LONGFELLOW INVESTMENT MANAGEMENT CO LLC

Position in CMI — Cummins Inc

CIK 1167487 BOSTON, MA

Position in CMI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$668,758

-$495,578 QoQ

Shares Held

1,243

-45.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LONGFELLOW INVESTMENT MANAGEMENT CO LLC holds $3,396,566 across 5 Specialty Industrial Machinery names.

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	13,045	$1,867,391
2	OTIS	Otis Worldwide Corp	14,965	$1,071,494
3	PNR	PENTAIR plc	5,738	$439,875
4	ETN	Eaton Corp plc	31	$13,209
5	ITW	Illinois Tool Works Inc	17	$4,597

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$668,758	1,243	-45.5%	Shares	Sole	2026-05-12
2025-12-31	$1,164,336	2,281	0.0%	Shares	Sole	2026-02-11
2025-09-30	$963,425	2,281	-30.6%	Shares	Sole	2025-11-12
2025-06-30	$1,077,147	3,289	+23.0%	Shares	Sole	2025-08-12
2025-03-31	$838,452	2,675	+54.3%	Shares	Sole	2025-05-12
2024-12-31	$604,472	1,734	-6.0%	Shares	Sole	2025-02-12
2024-09-30	$597,068	1,844	+0.5%	Shares	Sole	2024-11-13
2024-06-30	$507,889	1,834	+0.7%	Shares	Sole	2024-08-07
2024-03-31	$536,557	1,821	+57.5%	Shares	Sole	2024-05-13
2023-12-31	$276,942	1,156	0.0%	Shares	Sole	2024-02-08
2023-09-30	$264,099	1,156	-37.3%	Shares	Sole	2023-11-09
2023-06-30	$451,829	1,843	+4.2%	Shares	Sole	2023-08-04
2023-03-31	$422,339	1,768	0.0%	Shares	Sole	2023-05-12
2022-12-31	$428,368	1,768	-45.0%	Shares	Sole	2023-02-09
2022-09-30	$654,284	3,215	0.0%	Shares	Sole	2022-11-14
2022-06-30	$622,198	3,215	0.0%	Shares	Sole	2022-08-15
2022-03-31	$659,428	3,215	+14.2%	Shares	Sole	2022-05-16
2021-12-31	$614,064	2,815	+59.7%	Shares	Sole	2022-02-14
2021-09-30	$395,899	1,763	0.0%	Shares	Sole	2021-11-15
2021-06-30	$429,837	1,763	-32.3%	Shares	Sole	2021-08-16
2021-03-31	$674,981	2,605	-12.9%	Shares	Sole	2021-05-17
2020-12-31	$679,483	2,992	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.