Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionMariner, LLC
Latest Disclosed Ownership245,167 shares
Latest Disclosed Value $ 131,899,370
Mariner, LLC reports 10.53% increase in ownership of CMI / Cummins Inc.

On May 13, 2026 - Mariner, LLC filed a 13F-HR form disclosing ownership of 245,167 shares of Cummins Inc. (MX:CMI) valued at $131,899,370 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 221,808 shares of Cummins Inc.. This represents a change in shares of 10.53% 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)
2026-05-13 2026-03-31 13F CUMMINS COM 231021106 245,167 23,359 10.53 131,899 16.48 0.1540
2026-02-13 2025-12-31 13F CUMMINS COM 231021106 221,808 17,754 8.70 113,236 31.38 0.1348
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 204,054 12,790 6.69 86,186 37.60 0.1114
2025-08-14 2025-06-30 13F CUMMINS COM 231021106 191,264 8,628 4.72 62,638 9.42 0.0904
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 182,636 14,033 8.32 57,246 -2.60 0.0952
2025-02-13 2024-12-31 13F CUMMINS COM 231021106 168,603 9,838 6.20 58,775 14.32 0.0987
2024-11-13 2024-09-30 13F CUMMINS COM 231021106 158,765 4,907 3.19 51,412 20.66 0.0912
2024-08-13 2024-06-30 13F CUMMINS COM 231021106 153,858 3,340 2.22 42,608 -3.93 0.0826
2024-05-15 2024-03-31 13F CUMMINS COM 231021106 150,518 5,797 4.01 44,350 27.91 0.0917
2024-02-14 2023-12-31 13F CUMMINS COM 231021106 144,721 865 0.60 34,671 5.50 0.0822
2023-11-13 2023-09-30 13F CUMMINS COM 231021106 143,856 6,881 5.02 32,865 -2.13 0.0881
2023-08-11 2023-06-30 13F CUMMINS COM 231021106 136,975 13,056 10.54 33,580 115,693.10 0.0897
2023-05-15 2023-03-31 13F CUMMINS COM 231021106 123,919 10,807 9.55 30 -99.89 0.0860
2023-02-14 2022-12-31 13F CUMMINS COM 231021106 113,112 72,274 176.98 27,406 229.76 0.0881
2022-11-10 2022-09-30 13F CUMMINS COM 231021106 40,838 8,505 26.30 8,311 32.83 0.0332
2022-08-15 2022-06-30 13F CUMMINS COM 231021106 32,333 -391 -1.19 6,257 -6.79 0.0257
2022-05-13 2022-03-31 13F CUMMINS COM 231021106 32,724 3,273 11.11 6,713 4.50 0.0253
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 29,451 11,698 65.89 6,424 61.12 0.0272
2021-11-15 2021-09-30 13F CUMMINS COM 231021106 17,753 -232 -1.29 3,987 -9.08 0.0208
2021-08-24 2021-06-30 13F CUMMINS COM 231021106 17,985 -347 -1.89 4,385 -7.68 0.0272
2021-05-07 2021-03-31 13F CUMMINS COM 231021106 18,332 -375 -2.00 4,750 11.79 0.0331
2021-02-16 2020-12-31 13F CUMMINS COM 231021106 18,707 2,535 15.68 4,249 24.39 0.0326
2020-11-13 2020-09-30 13F CUMMINS COM 231021106 16,172 -384 -2.32 3,416 19.11 0.0322
2020-08-14 2020-06-30 13F CUMMINS COM 231021106 16,556 -816 -4.70 2,868 21.99 0.0287
2020-05-14 2020-03-31 13F CUMMINS COM 231021106 17,372 137 0.79 2,351 -23.77 0.0294
2020-02-13 2019-12-31 13F CUMMINS COM 231021106 17,235 2,991 21.00 3,084 33.10 0.0320
2019-11-13 2019-09-30 13F CUMMINS COM 231021106 14,244 -6,566 -31.55 2,317 -35.03 0.0277
2019-08-14 2019-06-30 13F CUMMINS COM 231021106 20,810 3,441 19.81 3,566 30.05 0.0425
2019-05-15 2019-03-31 13F CUMMINS COM 231021106 17,369 9,942 133.86 2,742 176.41 0.0391
2019-02-13 2018-12-31 13F CUMMINS COM 231021106 7,427 2,783 59.93 992 46.31 0.0177
2018-11-14 2018-09-30 13F CUMMINS COM 231021106 4,644 -10,863 -70.05 678 -67.12 0.0174
2018-08-14 2018-06-30 13F CUMMINS COM 231021106 15,507 6,447 71.16 2,062 40.37 0.0585
2018-05-15 2018-03-31 13F CUMMINS COM 231021106 9,060 1,706 23.20 1,469 13.09 0.0527
2018-02-09 2017-12-31 13F CUMMINS COM 231021106 7,354 3,382 85.15 1,299 94.75 0.0503
2017-11-14 2017-09-30 13F CUMMINS COM 231021106 3,972 -719 -15.33 667 -12.35 0.0302
2017-08-11 2017-06-30 13F CUMMINS COM 231021106 4,691 156 3.44 761 10.93 0.0358
2017-05-15 2017-03-31 13F CUMMINS COM 231021106 4,535 930 25.80 686 39.15 0.0299
2017-02-14 2016-12-31 13F CUMMINS COM 231021106 3,605 -1,160 -24.34 493 -19.31 0.0227
2016-11-14 2016-09-30 13F CUMMINS COM 231021106 4,765 1,431 42.92 611 62.93 0.0295
2016-08-12 2016-06-30 13F CUMMINS COM 231021106 3,334 425 14.61 375 17.19 0.0203
2016-05-13 2016-03-31 13F CUMMINS COM 231021106 2,909 2,909 -12.75 320 -14.67 0.0190
2016-02-16 2015-12-31 13F CUMMINS COM 231021106 0 -11,485 -100.00 0 -100.00
2015-11-16 2015-09-30 13F CUMMINS COM 231021106 11,485 -9,263 -44.65 1,247 -54.17 0.0554
2015-08-17 2015-06-30 13F Cummins COS 231021106 20,748 9,295 81.16 2,721 71.46 0.1262
2015-05-15 2015-03-31 13F CUMMINS COM 231021106 11,453 -2,006 -14.90 1,587 -18.15 0.1349
2015-02-13 2014-12-31 13F CUMMINS COM 231021106 13,459 1,376 11.39 1,939 21.64 0.1745
2014-11-13 2014-09-30 13F CUMMINS COM 231021106 12,083 42 0.35 1,594 -14.21 0.1795
2014-08-21 2014-06-30 13F CUMMINS COM 231021106 12,041 -3,457 -22.31 1,858 -19.53 0.2060
2014-05-08 2014-03-31 13F CUMMINS COM 231021106 15,498 5,354 52.78 2,309 61.47 0.2973
2014-02-14 2013-12-31 13F CUMMINS COM 231021106 10,144 403 4.14 1,430 10.51 0.1791
2013-11-14 2013-09-30 13F CUMMINS COM 231021106 9,741 1,964 25.25 1,294 53.50 0.2385
2013-08-19 2013-06-30 13F CUMMINS COM 231021106 7,777 7,777 843 0.1777
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.