David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Cummins Inc. (CMI)
← All CMI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q1 0 0.00 Sell 100.00% 0.03 $86.83–118.74 · VW $107.53i SEC
2015   Q4 17,175 0.03 Reduce 98.96% 2.71 $79.88–108.52 · VW $92.76i $1,511,000 SEC
2015   Q3 1,656,243 2.74 Reduce 4.58% 0.15 $99.76–131.08 · VW $111.45i $179,834,000 SEC
2015   Q2 1,735,670 3.21 Add 5.95% 0.18 $123.14–143.40 · VW $132.02i $227,702,000 SEC
2015   Q1 1,638,237 3.24 Add 4.76% 0.15 $133.38–146.13 · VW $139.26i $227,125,000 SEC
2014   Q4 1,563,820 3.20 Add 14.84% 0.41 $137.97–151.25 · VW $142.89i $225,456,000 SEC
2014   Q3 1,361,740 3.06 Add 13.28% 0.36 $124.30–148.04 · VW $139.51i $179,722,000 SEC
2014   Q2 1,202,145 3.39 Reduce 32.36% 1.64 $139.31–161.03 · VW $146.58i $185,479,000 SEC
2014   Q1 1,777,284 5.07 Add 7.30% 0.35 $122.64–151.80 · VW $141.76i $264,798,000 SEC
2013   Q4 1,656,312 5.05 Add 7.72% 0.36 $124.03–141.67 · VW $130.89i $233,490,000 SEC
2013   Q3 1,537,662 5.10 Add 6.73% 0.32 $120.71–139.17 · VW $128.97i $204,309,000 SEC
2013   Q2 1,440,711 5.89 Add 20.68% 1.01 $103.41–123.90 · VW $116.17i $156,260,000 SEC
2013   Q1 1,193,801 8.77 Reduce 1.19% 0.14 $105.86–122.54 · VW $111.60i $138,254,000 SEC
2012   Q4 1,208,181 11.67 Add 28.59% 2.60 $93.98–117.95 · VW $108.92i $130,906,000 SEC
2012   Q3 939,586 10.67 Add 36.02% 2.82 $85.88–105.63 · VW $95.03i $86,639,000 SEC
2012   Q2 690,758 9.63 Add 37.16% 2.61 $82.20–114.47 · VW $97.52i $66,941,000 SEC
2012   Q1 503,619 9.05 Add 28.08% 1.98 $104.25–129.51 · VW $116.53i $60,454,000 SEC
2011   Q4 393,219 7.31 Add 8.62% 0.58 $85.51–110.95 · VW $100.15i $34,611,000 SEC
2011   Q3 361,998 5.88 Add 68.43% 2.39 $79.53–108.75 · VW $95.90i $29,560,000 SEC
2011   Q2 214,921 3.53 Buy 3.53 $91.13–121.49 · VW $105.83i $22,136,000 SEC
Price snapshot:
Current price$664.39
52-week low$330.19
52-week high$737.76