Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionFundamentun, Llc
Latest Disclosed Ownership4,407 shares
Latest Disclosed Value $ 2,371,166
Fundamentun, Llc reports 714.60% increase in ownership of CMI / Cummins Inc.

On April 28, 2026 - Fundamentun, Llc filed a 13F-HR form disclosing ownership of 4,407 shares of Cummins Inc. (MX:CMI) valued at $2,371,166 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 541 shares of Cummins Inc.. This represents a change in shares of 714.60% 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)
2026-04-28 2026-03-31 13F CUMMINS COM 231021106 4,407 3,866 714.60 2,371 759.06 0.0951
2026-01-20 2025-12-31 13F CUMMINS COM 231021106 541 541 276 0.0111
2025-07-29 2025-06-30 13F CUMMINS COM 231021106 0 -640 -100.00 0 -100.00
2025-04-30 2025-03-31 13F CUMMINS COM 231021106 640 640 201 0.0107
2023-07-18 2023-06-30 13F CUMMINS COM 231021106 0 -1,529 -100.00 0 -100.00
2023-05-01 2023-03-31 13F CUMMINS COM 231021106 1,529 -176 -10.32 365 -11.62 0.0615
2023-01-19 2022-12-31 13F CUMMINS COM 231021106 1,705 -82 -4.59 413 13.46 0.0738
2022-10-24 2022-09-30 13F CUMMINS COM 231021106 1,787 -462 -20.54 364 -16.32 0.0736
2022-09-06 2022-06-30 13F CUMMINS COM 231021106 2,249 2 0.09 435 -5.64 0.0824
2022-04-26 2022-03-31 13F CUMMINS COM 231021106 2,247 445 24.69 461 17.30 0.0766
2022-01-14 2021-12-31 13F CUMMINS COM 231021106 1,802 378 26.54 393 22.81 0.0619
2021-10-19 2021-09-30 13F CUMMINS COM 231021106 1,424 135 10.47 320 1.91 0.0556
2021-07-19 2021-06-30 13F CUMMINS COM 231021106 1,289 168 14.99 314 7.90 0.0865
2021-04-27 2021-03-31 13F CUMMINS COM 231021106 1,121 -384 -25.51 291 -14.91 0.0920
2021-01-29 2020-12-31 13F CUMMINS COM 231021106 1,505 80 5.61 342 13.62 0.1076
2020-10-29 2020-09-30 13F CUMMINS COM 231021106 1,425 33 2.37 301 24.90 0.1093
2020-07-28 2020-06-30 13F CUMMINS COM 231021106 1,392 -285 -16.99 241 6.17 0.1019
2020-05-04 2020-03-31 13F CUMMINS COM 231021106 1,677 -1,421 -45.87 227 -59.03 0.1208
2020-01-29 2019-12-31 13F CUMMINS COM 231021106 3,098 140 4.73 554 15.18 0.2569
2019-11-12 2019-09-30 13F CUMMINS COM 231021106 2,958 332 12.64 481 6.89 0.2727
2019-08-06 2019-06-30 13F CUMMINS COM 231021106 2,626 285 12.17 450 21.62 0.2841
2019-05-07 2019-03-31 13F CUMMINS COM 231021106 2,341 2,341 370 0.2919
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.