Applied Finance Capital Management, LLC

Position in CMI — Cummins Inc

CIK 1966007 SAN JUAN, PR

Position in CMI

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

Position Value

$21,847,761

+$2,376,280 QoQ

Shares Held

30,633

-15.4% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

#277

of 2,094 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $25,283,123 across 6 Specialty Industrial Machinery names. CMI ranks #1 (86.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	30,633	$21,847,761
2	ETN	Eaton Corp plc	2,384	$1,015,870
3	OTIS	Otis Worldwide Corp	12,028	$861,204
4	AME	Ametek Inc/	3,055	$739,126
5	IR	Ingersoll Rand Inc.	6,496	$532,607
6	PNR	PENTAIR plc	3,738	$286,555

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,847,761	30,633	-15.4%	Shares	Sole	2026-07-28
2026-03-31	$19,471,481	36,191	-20.9%	Shares	Sole	2026-05-04
2025-12-31	$23,350,024	45,744	-18.8%	Shares	Sole	2026-02-05
2025-09-30	$23,800,127	56,349	-7.3%	Shares	Sole	2025-11-06
2025-06-30	$19,911,017	60,797	+14.4%	Shares	Sole	2025-07-29
2025-03-31	$16,656,515	53,141	-60.4%	Shares	Sole	2025-05-07
2024-12-31	$46,833,015	134,346	-1.8%	Shares	Sole	2025-02-13
2024-09-30	$44,281,196	136,759	+0.8%	Shares	Sole	2024-11-08
2024-06-30	$37,556,692	135,618	+46.7%	Shares	Sole	2024-07-31
2024-03-31	$27,241,276	92,453	+36.0%	Shares	Sole	2024-05-07
2023-12-31	$16,286,208	67,981	+11.7%	Shares	Sole	2024-02-08
2023-09-30	$13,909,787	60,885	+6.7%	Shares	Sole	2023-11-08
2023-06-30	$13,982,945	57,036	+6.8%	Shares	Sole	2023-08-14
2023-03-31	$12,760,491	53,418	+0.5%	Shares	Sole	2023-05-12
2022-12-31	$12,877,228	53,148	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.