← Holdco NAV tracker

Exor

Look-through NAV vs. the share price — the "basket" (sum of its stakes + private assets − net debt) against what the market pays for the holdco. The gap is the discount/premium; watch it widen and narrow. S&P 500 · EXO.AS.

Discount
-54.9%
NAV / share
€148.7
Price
€67.1
z-score
-0.99
Mark-to-mkt
78%
Cheap vs own history:4ᵗʰ percentile of its 3yr discount rangez -1.0 6mz -1.0 1yz -1.6 3y
NAV / share (basket) Share price per share
20912949Aug '22Aug '23Jul '24Jul '25Jun '26
Discount / premium to NAV over time
+6%+0%-61%Aug '22Aug '23Jul '24Jul '25Jun '26±1σ normal range (mean -49%)
Look-through basket · €32.7B NAV
Ferrari RACE€13.4B
41%
Stellantis STLA€2.1B
6%
CNH Industrial CNH€3.3B
10%
Philips PHIA.AS€3.5B
11%
Iveco IVG.MI€1.0B
3%
Other / private / cash (static, 2026-03)€6.5Bnet cash €3.0B

Agnelli family holdco. Listed: Ferrari, Stellantis, CNH, Philips, Iveco. otherNAV = private (Christian Louboutin, reinsurance, Juventus, GEDI) + cash.

Stake prices + FX live; net debt / private NAV / share counts are estimates — verify against the holdco's NAV statement. Not investment advice.