Cummins Inc (CMI) fell to 1.05% of Christopher Bloomstran's Semper Augustus Investments Group portfolio in 2026 Q2, from 2.54%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count dropped 67% to 13K shares, and the position is worth about $9.3M and ranks 18th of 50 stocks by weight.
What did the 2026 Q2 filing report for CMI?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 39.5K | 13K |
| Shares sold | -26.6K (67%) | |
| Reported value | $21.3M | $9.3M |
| Portfolio weight | 2.54% | 1.05% |
| Rank in portfolio | 18th of 50 |
How much did Christopher Bloomstran cut CMI?
Christopher Bloomstran sold 26.6K shares of CMI during 2026 Q2, cutting the stake from 39.5K to 13K. The reported value of the position fell by about $12M, from about $21.3M to about $9.3M.
Where does CMI sit in the Christopher Bloomstran portfolio?
CMI ranks 18th of 50 stock positions in the Christopher Bloomstran portfolio at 1.05%, below the fund's average stock position of 2%. The largest stock position is BRK-B at 15.45%. Next come ALK at 10.58% and BRK-A at 10.16%. The three largest stocks together are 36.19% of the book. The CMI cut was the 4th largest of the quarter's 33 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Christopher Bloomstran reported 50 stock positions, with 7 opened and 1 closed. The total portfolio value is about $884.6M, up 6% from the prior quarter.
How long has Christopher Bloomstran held CMI?
Christopher Bloomstran first reported CMI in the quarter ended September 30, 2018. The weight peaked at 3.25% in 2020 Q3. The share count had been unchanged the quarter before. Every reported trade is on the Christopher Bloomstran CMI trade history page.
FAQ
How many CMI shares did Christopher Bloomstran sell in 2026 Q2?
Christopher Bloomstran sold 26.6K shares of CMI, 67% of the position, leaving 13K shares.
What remains of the CMI position of Christopher Bloomstran?
Christopher Bloomstran still holds 13K shares of CMI, worth about $9.3M at June 30, 2026 prices.
How much of the Christopher Bloomstran portfolio is CMI now?
CMI is 1.05% of the Christopher Bloomstran portfolio, down from 2.54% a quarter earlier.