Position in CMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$571,788,301
+$261,657,434 QoQ
Shares Held
801,711
+39.1% QoQ
Ownership
0.582%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#27
of 2,102 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Derivatives in CMI
reported options exposure · as of Jun 30, 2026CallValue
$24,866,779
CallShares
34,866
PutValue
$1,792,296
PutShares
2,513
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UBS Group AG holds $11,720,774,220 across 74 Specialty Industrial Machinery names. CMI ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,243,158 | $2,234,214,483 | |
| 2 | GEV |
GE Vernova Inc.
|
1,889,093 | $2,219,419,798 | |
| 3 | ROK |
Rockwell Automation, Inc
|
2,183,669 | $1,081,090,844 | |
| 4 | PH |
Parker-Hannifin Corp
|
994,945 | $973,175,600 | |
| 5 | EMR |
Emerson Electric Co
|
6,784,729 | $971,233,951 | |
| 6 | CMI |
Cummins Inc
This page
|
801,711 | $571,788,301 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,784,515 | $482,657,768 | |
| 8 | FLS |
Flowserve Corp
|
5,649,681 | $418,980,341 |
All Filings in CMI
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,792,296 | 2,513 | Put | Defined | 2026-08-13 | |
| 2026-06-30 | $571,788,301 | 801,711 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $24,866,779 | 34,866 | Call | Defined | 2026-08-13 | |
| 2026-03-31 | $1,352,044 | 2,513 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $310,130,867 | 576,430 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $8,267,215 | 15,366 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $5,036,099 | 9,866 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $327,310,236 | 641,219 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $1,333,805 | 2,613 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $250,388,114 | 592,817 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $4,167,102 | 9,866 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $1,077,465 | 2,551 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $835,452 | 2,551 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $290,379,184 | 886,654 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $3,231,115 | 9,866 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $10,265,473 | 32,751 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $5,819,327 | 18,566 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $284,965,226 | 909,154 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $16,686,087 | 47,866 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $21,805,278 | 62,551 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $264,168,728 | 757,799 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,976,719 | 43,166 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $224,822,610 | 694,347 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $20,221,009 | 62,451 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $17,294,555 | 62,451 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $11,953,960 | 43,166 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $144,464,684 | 521,665 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,371,680 | 35,200 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $12,626,047 | 42,851 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $242,323,695 | 822,412 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $138,840,156 | 579,539 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $33,324,187 | 139,100 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $27,790,120 | 116,000 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $24,422,374 | 106,900 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $119,171,816 | 521,631 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $27,095,356 | 118,600 | Put | Defined | 2023-11-09 | |
| 2023-06-30 | $127,910,267 | 521,742 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $25,226,964 | 102,900 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $36,872,064 | 150,400 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $24,270,208 | 101,600 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $39,367,424 | 164,800 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $119,184,635 | 498,931 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $31,861,135 | 131,500 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $61,687,034 | 254,600 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $127,766,784 | 527,330 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $46,603,790 | 229,000 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $93,750,746 | 460,669 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $19,313,099 | 94,900 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $99,373,008 | 513,476 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $27,036,141 | 139,700 | Put | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||