 2023 | -36,570 | Reduce 1.86% | 1.93 M | $12.10 |
| Q2 2023 | +285,237 | Add 16.93% | 1.97 M | $14.40 |
| Q1 2023 | -46,748 | Reduce 2.70% | 1.68 M | $15.27 |
| Q4 2022 | -1.83 M | Reduce 51.44% | 1.73 M | $16.06 |
| Q3 2022 | +739,848 | Add 26.18% | 3.57 M | $11.17 |
| Q2 2022 | -118,306 | Reduce 4.02% | 2.83 M | $11.59 |
| Q1 2022 | +1.17 M | Add 65.84% | 2.94 M | $15.86 |
| Q4 2021 | -388,128 | Reduce 17.94% | 1.78 M | $19.43 |
| Q3 2021 | -431,869 | Reduce 16.64% | 2.16 M | $16.61 |
| Q2 2021 | -62,379 | Reduce 2.35% | 2.6 M | $16.72 |
| Q1 2021 | -325,369 | Reduce 10.91% | 2.66 M | $15.64 |
| Q4 2020 | -919,820 | Reduce 23.57% | 2.98 M | $12.84 |
| Q3 2020 | -541,429 | Reduce 12.18% | 3.9 M | $7.82 |
| Q2 2020 | -457,810 | Reduce 9.34% | 4.44 M | $7.03 |
| Q1 2020 | -470,100 | Reduce 8.75% | 4.9 M | $5.61 |
| Q4 2019 | -1.32 M | Reduce 19.76% | 5.37 M | $11.00 |
| Q3 2019 | -822,341 | Reduce 10.94% | 6.7 M | $10.15 |
| Q2 2019 | -1.52 M | Reduce 16.78% | 7.52 M | $10.28 |
| Q1 2019 | -1.53 M | Reduce 14.51% | 9.03 M | $10.20 |
| Q4 2018 | -1.11 M | Reduce 9.48% | 10.57 M | $9.21 |
| Q3 2018 | -1.99 M | Reduce 14.56% | 11.67 M | $12.01 |
| Q2 2018 | +3.42 M | Add 33.39% | 13.66 M | $10.53 |
| Q1 2018 | -1.69 M | Reduce 14.14% | 10.24 M | $12.40 |
| Q4 2017 | -3.57 M | Reduce 23.03% | 11.93 M | $13.40 |
| Q3 2017 | -4.4 M | Reduce 22.10% | 15.5 M | $12.01 |
| Q2 2017 | -5.24 M | Reduce 20.84% | 19.89 M | $11.38 |
| Q1 2017 | -7.76 M | Reduce 23.59% | 25.13 M | $9.64 |
| Q4 2016 | -1.5 M | Reduce 4.37% | 32.89 M | $8.69 |
| Q3 2016 | +219,913 | Add 0.64% | 34.4 M | $7.22 |
| Q2 2016 | -5.77 M | Reduce 14.45% | 34.18 M | $7.15 |
| Q1 2016 | -1.03 M | Reduce 2.51% | 39.95 M | $6.76 |
| Q4 2015 | +6.17 M | Add 17.74% | 40.97 M | $6.84 |
| Q3 2015 | -6.48 M | Reduce 15.69% | 34.8 M | $6.52 |
| Q2 2015 | -2.01 M | Reduce 4.64% | 41.28 M | $9.28 |
| Q1 2015 | +5.31 M | Add 13.98% | 43.29 M | $8.16 |
| Q4 2014 | +8.93 M | Add 30.73% | 37.98 M | $8.06 |
| Q3 2014 | +29.05 M | New Buy | 29.05 M | $7.93 |
| Q2 2014 | -9.78 M | Sold Out | 0 | $0.00 |
| Q1 2014 | -2.28 M | Reduce 18.90% | 9.78 M | $11.50 |
| Q4 2013 | -2.46 M | Reduce 16.91% | 12.06 M | $11.35 |
| Q3 2013 | +14.52 M | New Buy | 14.52 M | $12.50 |
Mason Hawkins's CNH Industrial NV Investment FAQs
Mason Hawkins first purchased CNH Industrial N.V. (CNH) in Q3 2013, acquiring 14,517,291 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins has held CNH Industrial N.V. (CNH) for 50 quarters since Q3 2013.
Mason Hawkins's largest addition to CNH Industrial N.V. (CNH) was in Q3 2014, adding 29,049,995 shares worth $230.37 M.
According to the latest 13F filing for Q4 2025, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 3,716,808 shares of CNH Industrial N.V. (CNH), valued at approximately $34.27 M.
As of the Q4 2025 filing, CNH Industrial N.V. (CNH) represents approximately 1.53% of Mason Hawkins's publicly disclosed stock portfolio, making it one of their key holdings.
Mason Hawkins's peak holding in CNH Industrial N.V. (CNH) was 43,287,960 shares, as reported at the end of Q1 2015.