CMI

Cummins Inc

4 super-investor ownerscombined $499Mlargest position 1.0%

1 TRIM

4 of the 83 super-investors we track hold CMI, worth a combined $499M per their latest 13F filings. The largest position: Christopher Bloomstran at 1.0% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 25 of 100 (how strongly the cohort backs it) — ranked #552 of 742 stocks. The stock is up 6.1x since a tracked investor first held it at conviction size (Q1 2014 or earlier).

Held through it: Christopher Bloomstran (31q straight), Bill Nygren (40q straight), First Eagle Investment Management (42q straight) and 4 more. All multibaggers the cohort held →

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Why super-investors own CMI

CMI is held by 4 super-investors in our cohort, with a combined position value of $499M. The highest-conviction owner is Christopher Bloomstran at 1.0% of their portfolio. Cohort ownership has shrunk from 5 to 4 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 4

Peak: 9

Owners (4) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	First Eagle Investment Management	0.6%	40q	$383M	536,868
2	Joel Greenblatt	0.1%	39q	$107M	149,683
3	Christopher Bloomstran	1.0%	32q	$9M	12,972
4	Mairs & Power Funds	<0.1%	15q	$377K	528