Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionL2 Asset Management, LLC
Latest Disclosed Ownership744 shares
Latest Disclosed Value $ 400,287
L2 Asset Management, LLC reports 7.51% increase in ownership of CMI / Cummins Inc.

On May 14, 2026 - L2 Asset Management, LLC filed a 13F-HR form disclosing ownership of 744 shares of Cummins Inc. (MX:CMI) valued at $400,287 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 692 shares of Cummins Inc.. This represents a change in shares of 7.51% 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 CUMMINS COM 231021106 744 52 7.51 400 13.31 0.0381
2026-02-13 2025-12-31 13F CUMMINS COM 231021106 692 -714 -50.78 353 -40.47 0.0472
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 1,406 -593 -29.66 594 -9.33 0.0859
2025-08-14 2025-06-30 13F CUMMINS COM 231021106 1,999 162 8.82 655 13.74 0.1071
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 1,837 236 14.74 576 3.05 0.1176
2025-02-14 2024-12-31 13F CUMMINS COM 231021106 1,601 100 6.66 558 14.81 0.1213
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 1,501 1,501 486 0.1321
2022-05-13 2022-03-31 13F CUMMINS COM 231021106 0 -926 -100.00 0 -100.00
2022-02-10 2021-12-31 13F CUMMINS COM 231021106 926 926 202 0.1411
2021-11-12 2021-09-30 13F CUMMINS COM 231021106 0 -3,696 -100.00 0 -100.00
2021-08-16 2021-06-30 13F CUMMINS COM 231021106 3,696 -1,462 -28.34 901 -32.56 0.8353
2021-05-17 2021-03-31 13F CUMMINS COM 231021106 5,158 -5,488 -51.55 1,336 -44.75 1.3771
2021-02-12 2020-12-31 13F CUMMINS COM 231021106 10,646 -246 -2.26 2,418 5.13 1.6611
2020-11-16 2020-09-30 13F CUMMINS COM 231021106 10,892 424 4.05 2,300 26.79 1.8528
2020-08-13 2020-06-30 13F CUMMINS COM 231021106 10,468 3,897 59.31 1,814 104.05 1.6422
2020-05-15 2020-03-31 13F CUMMINS COM 231021106 6,571 2,934 80.67 889 36.56 0.9980
2020-02-13 2019-12-31 13F CUMMINS COM 231021106 3,637 3,637 651 0.5704
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.