Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,674,617
+$487,745 QoQ
Shares Held
2,348
+6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#886
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026Sagewood Asset Management LP holds $11,981,266 across 10 Specialty Industrial Machinery names. CMI ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
24,689 | $6,677,633 | |
| 2 | CMI |
Cummins Inc
This page
|
2,348 | $1,674,617 | |
| 3 | GEV |
GE Vernova Inc.
|
1,188 | $1,395,733 | |
| 4 | ETN |
Eaton Corp plc
|
1,371 | $584,210 | |
| 5 | IEX |
Idex Corp /De/
|
1,585 | $359,715 | |
| 6 | GNRC |
Generac Holdings Inc.
|
1,214 | $355,471 | |
| 7 | RRX |
Regal Rexnord Corp
|
1,102 | $262,485 | |
| 8 | NDSN |
Nordson Corp
|
854 | $257,643 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,674,617 | 2,348 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,186,872 | 2,206 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,071,434 | 2,099 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||