Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,320,461
+$10,869,961 QoQ
Shares Held
34,100
+36.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 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, 2026Zimmer Partners, LP holds $292,244,700 across 10 Specialty Industrial Machinery names. CMI ranks #7 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
61,500 | $60,154,380 | |
| 2 | GEV |
GE Vernova Inc.
|
44,000 | $51,693,840 | |
| 3 | PNR |
PENTAIR plc
|
375,000 | $28,747,500 | |
| 4 | EROC |
ERock, Inc.
|
1,891,745 | $27,430,302 | |
| 5 | ITT |
Itt Inc.
|
130,000 | $25,708,800 | |
| 6 | GNRC |
Generac Holdings Inc.
|
86,300 | $25,269,503 | |
| 7 | CMI |
Cummins Inc
This page
|
34,100 | $24,320,461 | |
| 8 | XE |
X-Energy, Inc.
|
1,244,674 | $22,852,214 |
All Filings in CMI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,320,461 | 34,100 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,450,500 | 25,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||