Position in CMI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,028,694
+$631,054 QoQ
Shares Held
1,912
+145.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026PICTON MAHONEY ASSET MANAGEMENT holds $73,801,374 across 12 Specialty Industrial Machinery names. CMI ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTLS |
Chart Industries Inc
|
192,779 | $39,857,058 | |
| 2 | AME |
Ametek Inc/
|
90,626 | $19,426,589 | |
| 3 | SYM |
Symbotic Inc.
|
83,403 | $4,437,039 | |
| 4 | PH |
Parker-Hannifin Corp
|
3,738 | $3,346,407 | |
| 5 | GNRC |
Generac Holdings Inc.
|
10,060 | $1,965,019 | |
| 6 | ITT |
Itt Inc.
|
8,739 | $1,665,041 | |
| 7 | WTS |
Watts Water Technologies Inc
|
5,575 | $1,618,366 | |
| 8 | CMI |
Cummins Inc
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|
1,912 | $1,028,694 |
All Filings in CMI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,028,694 | 1,912 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $397,640 | 779 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $329,026 | 779 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,310 | 4 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,253 | 4 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,394 | 4 | Shares | Sole | 2025-04-02 | |
| 2024-09-30 | $1,295 | 4 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||