Professional
Added to YB: 2026-03-30
Pitch date: 2026-01-15
EXO.AS [neutral]
Exor N.V.
-13.32%
current return
Author Info
No bio for this author
Company Info
Exor N.V. engages in the automotive, agriculture and construction, sports car, commercial vehicle, health technology, football and powertrain businesses in the Netherlands and internationally.
Market Cap
EUR 13.2B
Pitch Price
EUR 73.55
Price Target
N/A
Dividend
0.76%
EV/EBITDA
N/A
P/E
-3.44
EV/Sales
-4.39
Sector
Financial Services
Category
value
Longleaf Partners Global Fund Portfolio Holding: Exor N.V.
EXOR.AS (holding update): Sold Ferrari near all-time highs (+40% vs year-end), redeployed into Exor buyback at wide discount via Dutch auction. Increased Philips stake to 19% from 15%. Despite NAV-accretive moves, stock down on Ferrari cooling & Stellantis/CNH weakness. Holding discount elevated; expect 2026 narrowing as self-help progresses across portfolio.
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