Poehling Capital Management’s CNH Industrial CNH Stock Holding History

Poehling Capital Management’s Portfolio CNH Stock Details CNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.56M	Sell	227,766 -2,123	-0.9%	-$22.6K	0.55%	55
2026 Q1	$2.53M	Sell	229,889 -172	-0.1%	-$1.93K	0.53%	54
2025 Q4	$2.12M	Sell	230,061 -34,602	-13%	-$346K	0.43%	57
2025 Q3	$2.87M	Sell	264,663 -1,866	-0.7%	-$22.8K	0.6%	49
2025 Q2	$3.45M	Sell	266,529 -197	-0.1%	-$2.43K	0.81%	39
2025 Q1	$3.28M	Buy	266,726 +520	+0.2%	+$6.52K	0.83%	39
2024 Q4	$3.02M	Sell	266,206 -809	-0.3%	-$9.2K	0.74%	40
2024 Q3	$2.96M	Buy	267,015 +5,394	+2%	+$54.9K	0.76%	42
2024 Q2	$2.65M	Buy	261,621 +748	+0.3%	+$8.47K	0.73%	41
2024 Q1	$3.38M	Buy	260,873 +75,981	+41%	+$919K	0.91%	35
2023 Q4	$2.25M	Buy	+184,892	New	+$2.06M	0.71%	47

Other funds holding CNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Poehling Capital Management's CNH Position: Q2 2026 in Review

Poehling Capital Management reduced its CNH Industrial (CNH) stake by 0.92% in Q2 2026, selling an estimated $22.6K and leaving 227,766 shares worth $2.56M. The position accounts for 0.55% of the portfolio, ranked #55.

Poehling Capital Management first reported a position in CNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.45M in Q2 2025. 519 funds tracked by Wall St. Rank hold CNH as of Q2 2026.

Poehling Capital Management held 227,766 shares of CNH Industrial worth $2.56M as of Q2 2026.
Poehling Capital Management sold 2,123 CNH Industrial shares in Q2 2026, an estimated $22.6K.
CNH Industrial made up 0.55% of Poehling Capital Management's portfolio in Q2 2026, its #55 holding.
Poehling Capital Management first reported a position in CNH Industrial in Q4 2023 and has held it in 11 quarters since.
Poehling Capital Management's CNH Industrial position peaked at $3.45M in Q2 2025.
519 funds tracked by Wall St. Rank held CNH Industrial as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.