Position in CMI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,021,077
+$1,200,239 QoQ
Shares Held
5,638
+7.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#264
of 1,143 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, 2026GAMMA Investing LLC holds $49,041,250 across 52 Specialty Industrial Machinery names. CMI ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,336 | $10,968,492 | |
| 2 | ETN |
Eaton Corp plc
|
16,695 | $7,114,073 | |
| 3 | PH |
Parker-Hannifin Corp
|
4,342 | $4,246,997 | |
| 4 | CMI |
Cummins Inc
This page
|
5,638 | $4,021,077 | |
| 5 | ITW |
Illinois Tool Works Inc
|
11,764 | $3,181,809 | |
| 6 | EMR |
Emerson Electric Co
|
15,502 | $2,219,111 | |
| 7 | AME |
Ametek Inc/
|
8,388 | $2,029,392 | |
| 8 | ROK |
Rockwell Automation, Inc
|
4,006 | $1,983,290 |
All Filings in CMI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,021,077 | 5,638 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $2,820,838 | 5,243 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $2,570,115 | 5,035 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $1,858,850 | 4,401 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $1,312,620 | 4,008 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $1,191,385 | 3,801 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,083,797 | 3,109 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $768,029 | 2,372 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $478,535 | 1,728 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $358,883 | 1,218 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $250,111 | 1,044 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||