What smart money is saying about Cummins Inc.
1 fund in our archive has pitched Cummins Inc., most recently The London Company in September 2025.
Cummins Inc. designs, manufactures, distributes, and services diesel and natural gas engines, electric and hybrid powertrains, and related components worldwide. It operates through five segments: Engine, Distribution, Components, Power Systems, and New Power. The company offers diesel and natural gas-powered engines under the Cummins and other customer brands for the heavy and medium-duty truck, bus, recreational vehicle, light-duty automotive, construction, mining, marine, rail, oil and gas, defense, and agricultural markets; and offers new parts and services, as well as remanufactured parts and engines. It also provides power generation systems, high-horsepower engines, heavy and medium duty engines, application engineering services, custom-designed assemblies, retail and wholesale aftermarket parts, and in-shop and field-based repair services. In addition, the company offers emission solutions; turbochargers; air and fuel filters, fuel water separators, lube and hydraulic filters, coolants, fuel additives, and other filtration systems; and electronic control modules, sensors, and supporting software, as well as new, replacement, and remanufactured fuel systems. Further, it provides automated transmissions; standby and prime power generators, controls, paralleling systems, and transfer switches, as well as A/C generator/alternator products under the Stamford and AVK brands; and electrified power systems with components and subsystems, including battery, fuel cell, and hydrogen production technologies. Additionally, it offers filtration, aftertreatment, controls systems, air handling systems, automated transmissions, electric power generation systems, and batteries. The company sells its products to original equipment manufacturers, distributors, dealers, and other customers. The company was formerly known as Cummins Engine Company and changed its name to Cummins Inc. in 2001. Cummins Inc. was founded in 1919 and is headquartered in Columbus, Indiana.
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Position history
Between Q3 2025 and Q3 2026, 9 fund letters reported a position in Cummins Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 0 | 0 |
| Q2 2026 | 5 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 9 positions
- HoldsHamlin Capital Management Equity and High Yield Municipal Bond StrategiesSeptember 2026
“Cummins, Dick’s Sporting Goods, and Watsco were the largest detractors during the quarter, declining 33.08% on average.”
Cummins Inc. - September 2026
“Cummins manufactures diesel, natural gas, electric and hydrogen propulsion systems, along with related components for on- and off-road, marine, and related industries.”
Cummins Inc. - September 2026
“Top 3 Detractors from Relative Performance Corning Inc. (GLW) – GLW detracted as shares pulled back after a strong run despite another solid quarter. Investors were looking for a larger outlook increase, while Optical Communications continued to accelerate on AI and data center demand and the company added new supply agreements. We remain confident in GLW’s technology leadership, pricing power, and ability to benefit from higher- growth connectivity demand. Cummins Inc. (CMI) – CMI declined after earnings came in slightly below elevated expectations despite record revenue and a higher full-year outlook.”
Cummins Inc. - HoldsHamlin Capital Management Equity and High Yield Municipal Bond StrategiesJune 2026
“Cummins, Texas Instruments, and Morgan Stanley led the portfolio in the second quarter, gaining 37.25% on average.5 Cummins continues to benefit from strong demand for its backup power solutions used in data centers in both the U.S. and international markets, specifically China.”
Cummins Inc. - HoldsMarshfield AssociatesJune 2026
“Which brings us to Cummins and Nike.”
Cummins Inc. - June 2026
“Cummins continues to benefit from strong secular momentum in backup power demand for AI data centers and signs of a recovery in North American trucking.”
Cummins Inc. - HoldsWeybosset Research & ManagementJune 2026
“Numerous WRM companies are benefiting from the rush to AI, sometimes in surprising ways.”
Cummins Inc. - May 2026
“Selection of 5 Holdings Stock Country Canon JP Schlumberger USA Corning USA Cummins USA Ebara JP Portfolio Profile Equities 98.20% Cash 1.80% Overview The TAMIM Global High Conviction strategy is a portfolio of global equities from major developed global exchanges. The portfolio holds approximately 60 of the best ideas from around the globe.”
Cummins Inc. - December 2025
Listed in TAMIM Global High Conviction’s reported holdings.
Cummins Inc.
Fund coverage · 1 thesis
- The London CompanySeptember 2025
Cummins Inc. is a market leader in heavy-duty truck engines with strong customer relationships, a diverse revenue stream, and a solid position for future growth, making it an attractive investment opportunity.
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