Semper Augustus
CMI · Factories & machines

Cummins

Makes diesel engines for big trucks and buses, plus power generators.
Sold some
Semper Augustus still owns 12,972 shares of Cummins, worth about $9 million, or $1 of every $100 they have in stocks. Between April and June they sold 26,558 shares (down 67%).
Mar 31
39,530
Jun 30
12,972

The numbers

Shares they own
12,972
Change since Mar 31
−26,558
−67.2%
Shares on Mar 31
39,530
Value on Jun 30, 2026
$9,251,760
about $9 million
Share of their money
1.0%
$1 of every $100 · 17th of 48
Price per share on Jun 30
$713.21
Value of the shares they sold
about $19 million
at the Jun 30 price
Kind
Shares
Also owned by
No other fund we follow
More about Cummins
The value uses the price on Jun 30, 2026. The fund may have paid a different price.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works