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Marshfield Associates

SEC CIK
0000914976
Latest filing
Aug 14, 2026

CMI holding history

Cummins Inc in every 13F filed by Marshfield Associates, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of CMI by Marshfield Associates, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−448,781−100.0%Sold outHolders
Q1 2026448,781$241.5M4.8%−314,867−41.2%ReducedHolders
Q4 2025763,648$389.8M6.8%−340,904−30.9%ReducedHolders
Q3 20251,104,552$466.5M8.1%+48,493+4.6%AddedHolders
Q2 20251,056,059$345.9M7.1%+5,525+0.5%AddedHolders
Q1 20251,050,534$329.3M7.1%+3,637+0.3%AddedHolders
Q4 20241,046,897$364.9M7.9%+2,243+0.2%AddedHolders
Q3 20241,044,654$338.2M7.2%+2,156+0.2%AddedHolders
Q2 20241,042,498$288.7M6.4%+3,076+0.3%AddedHolders
Q1 20241,039,422$306.3M6.3%−1,369−0.1%ReducedHolders
Q4 20231,040,791$249.3M5.1%+122,561+13.3%AddedHolders
Q3 2023918,230$209.8M5.2%+22,857+2.6%AddedHolders
Q2 2023895,373$219.5M5.7%+44,147+5.2%AddedHolders
Q1 2023851,226$203.3M6.0%+6,662+0.8%AddedHolders
Q4 2022844,564$204.6M6.3%−3,104−0.4%ReducedHolders
Q3 2022847,668$172.5M6.5%−6,960−0.8%ReducedHolders
Q2 2022854,628$165.4M6.2%−5,673−0.7%ReducedHolders
Q1 2022860,301$176.5M6.9%+5,143+0.6%AddedHolders
Q4 2021855,158$186.5M7.4%−2,052−0.2%ReducedHolders
Q3 2021857,210$192.5M8.4%−9,478−1.1%ReducedHolders
Q2 2021866,688$211.3M8.7%+61,411+7.6%AddedHolders
Q1 2021805,277$208.7M9.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.