Position in CMI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$266,740
+$65,521 QoQ
Shares Held
374
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,686
of 2,094 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026New Capital Management LP holds $266,740 across 1 Specialty Industrial Machinery name. CMI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
374 | $266,740 |
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,740 | 374 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $201,219 | 374 | Shares | Sole | 2026-04-14 | |
| 2021-03-31 | $92,761 | 358 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $81,301 | 358 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $75,595 | 358 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $62,027 | 358 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $48,444 | 358 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||