Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,272,761
New position
Shares Held
7,393
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#554
of 2,063 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BW Gestao de Investimentos Ltda. holds $79,131,198 across 8 Specialty Industrial Machinery names. CMI ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
82,814 | $24,248,767 | |
| 2 | PH |
Parker-Hannifin Corp
|
24,026 | $23,500,311 | |
| 3 | INIO |
Innio N.V.
|
320,000 | $12,656,000 | |
| 4 | AME |
Ametek Inc/
|
24,160 | $5,845,270 | |
| 5 | CMI |
Cummins Inc
This page
|
7,393 | $5,272,761 | |
| 6 | ROK |
Rockwell Automation, Inc
|
10,431 | $5,164,179 | |
| 7 | XE |
X-Energy, Inc.
|
99,959 | $1,835,247 | |
| 8 | XYL |
Xylem Inc.
|
5,149 | $608,663 |
All Filings in CMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,272,761 | 7,393 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||