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TODD ASSET MANAGEMENT LLC

Position in CMI — Cummins Inc

CIK 1071483 Louisville, KY

Position in CMI

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$74,330,032
+$8,644,247 QoQ
Shares Held
104,219
-14.6% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#130
of 2,094 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 7% Shared 0% None 93%

Common Shares in CMI Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

TODD ASSET MANAGEMENT LLC holds $131,202,486 across 4 Specialty Industrial Machinery names. CMI ranks #1 (56.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CMI
Cummins Inc
This page
104,219 $74,330,032

All Filings in CMI

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $74,330,032 104,219
2026-03-31 $65,685,785 122,088
2025-12-31 $62,668,456 122,771
2025-09-30 $58,088,122 137,529
2025-06-30 $45,466,169 138,828
2025-03-31 $43,997,258 140,369
2024-12-31 $48,915,551 140,320
2024-09-30 $44,664,563 137,943
2024-06-30 $38,427,637 138,763
2024-03-31 $41,111,630 139,527
2023-12-31 $35,645,620 148,790
2023-09-30 $34,920,111 152,850
2023-06-30 $37,037,792 151,076
2023-03-31 $30,236,474 126,576
2022-12-31 $26,923,749 111,122
2022-09-30 $16,377,263 80,474