Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,068,309
+$292,843 QoQ
Shares Held
2,900
-12.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#822
of 2,094 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SIR Capital Management, L.P. holds $17,298,228 across 7 Specialty Industrial Machinery names. CMI ranks #5 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
4,463 | $4,365,349 | |
| 2 | ITT |
Itt Inc.
|
20,200 | $3,994,752 | |
| 3 | ETN |
Eaton Corp plc
|
6,700 | $2,855,004 | |
| 4 | EROC |
ERock, Inc.
|
176,100 | $2,553,450 | |
| 5 | CMI |
Cummins Inc
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|
2,900 | $2,068,309 | |
| 6 | GEV |
GE Vernova Inc.
|
1,088 | $1,278,247 | |
| 7 | NPWR |
Net Power Inc.
|
109,651 | $183,117 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,068,309 | 2,900 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,775,466 | 3,300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,074,355 | 11,900 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||