Position in CMI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$19,219,150
+$3,712,700 QoQ
Shares Held
35,722
+17.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2.830267909632989.ToString("F0")%
Shared 0.ToString("F0")%
None 97.169732090367.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026CWM, LLC holds $167,753,002 across 58 Specialty Industrial Machinery names. CMI ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
47,707 | $41,643,440 | |
| 2 | ETN |
Eaton Corp plc
|
81,269 | $29,067,483 | |
| 3 | CMI |
Cummins Inc
This page
|
35,722 | $19,219,150 | |
| 4 | AME |
Ametek Inc/
|
63,904 | $13,698,461 | |
| 5 | ITT |
Itt Inc.
|
52,916 | $10,082,085 | |
| 6 | DOV |
DOVER Corp
|
34,351 | $7,160,465 | |
| 7 | PH |
Parker-Hannifin Corp
|
6,432 | $5,758,183 | |
| 8 | ITW |
Illinois Tool Works Inc
|
19,570 | $5,093,875 |
All Filings in CMI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,219,150 | 35,722 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,506,450 | 30,378 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $11,925,616 | 28,235 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,837,360 | 17,824 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,069,639 | 22,555 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,518,553 | 12,962 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,907,821 | 12,069 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,847,671 | 10,283 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,668,939 | 9,058 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,028,199 | 8,466 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,832,249 | 8,020 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,798,493 | 7,336 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,679,087 | 7,029 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,781,558 | 7,353 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,357,208 | 6,669 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,204,917 | 6,226 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,163,178 | 5,671 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,017,404 | 4,664 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $915,750 | 3,756 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $973,217 | 3,756 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $852,987 | 3,756 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $793,116 | 3,756 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $650,764 | 3,756 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $508,261 | 3,756 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||