Position in CMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$132,627,816
+$55,729,158 QoQ
Shares Held
185,959
+30.1% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#90
of 2,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Derivatives in CMI
reported options exposure · as of Dec 31, 2025CallValue
$2,756,430
CallShares
5,400
PutValue
$4,134,645
PutShares
8,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CITIGROUP INC holds $3,055,934,376 across 62 Specialty Industrial Machinery names. CMI ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,214,464 | $1,426,825,174 | |
| 2 | ETN |
Eaton Corp plc
|
564,310 | $240,463,775 | |
| 3 | PH |
Parker-Hannifin Corp
|
142,017 | $138,909,667 | |
| 4 | CMI |
Cummins Inc
This page
|
185,959 | $132,627,816 | |
| 5 | ROK |
Rockwell Automation, Inc
|
255,527 | $126,506,306 | |
| 6 | ITT |
Itt Inc.
|
636,136 | $125,802,254 | |
| 7 | IR |
Ingersoll Rand Inc.
|
1,414,682 | $115,989,775 | |
| 8 | EMR |
Emerson Electric Co
|
720,454 | $103,132,989 |
All Filings in CMI
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,627,816 | 185,959 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $76,898,658 | 142,929 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,134,645 | 8,100 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $2,756,430 | 5,400 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $63,444,338 | 124,291 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,421,197 | 8,100 | Put | Defined | 2025-11-10 | |
| 2025-09-30 | $2,280,798 | 5,400 | Call | Defined | 2025-11-10 | |
| 2025-09-30 | $203,440,844 | 481,665 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $171,760,321 | 524,459 | Shares | Defined | 2025-08-11 | |
| 2025-06-30 | $1,768,500 | 5,400 | Call | Defined | 2025-08-11 | |
| 2025-06-30 | $2,652,750 | 8,100 | Put | Defined | 2025-08-11 | |
| 2025-03-31 | $1,692,576 | 5,400 | Call | Defined | 2025-05-12 | |
| 2025-03-31 | $2,538,864 | 8,100 | Put | Defined | 2025-05-12 | |
| 2025-03-31 | $171,673,594 | 547,708 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $8,610,420 | 24,700 | Put | Defined | 2025-02-12 | |
| 2024-12-31 | $5,507,880 | 15,800 | Call | Defined | 2025-02-12 | |
| 2024-12-31 | $116,484,687 | 334,150 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $5,374,914 | 16,600 | Put | Defined | 2024-11-12 | |
| 2024-09-30 | $3,367,416 | 10,400 | Call | Defined | 2024-11-12 | |
| 2024-09-30 | $123,938,068 | 382,773 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,597,038 | 16,600 | Put | Defined | 2024-08-12 | |
| 2024-06-30 | $99,306,542 | 358,598 | Shares | Defined | 2024-08-12 | |
| 2024-06-30 | $2,880,072 | 10,400 | Call | Defined | 2024-08-12 | |
| 2024-03-31 | $3,064,360 | 10,400 | Call | Defined | 2024-05-10 | |
| 2024-03-31 | $93,334,510 | 316,764 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $4,891,190 | 16,600 | Put | Defined | 2024-05-10 | |
| 2023-12-31 | $119,188,708 | 497,511 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $2,491,528 | 10,400 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $3,976,862 | 16,600 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $70,365,220 | 307,998 | Shares | Defined | 2023-12-06 | |
| 2023-09-30 | $822,456 | 3,600 | Put | Defined | 2023-12-06 | |
| 2023-09-30 | $548,304 | 2,400 | Call | Defined | 2023-12-06 | |
| 2023-06-30 | $75,885,598 | 309,535 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $83,801,968 | 350,812 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $88,467,587 | 365,131 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $74,874,989 | 367,918 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $75,270,781 | 388,936 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $85,223,406 | 415,501 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $98,021,423 | 449,351 | Shares | Defined | 2022-02-10 | |
| 2021-12-31 | $1,526,980 | 7,000 | Put | Defined | 2022-02-10 | |
| 2021-12-31 | $1,526,980 | 7,000 | Call | Defined | 2022-02-10 | |
| 2021-09-30 | $98,413,193 | 438,249 | Shares | Defined | 2021-11-10 | |
| 2021-09-30 | $1,571,920 | 7,000 | Put | Defined | 2021-11-10 | |
| 2021-09-30 | $1,571,920 | 7,000 | Call | Defined | 2021-11-10 | |
| 2021-06-30 | $1,706,670 | 7,000 | Call | Defined | 2021-08-10 | |
| 2021-06-30 | $1,706,670 | 7,000 | Put | Defined | 2021-08-10 | |
| 2021-06-30 | $114,090,642 | 467,949 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $118,506,029 | 457,358 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $1,813,770 | 7,000 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $1,813,770 | 7,000 | Call | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||