Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$382,899,625
-$29,885,997 QoQ
Shares Held
536,868
-30.0% QoQ
Ownership
0.390%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#36
of 2,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026First Eagle Investment Management, LLC holds $533,431,971 across 15 Specialty Industrial Machinery names. CMI ranks #1 (71.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
536,868 | $382,899,625 | |
| 2 | NPO |
Enpro Inc.
|
90,130 | $33,972,700 | |
| 3 | GHM |
Graham Corp
|
194,113 | $24,029,248 | |
| 4 | PKOH |
Park Ohio Holdings Corp
|
477,847 | $18,373,217 | |
| 5 | GTES |
Gates Industrial Corp Ltd.
|
536,800 | $15,014,296 | |
| 6 | OTIS |
Otis Worldwide Corp
|
205,863 | $14,739,790 | |
| 7 | FLS |
Flowserve Corp
|
177,409 | $13,156,650 | |
| 8 | JBTM |
JBT MAREL Corp
|
84,300 | $12,223,500 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,899,625 | 536,868 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $412,785,622 | 767,231 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $385,358,101 | 754,938 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $601,244,116 | 1,423,501 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $498,798,220 | 1,523,048 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $484,378,891 | 1,545,364 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $536,994,594 | 1,540,432 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $598,983,977 | 1,849,915 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $553,167,121 | 1,997,498 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $588,910,177 | 1,998,677 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $478,119,191 | 1,995,739 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $456,902,407 | 1,999,923 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $502,037,176 | 2,047,794 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $491,402,913 | 2,057,112 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $498,111,654 | 2,055,849 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $407,090,617 | 2,000,347 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $386,789,445 | 1,998,602 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $391,359,725 | 1,908,048 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $416,552,727 | 1,909,566 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $437,371,469 | 1,947,682 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $483,734,887 | 1,984,065 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $515,386,632 | 1,989,065 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $476,257,087 | 2,097,125 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $445,251,553 | 2,108,598 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $383,231,021 | 2,211,884 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $297,899,402 | 2,201,444 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||