Position in CMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$61,800,359
+$60,730,776 QoQ
Shares Held
86,651
+4258.7% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#148
of 2,094 holders
Holding Since
Mar 2020
13 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, 20261832 Asset Management L.P. holds $1,413,891,971 across 14 Specialty Industrial Machinery names. CMI ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,167,727 | $497,591,829 | |
| 2 | EMR |
Emerson Electric Co
|
2,124,889 | $304,177,860 | |
| 3 | GEV |
GE Vernova Inc.
|
171,011 | $200,913,983 | |
| 4 | AME |
Ametek Inc/
|
585,373 | $141,625,143 | |
| 5 | AOS |
Smith A O Corp
|
1,468,113 | $92,080,047 | |
| 6 | ITW |
Illinois Tool Works Inc
|
238,387 | $64,476,531 | |
| 7 | CMI |
Cummins Inc
This page
|
86,651 | $61,800,359 | |
| 8 | GNRC |
Generac Holdings Inc.
|
58,021 | $16,989,129 |
All Filings in CMI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,800,359 | 86,651 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,069,583 | 1,988 | Shares | Sole | 2026-05-14 | |
| 2025-03-31 | $2,962,321 | 9,451 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $8,030 | 29 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,830 | 13 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $913 | 4 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $2,665 | 11 | Shares | Sole | 2023-02-15 | |
| 2021-09-30 | $237,359 | 1,057 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $33,684 | 130 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,928,070 | 21,700 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,585,128 | 21,714 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,759,742 | 21,700 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,936,444 | 21,700 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||