Position in CMI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$19,101,190
+$5,567,297 QoQ
Shares Held
26,782
+6.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
4.11%
of 13F equity value
Holder Rank
#294
of 2,102 holders
Holding Since
Dec 2023
11 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, 2026Eldred Rock Partners, LLC holds $33,924,515 across 2 Specialty Industrial Machinery names. CMI ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
26,782 | $19,101,190 | |
| 2 | EMR |
Emerson Electric Co
|
103,551 | $14,823,325 |
All Filings in CMI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,101,190 | 26,782 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $13,533,893 | 25,155 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $17,646,766 | 34,571 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $16,395,136 | 38,817 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,341,652 | 34,631 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $11,434,291 | 36,480 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $11,522,973 | 33,055 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $10,646,538 | 32,881 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $8,749,880 | 31,596 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,938,207 | 30,335 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,194,766 | 30,032 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||