CNH PARTNERS LLC

CIK
0001167456
City
GREENWICH
State / Country
CT

Top Portfolio Positions

106 positions · $1,635,828,770 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
NSC
Norfolk Southern Corp
Industrials
342,479 $98,880,536 6.04%
AL
SUMISHO AIR LEASE CORP
Industrials
1,485,209 $95,394,974 5.83%
NGD
New Gold Inc. /FI
10,530,591 $91,721,447 5.61%
GTLS
Chart Industries Inc
Industrials
433,498 $89,400,292 5.47%
TXNM
Txnm Energy Inc
Utilities
1,180,015 $69,479,283 4.25%
EA
Electronic Arts Inc.
Communication Services
337,241 $68,908,453 4.21%
KVUE
Kenvue Inc.
Consumer Defensive
3,502,931 $60,425,559 3.69%
WBD
Warner Bros. Discovery, Inc.
Communication Services
1,731,448 $49,900,331 3.05%
RIO
Rio Tinto Plc
Basic Materials
536,093 $42,903,522 2.62%
NWE
NorthWestern Energy Group, Inc.
Utilities
607,028 $39,177,587 2.39%

Portfolio Trend

24 quarters · across all stocks

Holdings in STEW

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Shares Held

Position Value (USD)

18 of 18 shown
Report Date Value (USD) Shares
2025-12-31 $2,541,518 137,083
2025-09-30 $4,125,261 227,162
2025-06-30 $5,590,804 316,222
2025-03-31 $7,671,903 444,748
2024-12-31 $7,246,967 452,370
2024-09-30 $6,838,856 432,839
2024-06-30 $5,853,246 402,285
2024-03-31 $4,852,723 322,226
2023-12-31 $3,242,639 233,788
2023-09-30 $2,272,823 175,102
2023-06-30 $1,101,761 82,964
2023-03-31 $345,915 28,169
2021-06-30 $269,175 19,880
2021-03-31 $895,746 71,204
2020-12-31 $777,995 69,838
2020-09-30 $405,210 40,521
2020-06-30 $186,742 19,824
2020-03-31 $120,704 13,120