SEMPER AUGUSTUS INVESTMENTS GROUP LLC
SuperinvestorSemper Augustus
- SEC CIK
- 0001115373
- Manager
- Christopher Bloomstran
- Style
- Value
CMI holding history
CUMMINS INC
Every 13F filing in which Semper Augustus reported holding CMI, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
CMI overviewAll 13F holders of CMIFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 12,972 | $9.25M | 1.05% | −26,558−67.2% | Reduced |
| Q1 2026 | 39,530 | $21.27M | 2.54% | −244−0.6% | Reduced |
| Q4 2025 | 39,774 | $20.3M | 2.33% | −162−0.4% | Reduced |
| Q3 2025 | 39,936 | $16.87M | 2.11% | −103−0.3% | Reduced |
| Q2 2025 | 40,039 | $13.11M | 1.85% | 00.0% | Unchanged |
| Q1 2025 | 40,039 | $12.55M | 2.02% | −417−1.0% | Reduced |
| Q4 2024 | 40,456 | $14.1M | 2.52% | −388−0.9% | Reduced |
| Q3 2024 | 40,844 | $13.22M | 2.24% | −65−0.2% | Reduced |
| Q2 2024 | 40,909 | $11.33M | 2.03% | +130+0.3% | Added |
| Q1 2024 | 40,779 | $12.02M | 2.20% | +30+0.1% | Added |
| Q4 2023 | 40,749 | $9.76M | 2.04% | −139−0.3% | Reduced |
| Q3 2023 | 40,888 | $9.34M | 2.24% | −384−0.9% | Reduced |
| Q2 2023 | 41,272 | $10.12M | 2.39% | −152−0.4% | Reduced |
| Q1 2023 | 41,424 | $9.9M | 2.53% | −191−0.5% | Reduced |
| Q4 2022 | 41,615 | $10.08M | 2.75% | +54+0.1% | Added |
| Q3 2022 | 41,561 | $8.46M | 2.56% | +420+1.0% | Added |
| Q2 2022 | 41,141 | $7.96M | 2.36% | +5,759+16.3% | Added |
| Q1 2022 | 35,382 | $7.26M | 1.84% | +6,103+20.8% | Added |
| Q4 2021 | 29,279 | $6.39M | 1.99% | +168+0.6% | Added |
| Q3 2021 | 29,111 | $6.54M | 2.11% | −61−0.2% | Reduced |
| Q2 2021 | 29,172 | $7.11M | 2.36% | −147−0.5% | Reduced |
| Q1 2021 | 29,319 | $7.6M | 2.87% | +29,319 | New |