Tweedy Browne's CNH Position Overview
Tweedy Browne (via Tweedy, Browne Co LLC) currently holds 20.18 M shares of CNH Industrial N.V. (CNH) worth $186.07 M, representing 15.02% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Tweedy Browne has maintained a strategic position in CNH, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 14.28 M shares. Largest reduction occurred in Q1 2025, reducing 1.3 M shares.
Analysis based on 13F filings available since 2013 Q2
Tweedy Browne's CNH Industrial NV (CNH) Holding Value Over Time
Track share changes against reported price movement
Quarterly CNH Industrial NV (CNH) Trades by Tweedy Browne
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +6.9 M | Add 51.95% | 20.18 M | $9.22 |
| Q3 2025 | -30,542 | Reduce 0.23% | 13.28 M | $10.85 |
| Q2 2025 | -23,405 | Reduce 0.18% | 13.31 M | $12.96 |
| Q1 2025 | -1.3 M | Reduce 8.88% | 13.34 M | $12.28 |
| Q4 2024 | -699,534 | Reduce 4.56% | 14.63 M | $11.33 |
| Q3 2024 | -27,570 | Reduce 0.18% | 15.33 M | $11.10 |
| Q2 2024 | +14.28 M | Add 1320.38% | 15.36 M | $10.13 |
| Q1 2024 | +262,471 | Add 32.04% | 1.08 M | $12.96 |
| Q4 2023 | -23,999 | Reduce 2.85% | 819,071 | $12.18 |
| Q3 2023 | -12,280 | Reduce 1.44% | 843,070 | $12.10 |
| Q2 2023 | -4,985 | Reduce 0.58% | 855,350 | $14.40 |
| Q1 2023 | -46,606 | Reduce 5.14% | 860,335 | $15.27 |
| Q4 2022 | -60,862 | Reduce 6.29% | 906,941 | $16.06 |
| Q3 2022 | -2,330 | Reduce 0.24% | 967,803 | $11.17 |
| Q2 2022 | -39,185 | Reduce 3.88% | 970,133 | $11.59 |
| Q1 2022 | -23,266 | Reduce 2.25% | 1.01 M | $15.86 |
| Q4 2021 | -36,743 | Reduce 3.44% | 1.03 M | $19.43 |
| Q3 2021 | -37,975 | Reduce 3.43% | 1.07 M | $16.61 |
| Q2 2021 | -134,441 | Reduce 10.83% | 1.11 M | $16.72 |
| Q1 2021 | -15,615 | Reduce 1.24% | 1.24 M | $15.64 |
| Q4 2020 | -35,497 | Reduce 2.75% | 1.26 M | $12.84 |
| Q3 2020 | -33,400 | Reduce 2.52% | 1.29 M | $7.82 |
| Q2 2020 | -70,658 | Reduce 5.06% | 1.33 M | $7.03 |
| Q1 2020 | +454,820 | Add 48.28% | 1.4 M | $5.61 |
| Q4 2019 | -9,420 | Reduce 0.99% | 942,093 | $11.00 |
| Q3 2019 | -12,639 | Reduce 1.31% | 951,513 | $10.15 |
| Q2 2019 | -9,967 | Reduce 1.02% | 964,152 | $10.28 |
| Q1 2019 | -6,057 | Reduce 0.62% | 974,119 | $10.20 |
| Q4 2018 | +358,865 | Add 57.76% | 980,176 | $9.21 |
| Q3 2018 | +621,311 | New Buy | 621,311 | $12.01 |
Tweedy Browne's CNH Industrial NV Investment FAQs
Tweedy Browne first purchased CNH Industrial N.V. (CNH) in Q3 2018, acquiring 621,311 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tweedy Browne has held CNH Industrial N.V. (CNH) for 30 quarters since Q3 2018.
Tweedy Browne's largest addition to CNH Industrial N.V. (CNH) was in Q2 2024, adding 15,362,043 shares worth $155.62 M.
According to the latest 13F filing for Q4 2025, Tweedy Browne's firm, Tweedy, Browne Co LLC, owns 20,180,953 shares of CNH Industrial N.V. (CNH), valued at approximately $186.07 M.
As of the Q4 2025 filing, CNH Industrial N.V. (CNH) represents approximately 15.02% of Tweedy Browne's publicly disclosed stock portfolio, making it one of their key holdings.
Tweedy Browne's peak holding in CNH Industrial N.V. (CNH) was 20,180,953 shares, as reported at the end of Q4 2025.