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Moerus Capital Management LLC's investment thesis on CNH Industrial N.V. ($CNHI) — Q2 2026 | Buyside Digest

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$CNHINASDAQCNH Industrial N.V.

BEAR

Moerus Capital Management LLC—CNHI

Fund Letter

Q2 2026

Published August 14, 2026

View Fund Profile

Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Moerus Worldwide Fund returned 5.37% in H1 2026, lagging benchmarks amid an AI-driven frenzy that saw capital flood into technology stocks while fleeing traditional sectors. The Fund significantly...

— Amit Wadhwaney

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What other investors think about $CNHI, and what else Moerus Capital Management LLC is buying.

Other pitches on $CNHI

Other investors who've written on CNH Industrial N.V.

Harris Associates Concentrated StrategyBULL

Pitched Mar 31, 2026

CNH Industrial was a contributor during the quarter.

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