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Hamlin Capital Management, LLC → CMI

Hamlin Capital Management, LLC CMI Position History

Cummins Inc. • Industrials

Quarters held
5
Latest value
$178.6M
Q3 2026
Peak value
$274.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$221M
Q4 2025$242.4M
Q1 2026$226.8M
Q2 2026$274.1M
Q3 2026$178.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$178.6M345.8K——
Q2 2026$274.1M384.4K——
Q1 2026$226.8M421.6K——
Q4 2025$242.4M474.9K——
Q3 2025$221M523.2K——

Other funds holding CMI

Other Hamlin Capital Management, LLC positions

AVGO

BROADCOM INC

$290.7M
MS-PP

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$247.9M
MS-PP

MORGAN STANLEY

$246.3M
ABBV

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$245.9M
MS-PP

MORGAN STANLEY

$240.6M
AVGO

BROADCOM INC

$235.3M
ORI

OLD REP INTL CORP

$220.1M
MS-PP

MORGAN STANLEY

$220M