Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionFirst Eagle Investment Management, LLC
ManagerJohn Arnhold
Latest Disclosed Ownership767,231 shares
Latest Disclosed Value $ 412,785,412
First Eagle Investment Management, LLC reports 1.63% increase in ownership of CMI / Cummins Inc.

On May 14, 2026 - First Eagle Investment Management, LLC filed a 13F-HR/A form disclosing ownership of 767,231 shares of Cummins Inc. (MX:CMI) valued at $412,785,412 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 754,938 shares of Cummins Inc.. This represents a change in shares of 1.63% 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)
2026-05-14 2026-03-31 13F/A-1 CUMMINS COM 231021106 767,231 12,293 1.63 412,785 7.12 0.6750
2026-05-12 2026-03-31 13F CUMMINS COM 231021106 767,231 12,293 412,785 0.5311
2026-02-04 2025-12-31 13F CUMMINS COM 231021106 754,938 -668,563 -46.97 385,358 -35.91 0.6782
2025-11-12 2025-09-30 13F CUMMINS COM 231021106 1,423,501 -99,547 -6.54 601,244 20.54 1.0650
2025-08-06 2025-06-30 13F CUMMINS COM 231021106 1,523,048 -22,316 -1.44 498,798 2.98 0.9793
2025-05-12 2025-03-31 13F CUMMINS COM 231021106 1,545,364 4,932 0.32 484,379 -9.80 1.0107
2025-02-10 2024-12-31 13F CUMMINS COM 231021106 1,540,432 -309,483 -16.73 536,995 -10.35 1.1985
2024-11-12 2024-09-30 13F CUMMINS COM 231021106 1,849,915 -147,583 -7.39 598,984 8.28 1.2323
2024-08-12 2024-06-30 13F CUMMINS COM 231021106 1,997,498 -1,179 -0.06 553,167 -6.07 1.2383
2024-05-09 2024-03-31 13F CUMMINS COM 231021106 1,998,677 2,938 0.15 588,910 23.17 1.3378
2024-02-08 2023-12-31 13F CUMMINS COM 231021106 1,995,739 -4,184 -0.21 478,119 4.64 1.1391
2023-11-08 2023-09-30 13F CUMMINS COM 231021106 1,999,923 -47,871 -2.34 456,902 -8.99 1.1821
2023-08-09 2023-06-30 13F CUMMINS COM 231021106 2,047,794 -9,318 -0.45 502,037 2.16 1.2838
2023-05-11 2023-03-31 13F CUMMINS COM 231021106 2,057,112 1,263 0.06 491,403 -1.35 1.2993
2023-02-09 2022-12-31 13F CUMMINS COM 231021106 2,055,849 55,502 2.77 498,112 22.36 1.3710
2022-11-10 2022-09-30 13F CUMMINS COM 231021106 2,000,347 1,745 0.09 407,091 5.25 1.2209
2022-08-10 2022-06-30 13F CUMMINS COM 231021106 1,998,602 90,554 4.75 386,789 -1.17 1.0920
2022-05-11 2022-03-31 13F CUMMINS COM 231021106 1,908,048 -1,518 -0.08 391,360 -6.05 0.9583
2022-02-10 2021-12-31 13F CUMMINS COM 231021106 1,909,566 -38,116 -1.96 416,553 -4.76 1.0435
2021-11-10 2021-09-30 13F CUMMINS COM 231021106 1,947,682 -36,383 -1.83 437,371 -9.58 1.1218
2021-08-11 2021-06-30 13F CUMMINS COM 231021106 1,984,065 -5,000 -0.25 483,735 -6.14 1.2093
2021-05-13 2021-03-31 13F CUMMINS COM 231021106 1,989,065 -108,060 -5.15 515,387 8.22 1.3711
2021-02-10 2020-12-31 13F CUMMINS COM 231021106 2,097,125 -11,473 -0.54 476,257 6.96 1.3416
2020-11-10 2020-09-30 13F CUMMINS COM 231021106 2,108,598 -103,286 -4.67 445,252 16.18 1.3360
2020-08-10 2020-06-30 13F CUMMINS COM 231021106 2,211,884 10,440 0.47 383,231 28.64 1.2042
2020-05-12 2020-03-31 13F CUMMINS COM 231021106 2,201,444 329,228 17.58 297,899 -11.09 1.0813
2020-02-10 2019-12-31 13F CUMMINS COM 231021106 1,872,216 -322,912 -14.71 335,052 -6.17 0.9170
2019-11-12 2019-09-30 13F CUMMINS COM 231021106 2,195,128 -116,892 -5.06 357,081 -9.86 1.0142
2019-08-13 2019-06-30 13F/A-1 CUMMINS COM 231021106 2,312,020 -202,743 -8.06 396,142 -0.22 1.0691
2019-08-12 2019-06-30 13F CUMMINS COM 231021106 2,514,763 0 397,006
2019-05-13 2019-03-31 13F CUMMINS COM 231021106 2,514,763 -21,810 -0.86 397,006 17.12 1.0735
2019-02-11 2018-12-31 13F CUMMINS COM 231021106 2,536,573 567,951 28.85 338,988 17.89 0.9800
2018-11-13 2018-09-30 13F CUMMINS COM 231021106 1,968,622 867 0.04 287,557 9.88 0.7226
2018-08-13 2018-06-30 13F CUMMINS COM 231021106 1,967,755 -3,490 -0.18 261,711 -18.09 0.6429
2018-05-04 2018-03-31 13F CUMMINS COM 231021106 1,971,245 -15,265 -0.77 319,519 -8.94 0.7963
2018-02-05 2017-12-31 13F CUMMINS COM 231021106 1,986,510 -11,353 -0.57 350,897 4.53 0.8249
2017-11-06 2017-09-30 13F CUMMINS COM 231021106 1,997,863 39,674 2.03 335,701 5.68 0.7507
2017-08-04 2017-06-30 13F CUMMINS COM 231021106 1,958,189 13,228 0.68 317,657 8.02 0.7620
2017-05-05 2017-03-31 13F CUMMINS COM 231021106 1,944,961 29,869 1.56 294,078 12.36 0.7257
2017-02-06 2016-12-31 13F CUMMINS COM 231021106 1,915,092 331 0.02 261,736 6.67 0.6649
2016-11-07 2016-09-30 13F CUMMINS COM 231021106 1,914,761 -7,237 -0.38 245,377 13.54 0.6199
2016-08-09 2016-06-30 13F CUMMINS COM 231021106 1,921,998 4,812 0.25 216,109 2.53 0.5506
2016-05-05 2016-03-31 13F CUMMINS COM 231021106 1,917,186 483,653 33.74 210,775 67.06 0.5358
2016-02-12 2015-12-31 13F CUMMINS COM 231021106 1,433,533 1,433,533 0.00 126,165 0.3154
2015-11-09 2015-09-30 13F CUMMINS COM 231021106 0 0 0 0.0000
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.