CMI
Cummins Inc
4 super-investors hold CMI worth a combined $567M. The largest position: Christopher Bloomstran at 2.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #395 of 724 scored stocks.
Why super-investors own CMI
Ownership of CMI within this cohort is narrow and stable: four managers hold a combined $567M, though the count has been flat at roughly one consistent owner for eight straight quarters before the current four-owner tally, suggesting the expanded group has been static with zero additions, trims, or exits in 2026Q1. First Eagle Investment Management dominates by dollar value at $413M, while Christopher Bloomstran carries the highest portfolio conviction at 2.5%—meaningful for a manager known for concentrated, long-duration holdings. Joel Greenblatt holds $132M but at just 0.1% concentration, implying a modest systematic position. With no activity this quarter from any holder, interest is neither rising nor fading—this is a parked, low-churn allocation across a small slice of the cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 0.5% | 40q | $413M | 767,231 |
| 2 | Joel Greenblatt | 0.1% | 39q | $132M | 245,656 |
| 3 | Christopher Bloomstran | 2.5% | 31q | $21M | 39,530 |
| 4 | Mairs & Power Funds | <0.1% | 14q | $284K | 528 |
Owners of CMI also hold
Long US equity 13F-HR filings only. CUSIP 231021106. Not investment advice.