Balefire, LLC

Position in CMI — Cummins Inc

CIK 1750924 DALLAS, TX

Position in CMI

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$409,382

+$143,063 QoQ

Shares Held

574

+16.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,466

of 2,094 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Balefire, LLC holds $3,753,205 across 8 Specialty Industrial Machinery names. CMI ranks #5 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	756	$888,194
2	EMR	Emerson Electric Co	4,260	$609,819
3	DOV	DOVER Corp	2,368	$531,095
4	MIDD	MIDDLEBY Corp	3,538	$489,540
5	CMI	Cummins Inc This page	574	$409,382
6	ETN	Eaton Corp plc	834	$355,384
7	PH	Parker-Hannifin Corp	249	$243,551
8	MIR	Mirion Technologies, Inc.	12,618	$226,240

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$409,382	574	+16.0%	Shares	Sole	2026-07-07
2026-03-31	$266,319	495	0.0%	Shares	Sole	2026-05-07
2025-12-31	$252,672	495	-8.7%	Shares	Sole	2026-01-12
2025-09-30	$228,924	542	-40.0%	Shares	Sole	2025-10-08
2025-03-31	$283,036	903	-77.6%	Shares	Sole	2025-04-23
2024-12-31	$1,404,858	4,030	-1.1%	Shares	Sole	2025-02-03
2024-09-30	$1,319,444	4,075	+34.1%	Shares	Sole	2024-10-15
2024-06-30	$841,590	3,039	+37.4%	Shares	Sole	2024-08-01
2024-03-31	$651,765	2,212	+69.9%	Shares	Sole	2024-05-10
2023-12-31	$311,920	1,302	+154.3%	Shares	Sole	2024-02-07
2023-09-30	$116,971	512	+29.9%	Shares	Sole	2023-12-06
2023-06-30	$96,593	394	-76.9%	Shares	Sole	2023-08-21
2020-12-31	$386,978	1,704	-86.8%	Shares	Sole	2021-02-08
2020-09-30	$2,722,697	12,894	-19.5%	Shares	Sole	2020-11-12
2020-06-30	$2,773,546	16,008	-3.5%	Shares	Sole	2020-08-14
2020-03-31	$2,243,740	16,581	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.