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Two Point Capital Management, Inc.

Position in CMI — Cummins Inc

CIK 1962382 Pittsford, NY

Position in CMI

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$19,664,626
+$4,799,134 QoQ
Shares Held
27,572
-0.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
7.94%
of 13F equity value
Holder Rank
#288
of 2,094 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CMI Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Two Point Capital Management, Inc. holds $52,474,593 across 4 Specialty Industrial Machinery names. CMI ranks #1 (37.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CMI
Cummins Inc
This page
27,572 $19,664,626

All Filings in CMI

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,664,626 27,572
2026-03-31 $14,865,492 27,630
2025-12-31 $19,574,226 38,347
2025-09-30 $16,175,926 38,298
2025-06-30 $12,681,127 38,721
2024-12-31 $11,538,660 33,100
2024-09-30 $10,761,160 33,235
2024-06-30 $9,088,565 32,819
2024-03-31 $9,586,143 32,534
2023-12-31 $7,688,759 32,094