Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$105,555
+$77,040 QoQ
Shares Held
148
+179.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,883
of 2,094 holders
Holding Since
Mar 2026
2 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, 2026Bayforest Capital Ltd holds $1,525,049 across 14 Specialty Industrial Machinery names. CMI ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLIO |
Helios Technologies, Inc.
|
2,796 | $249,543 | |
| 2 | KAI |
Kadant Inc
|
769 | $241,642 | |
| 3 | GNRC |
Generac Holdings Inc.
|
778 | $227,806 | |
| 4 | MIDD |
MIDDLEBY Corp
|
1,142 | $158,077 | |
| 5 | FELE |
Franklin Electric Co Inc
|
1,329 | $142,455 | |
| 6 | CMI |
Cummins Inc
This page
|
148 | $105,555 | |
| 7 | ITT |
Itt Inc.
|
529 | $104,615 | |
| 8 | DOV |
DOVER Corp
|
348 | $78,049 |
All Filings in CMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,555 | 148 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $28,515 | 53 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||