Current position

David Einhorn’s Cnh Indl N V (CNH) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

DME Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2024Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares10.23MHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

DME Capital Management first reported Cnh Indl N V in Q3 2024. The reported position was increased and reduced across later filings. DME Capital Management currently reports 4.19M shares. The latest verified filing showed: No change.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
No change4.19M shares reported
Filing context

Quarter-end price $11.23 · Estimated holding basis $11.17

Q1 2026
Sold 27.4% of the position−1.58M shares · 4.19M shares remained
Filing context

Quarter-end price $11.00 · Estimated holding basis $11.17

Q4 2025
Sold 2.3% of the position−136.92K shares · 5.77M shares remained
Filing context

Quarter-end price $9.22 · Estimated holding basis $11.17

Q3 2025
Sold 25.0% of the position−1.97M shares · 5.90M shares remained
Filing context

Quarter-end price $10.85 · Estimated holding basis $11.17

Q2 2025
Sold 2.5% of the position−203.93K shares · 7.87M shares remained
Filing context

Quarter-end price $12.96 · Estimated holding basis $11.17

Q1 2025
Sold 21.1% of the position−2.16M shares · 8.08M shares remained
Filing context

Quarter-end price $12.28 · Estimated holding basis $11.17

Portfolio importance

How important is Cnh Indl N V in DME Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight1.2%Q2 2026
Current rank#32of 46 reported positions
Peak portfolio weight6.0%Q4 2024
Best historical rank#5Q4 2024
At peak importanceQ4 2024
CNH
6.0%
Largest holding
27.5%
Cross-investor discovery

Who else owns Cnh Indl N V?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
CNH0.0% of reported portfolio
Explore Cnh Indl N V across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$13.582026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$11.23Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$11.17Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

SEC history uses the documented manager succession from Greenlight Capital Inc. to DME Capital Management, LP. This tracker reflects public Form 13F disclosures, not David Einhorn’s personal brokerage account or exact trade dates.