Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionPrincipal Street Partners, LLC
Latest Disclosed Ownership509 shares
Latest Disclosed Value $ 273,852
Principal Street Partners, LLC reports 54.02% decrease in ownership of CMI / Cummins Inc.

On May 15, 2026 - Principal Street Partners, LLC filed a 13F-HR form disclosing ownership of 509 shares of Cummins Inc. (MX:CMI) valued at $273,852 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,107 shares of Cummins Inc.. This represents a change in shares of -54.02% 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)
2026-05-15 2026-03-31 13F CUMMINS Common stock 231021106 509 -598 -54.02 274 -51.68 0.0447
2026-02-17 2025-12-31 13F CUMMINS Common stock 231021106 1,107 -363 -24.69 565 -8.87 0.0953
2025-11-14 2025-09-30 13F CUMMINS Common stock 231021106 1,470 -31 -2.07 621 26.27 0.0991
2025-08-14 2025-06-30 13F CUMMINS Common stock 231021106 1,501 30 2.04 492 6.51 0.0482
2025-05-15 2025-03-31 13F CUMMINS Common stock 231021106 1,471 -19,429 -92.96 461 -93.67 0.0858
2025-02-18 2024-12-31 13F CUMMINS Common stock 231021106 20,900 211 1.02 7,286 8.83 1.4327
2024-11-13 2024-09-30 13F CUMMINS Common stock 231021106 20,689 -6,004 -22.49 6,694 -9.43 1.0945
2024-08-14 2024-06-30 13F CUMMINS Common stock 231021106 26,693 -355 -1.31 7,392 -7.54 1.3240
2024-05-15 2024-03-31 13F CUMMINS Common stock 231021106 27,048 6,013 28.59 7,994 58.64 1.5112
2024-02-07 2023-12-31 13F CUMMINS Common stock 231021106 21,035 -198 -0.93 5,039 3.90 1.2158
2023-11-01 2023-09-30 13F CUMMINS Common stock 231021106 21,233 -454 -2.09 4,851 -8.77 0.9611
2023-08-21 2023-06-30 13F/A-1 CUMMINS Common stock 231021106 21,687 -966 -4.26 5,317 -1.76 1.2637
2023-08-15 2023-06-30 13F CUMMINS Common stock 231021106 22,653 0 5,411 1.3677
2023-05-11 2023-03-31 13F CUMMINS Common stock 231021106 22,653 -1,548 -6.40 5,411 -7.71 1.3677
2023-02-15 2022-12-31 13F CUMMINS Common stock 231021106 24,201 -1,125 -4.44 5,864 13.76 1.4774
2022-11-14 2022-09-30 13F CUMMINS Common stock 231021106 25,326 -2,852 -10.12 5,154 -5.50 1.3736
2022-08-15 2022-06-30 13F CUMMINS Common stock 231021106 28,178 5,577 24.68 5,454 17.64 1.4129
2022-05-05 2022-03-31 13F Cummins Common stock 231021106 22,601 1,666 7.96 4,636 1.51 1.0629
2022-02-07 2021-12-31 13F Cummins Common stock 231021106 20,935 204 0.98 4,567 -1.89 1.0993
2021-11-10 2021-09-30 13F Cummins Common stock 231021106 20,731 2,462 13.48 4,655 4.51 1.2682
2021-08-10 2021-06-30 13F Cummins Common stock 231021106 18,269 -34,483 -65.37 4,454 -67.42 1.1750
2021-05-13 2021-03-31 13F Cummins Common stock 231021106 52,752 34,131 183.29 13,669 223.22 1.7639
2021-02-16 2020-12-31 13F Cummins Common stock 231021106 18,621 -4,036 -17.81 4,229 -11.60 1.2952
2020-11-12 2020-09-30 13F Cummins Common stock 231021106 22,657 -1,469 -6.09 4,784 14.45 1.6808
2020-08-14 2020-06-30 13F Cummins Common stock 231021106 24,126 24,126 4,180 1.5615
2020-05-14 2020-03-31 13F Cummins Common stock 231021106 0 -47,495 -100.00 0 -100.00
2020-03-04 2019-12-31 13F Cummins Common stock 231021106 47,495 1,109 2.39 8,500 12.64 1.8942
2019-11-14 2019-09-30 13F CUMMINS INC COM Common stock 231021106 46,386 33,575 262.08 7,546 243.78 1.8895
2019-08-15 2019-06-30 13F CUMMINS INC COM Common stock 231021106 12,811 -22,337 -63.55 2,195 -60.44 1.2109
2019-05-15 2019-03-31 13F CUMMINS INC COM Common stock 231021106 35,148 35,148 5,549 2.4132
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.