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Covalis Capital LLP

Position in CMI — Cummins Inc

CIK 1698819 LONDON, X0

Position in CMI

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$22,063,124
-$3,358,306 QoQ
Shares Held
41,008
-17.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026

Covalis Capital LLP holds $122,548,045 across 4 Specialty Industrial Machinery names. CMI ranks #3 (18.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CMI
Cummins Inc
This page
41,008 $22,063,124

All Filings in CMI

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5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $22,063,124 41,008
2025-12-31 $25,421,430 49,802
2025-09-30 $26,698,852 63,212
2025-06-30 $25,110,407 76,673
2025-03-31 $13,003,371 41,486