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CMI —
CUMMINS INC
CUSIP: 231021106 · Held by 6 superinvestors · Combined value: $980,863,744
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.1% | $556,821,319 | 1,090,844 | ADD | +550,051 |
| 2 | First Eagle Investment Mgmt | 0.7% | $385,358,087 | 754,938 | REDUCE | -668,563 |
| 3 | Christopher Bloomstran | 2.3% | $20,302,638 | 39,774 | REDUCE | -162 |
| 4 | Ray Dalio | 0.1% | $15,713,182 | 30,783 | ADD | +26,120 |
| 5 | Robert Olstein | 0.5% | $2,399,000 | 4,700 | REDUCE | -3,250 |
| 6 | Mairs & Power | 0.0% | $269,518 | 528 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ken Griffin | ADD | +550,051 | +101.7% |
| Ray Dalio | ADD | +26,120 | +560.2% |
| Christopher Bloomstran | REDUCE | -162 | -0.4% |
| First Eagle Investment Mgmt | REDUCE | -668,563 | -47.0% |
| Robert Olstein | REDUCE | -3,250 | -40.9% |
| Jim Simons | SOLD | -52,200 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Mairs & Power | NEW BUY | +528 | New |
| Ray Dalio | NEW BUY | +4,663 | New |
| Jim Simons | ADD | +36,000 | +222.2% |
| Ken Griffin | ADD | +14,976 | +2.8% |
| Christopher Bloomstran | REDUCE | -103 | -0.3% |
| First Eagle Investment Mgmt | REDUCE | -99,547 | -6.5% |
| Robert Olstein | REDUCE | -5,550 | -41.1% |
Who Owns CMI? Superinvestor Holdings
CUMMINS INC is held by 6 tracked superinvestors, with a combined position value of $981 million . The largest positions are held by Ken Griffin (0.1% of portfolio), First Eagle Investment Mgmt (0.7% of portfolio), Christopher Bloomstran (2.3% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 3 reduced or exited.