Position in CMI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$425,073
+$104,414 QoQ
Shares Held
596
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,449
of 2,094 holders
Holding Since
Sep 2020
22 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, 2026Oak Asset Management, LLC holds $2,363,997 across 3 Specialty Industrial Machinery names. CMI ranks #2 (18.0% of the industry book) .
All Filings in CMI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,073 | 596 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $320,659 | 596 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $380,795 | 746 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $315,088 | 746 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $295,077 | 901 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $282,409 | 901 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $314,088 | 901 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $291,734 | 901 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $249,513 | 901 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $265,479 | 901 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $215,852 | 901 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $205,842 | 901 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $220,889 | 901 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $215,230 | 901 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $218,303 | 901 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $213,889 | 1,051 | Shares | Sole | 2022-10-19 | |
| 2022-03-31 | $207,366 | 1,011 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $220,539 | 1,011 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $227,030 | 1,011 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $246,491 | 1,011 | Shares | Sole | 2021-07-14 | |
| 2020-12-31 | $229,598 | 1,011 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $213,482 | 1,011 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||