Position in CMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,012,758
+$601,173 QoQ
Shares Held
1,420
+85.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,059
of 2,094 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sivia Capital Partners, LLC holds $13,536,563 across 13 Specialty Industrial Machinery names. CMI ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,432 | $4,032,119 | |
| 2 | OTIS |
Otis Worldwide Corp
|
28,976 | $2,074,681 | |
| 3 | ETN |
Eaton Corp plc
|
3,255 | $1,387,020 | |
| 4 | PNR |
PENTAIR plc
|
15,111 | $1,158,409 | |
| 5 | CMI |
Cummins Inc
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|
1,420 | $1,012,758 | |
| 6 | ITT |
Itt Inc.
|
4,643 | $918,199 | |
| 7 | AME |
Ametek Inc/
|
3,079 | $744,933 | |
| 8 | DOV |
DOVER Corp
|
2,907 | $651,981 |
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,012,758 | 1,420 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $411,585 | 765 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $815,699 | 1,598 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $569,354 | 1,348 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $347,477 | 1,061 | Shares | Sole | 2025-09-24 | |
| 2025-03-31 | $328,485 | 1,048 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||