Position in CMI
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$981,886
-$106,392 QoQ
Shares Held
1,825
-14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Perpetual Ltd holds $162,565,091 across 9 Specialty Industrial Machinery names. CMI ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
704,749 | $92,336,211 | |
| 2 | WTS |
Watts Water Technologies Inc
|
60,825 | $17,656,889 | |
| 3 | XYL |
Xylem Inc.
|
112,257 | $13,414,711 | |
| 4 | PNR |
PENTAIR plc
|
149,250 | $13,001,166 | |
| 5 | MWA |
Mueller Water Products, Inc.
|
436,286 | $11,993,502 | |
| 6 | AOS |
Smith A O Corp
|
152,191 | $10,035,474 | |
| 7 | GEV |
GE Vernova Inc.
|
2,955 | $2,579,419 | |
| 8 | CMI |
Cummins Inc
This page
|
1,825 | $981,886 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $981,886 | 1,825 | Shares | Defined | 2026-04-14 | |
| 2025-12-31 | $1,088,278 | 2,132 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $835,870 | 1,979 | Shares | Defined | 2025-10-10 | |
| 2025-06-30 | $648,122 | 1,979 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $667,627 | 2,130 | Shares | Defined | 2025-04-24 | |
| 2024-12-31 | $742,518 | 2,130 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $365,882 | 1,130 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $312,930 | 1,130 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $332,954 | 1,130 | Shares | Defined | 2024-04-16 | |
| 2023-12-31 | $270,714 | 1,130 | Shares | Defined | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||