Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,250,554
+$20,730,295 QoQ
Shares Held
84,478
+15.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#151
of 2,102 holders
Holding Since
Mar 2020
24 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, 2026Gotham Asset Management, LLC holds $901,388,634 across 35 Specialty Industrial Machinery names. CMI ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDSN |
Nordson Corp
|
282,929 | $85,356,850 | |
| 2 | CMI |
Cummins Inc
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|
84,478 | $60,250,554 | |
| 3 | DCI |
DONALDSON Co INC
|
657,057 | $58,984,006 | |
| 4 | XYL |
Xylem Inc.
|
460,584 | $54,445,634 | |
| 5 | GNRC |
Generac Holdings Inc.
|
185,862 | $54,422,252 | |
| 6 | RRX |
Regal Rexnord Corp
|
217,374 | $51,776,313 | |
| 7 | ROK |
Rockwell Automation, Inc
|
101,968 | $50,482,317 | |
| 8 | AOS |
Smith A O Corp
|
765,609 | $48,018,996 |
All Filings in CMI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,250,554 | 84,478 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,520,259 | 73,455 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,506,448 | 65,641 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,964,351 | 61,473 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,050,860 | 61,224 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,571,517 | 30,537 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,134,447 | 20,466 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,714,484 | 26,914 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,899,162 | 21,302 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,637,328 | 25,920 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,624,694 | 15,130 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $568,056 | 2,378 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,280,260 | 5,284 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,344,531 | 21,348 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,359,680 | 17,360 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,419,710 | 21,548 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,102,168 | 14,221 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,454,786 | 24,291 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,352,957 | 26,057 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,054,175 | 31,084 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,868,621 | 56,665 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,834,300 | 41,837 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $13,170,705 | 76,017 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $14,012,927 | 103,554 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||