Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,038,115
+$1,348,374 QoQ
Shares Held
7,064
+3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#570
of 2,094 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $510,264,775 across 9 Specialty Industrial Machinery names. CMI ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DCI |
DONALDSON Co INC
|
2,298,083 | $206,298,910 | |
| 2 | MWA |
Mueller Water Products, Inc.
|
4,905,739 | $126,715,238 | |
| 3 | PH |
Parker-Hannifin Corp
|
61,036 | $59,700,532 | |
| 4 | JBTM |
JBT MAREL Corp
|
327,300 | $47,458,500 | |
| 5 | WTS |
Watts Water Technologies Inc
|
70,161 | $27,464,523 | |
| 6 | GGG |
Graco Inc
|
281,525 | $21,286,105 | |
| 7 | CR |
Crane Co
|
62,801 | $14,009,019 | |
| 8 | CMI |
Cummins Inc
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|
7,064 | $5,038,115 |
All Filings in CMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,038,115 | 7,064 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,689,741 | 6,858 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,503,728 | 6,864 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,899,147 | 6,864 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,010,522 | 6,139 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,121,675 | 6,769 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,033,732 | 5,834 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,252,743 | 3,869 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $463,857 | 1,675 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||