Position in CMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,065,131
+$13,134,179 QoQ
Shares Held
33,742
+66.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
3.71%
of 13F equity value
Holder Rank
#263
of 2,094 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CIM, LLC holds $32,733,594 across 6 Specialty Industrial Machinery names. CMI ranks #1 (73.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
33,742 | $24,065,131 | |
| 2 | GEV |
GE Vernova Inc.
|
3,051 | $3,584,497 | |
| 3 | GNRC |
Generac Holdings Inc.
|
7,709 | $2,257,272 | |
| 4 | AME |
Ametek Inc/
|
7,580 | $1,833,905 | |
| 5 | AMSC |
American Superconductor Corp /De/
|
12,982 | $538,882 | |
| 6 | CSW |
Csw Industrials, Inc.
|
1,631 | $453,907 |
All Filings in CMI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,065,131 | 33,742 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,930,952 | 20,317 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,575,730 | 5,046 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,141,838 | 5,071 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,704,637 | 5,205 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,555,289 | 4,962 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $1,532,097 | 4,395 | Shares | Sole | 2025-03-03 | |
| No filing history on record for this holder in this stock. | ||||||