CMI

CUMMINS INC

11 superinvestors own CMI

Based on latest 13F filings — data is 45–90 days delayed

Investor	Fund	Weight	Shares	Value	Quarter	Activity
Valley Forge Capital Management	Valley Forge Capital Management	2.31%	37,093	$4.1M	2011Q1	Reduced
Ruane Cunniff	Sequoia Fund	1.68%	4,174,738	$106.2M	2009Q1	Reduced
Kenneth Fisher	Fisher Asset Management	0.64%	3,497,060	$1.9B	2026Q1	Added
First Eagle Investment Management	First Eagle Investment Management	0.55%	767,231	$412.8M	2026Q1	Added
Robert Olstein	Olstein Capital Management	0.49%	4,700	$2K	2025Q4	New
Third Avenue Management	Third Avenue Management	0.19%	10,792	$228.5M	2002Q1	Held
Meridian / ArrowMark	Meridian Contrarian Fund	0.16%	44,000	$6.3M	2014Q4	New
Christopher Davis	Davis Selected Advisers	0.02%	70,036	$7.6M	2013Q2	Reduced
Richard Pzena	Pzena Investment Management	0.00%	2,469	$334K	2020Q1	New
Mairs & Power	Mairs & Power Growth Fund	0.00%	528	$284K	2026Q1	Held
Bill Nygren	Oakmark Select Fund – Harris Associates	0.00%	3,797	$910K	2023Q4	Held

Open-market purchases (P) and sales (S) from SEC Form 4 filings · last 12 months

No open-market insider trades in the last 12 months.

Form 4 filings for option exercises and other transaction types are excluded.

STOCK Act disclosures · last 12 months

Congressional trade data coming soon.

We are sourcing STOCK Act disclosures and will display them here shortly.

What Is SEC Form 4?

Understand the insider trade filings behind CMI activity.

What Is a 13F Filing?

How superinvestors disclose their quarterly holdings.

Insider Cluster Buying

Why multiple insiders buying together is a strong signal.

Superinvestor Consensus

The most widely held stocks across all tracked institutions.