1
CMI
CUMMINS INC · Industrials
Consensus score 1/100 · #195 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
3.7%
of their portfolios
Combined value
$263M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Marshfield Associates Concentrated | 4.8% | $241M | TRIM |
| Semper Augustus Concentrated | 2.5% | $21M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.