Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,251,760
-$12,016,170 QoQ
Shares Held
12,972
-67.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#438
of 2,102 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SEMPER AUGUSTUS INVESTMENTS GROUP LLC holds $11,594,430 across 2 Specialty Industrial Machinery names. CMI ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
12,972 | $9,251,760 | |
| 2 | GEV |
GE Vernova Inc.
|
1,994 | $2,342,670 |
All Filings in CMI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,251,760 | 12,972 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,267,930 | 39,530 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,302,638 | 39,774 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,867,768 | 39,936 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,112,772 | 40,039 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $12,549,824 | 40,039 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,102,961 | 40,456 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,224,878 | 40,844 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,328,929 | 40,909 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,015,532 | 40,779 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,762,237 | 40,749 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,341,272 | 40,888 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,118,243 | 41,272 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,895,365 | 41,424 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,082,898 | 41,615 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,458,079 | 41,561 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,962,017 | 41,141 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,257,202 | 35,382 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,386,921 | 29,279 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,537,166 | 29,111 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,112,425 | 29,172 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,596,846 | 29,319 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,666,293 | 29,354 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,336,489 | 30,008 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,340,912 | 30,826 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,217,247 | 31,165 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||