Merewether Investment Management, LP

Position in CMI — Cummins Inc

CIK 1736852 DALLAS, TX

Position in CMI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$39,559,534

-$14,578,793 QoQ

Shares Held

73,528

-30.7% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Merewether Investment Management, LP holds $74,869,363 across 2 Specialty Industrial Machinery names.

#	Ticker	Company	Shares	Value (USD)	Open
1	INIO	Innio N.V.	1,788,900	$70,750,995
2	XE	X-Energy, Inc.	224,312	$4,118,368

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,559,534	73,528	-30.7%	Shares	Sole	2026-05-15
2025-12-31	$54,138,327	106,060	-50.9%	Shares	Sole	2026-02-17
2025-09-30	$91,147,446	215,800	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.