Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$512,084
+$132,242 QoQ
Shares Held
718
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,360
of 2,094 holders
Holding Since
Sep 2025
4 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, 2026Waterloo Capital, L.P. holds $7,268,834 across 8 Specialty Industrial Machinery names. CMI ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
13,095 | $1,874,549 | |
| 2 | GEV |
GE Vernova Inc.
|
1,286 | $1,510,869 | |
| 3 | ETN |
Eaton Corp plc
|
2,978 | $1,268,985 | |
| 4 | PH |
Parker-Hannifin Corp
|
999 | $977,141 | |
| 5 | DOV |
DOVER Corp
|
2,369 | $531,319 | |
| 6 | CMI |
Cummins Inc
This page
|
718 | $512,084 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,227 | $331,866 | |
| 8 | AME |
Ametek Inc/
|
1,083 | $262,021 |
All Filings in CMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,084 | 718 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $379,842 | 706 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $601,820 | 1,179 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $267,360 | 633 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||