Position in CMI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,858,140
-$26,912,211 QoQ
Shares Held
12,747
-80.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $72,193,696 across 9 Specialty Industrial Machinery names. CMI ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTLS |
Chart Industries Inc
|
135,117 | $27,935,439 | |
| 2 | KAI |
Kadant Inc
|
78,053 | $22,818,794 | |
| 3 | CMI |
Cummins Inc
This page
|
12,747 | $6,858,140 | |
| 4 | RRX |
Regal Rexnord Corp
|
20,341 | $3,809,055 | |
| 5 | ROK |
Rockwell Automation, Inc
|
10,444 | $3,748,142 | |
| 6 | PNR |
PENTAIR plc
|
40,736 | $3,548,512 | |
| 7 | DOV |
DOVER Corp
|
10,956 | $2,283,778 | |
| 8 | NDSN |
Nordson Corp
|
3,401 | $904,870 |
All Filings in CMI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,858,140 | 12,747 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $33,770,351 | 66,158 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,883,398 | 103,898 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $41,601,670 | 127,028 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $43,383,543 | 138,411 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $34,117,482 | 97,870 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $31,788,730 | 98,177 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $27,128,062 | 97,960 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,504,356 | 66,195 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,172,856 | 71,682 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $23,887,549 | 104,559 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $27,238,501 | 111,105 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,079,157 | 54,752 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,109,481 | 45,852 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,381,067 | 11,700 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,006,356 | 5,200 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $780,033 | 3,803 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,742,086 | 49,244 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,835,469 | 48,252 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,861,844 | 48,652 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,243,465 | 47,252 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,818,005 | 16,812 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,550,021 | 16,812 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,912,847 | 16,812 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,789,215 | 20,612 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||