Covalis Capital LLP

Position in CMI — Cummins Inc

CIK 1698819 LONDON, X0

Position in CMI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,062,603

-$20,000,521 QoQ

Shares Held

2,892

-92.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#832

of 2,110 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Covalis Capital LLP holds $65,284,385 across 4 Specialty Industrial Machinery names. CMI ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNRC	Generac Holdings Inc.	100,729	$29,494,458
2	INIO	Innio N.V.	712,960	$28,197,568
3	XE	X-Energy, Inc.	301,185	$5,529,756
4	CMI	Cummins Inc This page	2,892	$2,062,603

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,062,603	2,892	-92.9%	Shares	Sole	2026-08-13
2026-03-31	$22,063,124	41,008	-17.7%	Shares	Sole	2026-05-15
2025-12-31	$25,421,430	49,802	-21.2%	Shares	Sole	2026-02-17
2025-09-30	$26,698,852	63,212	-17.6%	Shares	Sole	2025-11-14
2025-06-30	$25,110,407	76,673	+84.8%	Shares	Sole	2025-08-12
2025-03-31	$13,003,371	41,486	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.