Position in CMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,026,070
+$3,625,784 QoQ
Shares Held
5,645
+658.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#631
of 2,094 holders
Holding Since
Dec 2022
12 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, 2026LBP AM SA holds $179,507,222 across 14 Specialty Industrial Machinery names. CMI ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
62,451 | $73,371,181 | |
| 2 | ETN |
Eaton Corp plc
|
104,882 | $44,692,317 | |
| 3 | XYL |
Xylem Inc.
|
148,518 | $17,556,312 | |
| 4 | ROK |
Rockwell Automation, Inc
|
21,156 | $10,473,912 | |
| 5 | EMR |
Emerson Electric Co
|
69,836 | $9,997,023 | |
| 6 | PNR |
PENTAIR plc
|
87,202 | $6,684,905 | |
| 7 | CMI |
Cummins Inc
This page
|
5,645 | $4,026,070 | |
| 8 | ITT |
Itt Inc.
|
16,585 | $3,279,849 |
All Filings in CMI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,026,070 | 5,645 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $400,286 | 744 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,367,863 | 12,475 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,171,670 | 14,612 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $5,800,207 | 18,505 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,688,239 | 19,186 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,794,307 | 8,630 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $957,070 | 3,456 | Shares | Sole | 2024-07-31 | |
| 2023-09-30 | $2,174,253 | 9,517 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,964,221 | 8,012 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,548,181 | 6,481 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,643,210 | 6,782 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||