Yaupon Capital Management LP

Position in CMI — Cummins Inc

CIK 1755028 NEW YORK, NY

Position in CMI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$34,944,437

New position

Shares Held

48,996

first reported quarter

Ownership

0.036%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#203

of 2,063 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Yaupon Capital Management LP holds $112,891,243 across 6 Specialty Industrial Machinery names. CMI ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RRX	Regal Rexnord Corp	163,233	$38,880,468
2	CMI	Cummins Inc This page	48,996	$34,944,437
3	ROK	Rockwell Automation, Inc	28,793	$14,254,838
4	INIO	Innio N.V.	350,000	$13,842,500
5	XE	X-Energy, Inc.	400,000	$7,344,000
6	EROC	ERock, Inc.	250,000	$3,625,000

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,944,437	48,996	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.