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CNH · CNH Industrial $13.57 +0.02 (+0.18%) 2026-SEP-18 12:48 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA2 mentions
2026-SEP-01 · CNBC · CNBC Halftime Report (audio edition) · Neutralmention · read ↗ · source page ↗$11.80

In short: The other agricultural-machinery name on Krinsky's constructive list (with Nutrien, LyondellBasell, CF and Deere), cited by Wapner as the equity read-through from the DBA breaking out to multi-year highs. Sell-side context only — no member took a position.

SOD $11.80
2026-APR-12 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$11.70

In short: Named once, as Exor's fifth position at 7.8%. No stance.

SOD $11.70 (open 2026-APR-10)

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.