Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$351,290,159
+$77,527,291 QoQ
Shares Held
492,548
-3.2% QoQ
Ownership
0.358%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#40
of 2,102 holders
Holding Since
Sep 2025
4 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, 2026LONDON CO OF VIRGINIA holds $387,905,602 across 2 Specialty Industrial Machinery names. CMI ranks #1 (90.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
492,548 | $351,290,159 | |
| 2 | GTES |
Gates Industrial Corp Ltd.
|
1,309,097 | $36,615,443 |
All Filings in CMI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,290,159 | 492,548 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $273,762,868 | 508,834 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $276,998,755 | 542,656 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $231,718,517 | 548,615 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||