Sepio Capital, LP

Position in CMI — Cummins Inc

CIK 1751412 Salt Lake City, UT

Position in CMI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,839,129

+$1,405,486 QoQ

Shares Held

6,785

+6.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#582

of 2,094 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Sepio Capital, LP holds $8,739,482 across 8 Specialty Industrial Machinery names. CMI ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	6,785	$4,839,129
2	IEX	Idex Corp /De/	4,209	$955,232
3	NDSN	Nordson Corp	2,737	$825,725
4	ETN	Eaton Corp plc	1,697	$723,125
5	GEV	GE Vernova Inc.	422	$495,790
6	GGG	Graco Inc	4,711	$356,198
7	EMR	Emerson Electric Co	2,194	$314,071
8	ROK	Rockwell Automation, Inc	465	$230,212

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,839,129	6,785	+6.3%	Shares	Sole	2026-07-28
2026-03-31	$3,433,643	6,382	+4.1%	Shares	Sole	2026-05-13
2025-12-31	$3,130,589	6,133	+104.4%	Shares	Sole	2026-02-12
2023-06-30	$735,480	3,000	+1.0%	Shares	Sole	2023-08-08
2023-03-31	$709,234	2,969	-1.1%	Shares	Sole	2023-05-10
2022-12-31	$727,112	3,001	+0.5%	Shares	Sole	2023-02-03
2022-09-30	$607,680	2,986	-0.7%	Shares	Sole	2022-10-28
2022-06-30	$581,944	3,007	+0.9%	Shares	Sole	2022-07-26
2022-03-31	$611,432	2,981	-60.4%	Shares	Sole	2022-05-09
2021-12-31	$1,642,157	7,528	+246.8%	Shares	Sole	2022-01-25
2021-09-30	$487,519	2,171	-82.0%	Shares	Sole	2021-11-03
2021-06-30	$2,948,150	12,092	+19.5%	Shares	Sole	2021-07-29
2021-03-31	$2,622,452	10,121	+321.4%	Shares	Sole	2021-05-10
2020-12-31	$545,494	2,402	-49.6%	Shares	Sole	2021-02-10
2020-09-30	$1,005,543	4,762	+161.9%	Shares	Sole	2020-11-12
2020-06-30	$314,986	1,818	—	Shares	Sole	2020-08-04
No filing history on record for this holder in this stock.