Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionAndra AP-fonden
Latest Disclosed Ownership22,320 shares
Latest Disclosed Value $ 12,008,606
Andra AP-fonden reports 87.25% increase in ownership of CMI / Cummins Inc.

On May 8, 2026 - Andra AP-fonden filed a 13F-HR form disclosing ownership of 22,320 shares of Cummins Inc. (MX:CMI) valued at $12,008,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,920 shares of Cummins Inc.. This represents a change in shares of 87.25% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F CUMMINS COM 231021106 22,320 10,400 87.25 12,009 97.37 0.1431
2026-02-12 2025-12-31 13F CUMMINS COM 231021106 11,920 5,920 98.67 6,085 140.09 0.0752
2025-11-12 2025-09-30 13F CUMMINS COM 231021106 6,000 -47,200 -88.72 2,534 -85.46 0.0324
2025-08-06 2025-06-30 13F CUMMINS COM 231021106 53,200 8,800 19.82 17,423 25.20 0.2424
2025-05-13 2025-03-31 13F CUMMINS COM 231021106 44,400 -2,900 -6.13 13,917 -15.60 0.2282
2025-02-07 2024-12-31 13F CUMMINS COM 231021106 47,300 -3,300 -6.52 16,489 0.64 0.2641
2024-11-12 2024-09-30 13F CUMMINS COM 231021106 50,600 50,600 16,384 0.2413
2023-02-13 2022-12-31 13F CUMMINS COM 231021106 0 -51,400 -100.00 0 -100.00
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 51,400 3,000 6.20 10,460 11.67 0.3427
2022-08-15 2022-06-30 13F CUMMINS COM 231021106 48,400 -22,000 -31.25 9,367 -39.01 0.2683
2022-02-15 2021-12-31 13F CUMMINS COM 231021106 70,400 19,600 38.58 15,357 34.62 0.3128
2021-11-12 2021-09-30 13F CUMMINS COM 231021106 50,800 2,300 4.74 11,408 -3.53 0.2348
2021-08-16 2021-06-30 13F CUMMINS COM 231021106 48,500 800 1.68 11,825 -4.33 0.2415
2021-05-17 2021-03-31 13F CUMMINS COM 231021106 47,700 -5,000 -9.49 12,360 3.28 0.2725
2021-02-12 2020-12-31 13F CUMMINS COM 231021106 52,700 14,000 36.18 11,968 46.45 0.2641
2020-11-12 2020-09-30 13F CUMMINS COM 231021106 38,700 6,300 19.44 8,172 45.56 0.2216
2020-08-06 2020-06-30 13F CUMMINS COM 231021106 32,400 -6,700 -17.14 5,614 6.10 0.1634
2020-05-13 2020-03-31 13F CUMMINS COM 231021106 39,100 -4,800 -10.93 5,291 -32.65 0.1924
2020-02-10 2019-12-31 13F CUMMINS COM 231021106 43,900 -200 -0.45 7,856 9.51 0.2248
2019-11-19 2019-09-30 13F CUMMINS COM 231021106 44,100 -4,400 -9.07 7,174 -13.67 0.2132
2019-08-15 2019-06-30 13F CUMMINS COM 231021106 48,500 9,000 22.78 8,310 33.26 0.2392
2019-05-14 2019-03-31 13F CUMMINS COM 231021106 39,500 -6,800 -14.69 6,236 -7.79 0.1816
2018-10-16 2018-09-30 13F CUMMINS COM 231021106 46,300 -4,100 -8.13 6,763 0.90 0.1744
2018-08-17 2018-06-30 13F CUMMINS COM 231021106 50,400 1,900 3.92 6,703 -14.73 0.1812
2018-04-10 2018-03-31 13F CUMMINS COM 231021106 48,500 21,300 78.31 7,861 63.60 0.2037
2018-02-14 2017-12-31 13F CUMMINS COM 231021106 27,200 -3,900 -12.54 4,805 -8.06 0.1091
2017-10-31 2017-09-30 13F CUMMINS COM 231021106 31,100 -1,600 -4.89 5,226 -1.49 0.1223
2017-08-08 2017-06-30 13F CUMMINS COM 231021106 32,700 -3,400 -9.42 5,305 -2.80 0.1313
2017-05-15 2017-03-31 13F CUMMINS COM 231021106 36,100 -1,200 -3.22 5,458 7.06 0.1280
2017-02-13 2016-12-31 13F CUMMINS COM 231021106 37,300 -9,000 -19.44 5,098 -14.07 0.1395
2016-11-14 2016-09-30 13F CUMMINS COM 231021106 46,300 13,600 41.59 5,933 61.35 0.1589
2016-08-12 2016-06-30 13F CUMMINS COM 231021106 32,700 3,600 12.37 3,677 14.94 0.0939
2016-05-04 2016-03-31 13F CUMMINS COM 231021106 29,100 700 2.46 3,199 28.01 0.0837
2016-02-10 2015-12-31 13F CUMMINS COM 231021106 28,400 11,300 66.08 2,499 34.57 0.0714
2015-11-12 2015-09-30 13F CUMMINS COM 231021106 17,100 0 0.00 1,857 -17.21 0.0544
2015-08-13 2015-06-30 13F CUMMINS COM 231021106 17,100 -1,900 -10.00 2,243 -14.84 0.0648
2015-05-14 2015-03-31 13F CUMMINS COM 231021106 19,000 -8,300 -30.40 2,634 -33.08 0.0746
2015-02-13 2014-12-31 13F CUMMINS COM 231021106 27,300 -800 -2.85 3,936 6.12 0.0912
2014-11-12 2014-09-30 13F CUMMINS COM 231021106 28,100 8,600 44.10 3,709 23.26 0.0870
2014-07-09 2014-06-30 13F CUMMINS COM 231021106 19,500 -7,500 -27.78 3,009 -25.21 0.0660
2014-05-13 2014-03-31 13F CUMMINS COM 231021106 27,000 -25,300 -48.37 4,023 -45.44 0.0928
2014-02-05 2013-12-31 13F CUMMINS COM 231021106 52,300 -600 -1.13 7,373 4.89 0.1740
2013-11-07 2013-09-30 13F CUMMINS COM 231021106 52,900 -19,400 -26.83 7,029 -10.37 0.1792
2013-07-18 2013-06-30 13F CUMMINS COM 231021106 72,300 72,300 7,842 0.2040
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.