Position in CMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,081,541
-$3,479,612 QoQ
Shares Held
8,527
-52.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#527
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026Havemeyer Place LP holds $19,859,055 across 9 Specialty Industrial Machinery names. CMI ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
22,020 | $6,447,676 | |
| 2 | CMI |
Cummins Inc
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|
8,527 | $6,081,541 | |
| 3 | PH |
Parker-Hannifin Corp
|
5,026 | $4,916,031 | |
| 4 | IEX |
Idex Corp /De/
|
5,805 | $1,317,444 | |
| 5 | SYM |
Symbotic Inc.
|
8,777 | $394,526 | |
| 6 | XYL |
Xylem Inc.
|
2,362 | $279,212 | |
| 7 | DOV |
DOVER Corp
|
751 | $168,434 | |
| 8 | NNE |
Nano Nuclear Energy Inc.
|
7,852 | $165,991 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,081,541 | 8,527 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,561,153 | 17,771 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,174,545 | 2,301 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||