Robert Olstein - Olstein Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    99
Portfolio value:    $458,067,000
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
2026   Q1 0 0.00 Sell 100.00% 0.49 $510.05–674.75 · VW $618.60i SEC
2025   Q4 4,700 0.49 Reduce 40.88% 0.26 $426.79–592.53 · VW $532.71i $2,399,000 SEC
2025   Q3 7,950 0.63 Reduce 41.11% 0.34 $354.68–449.21 · VW $413.86i $3,358,000 SEC
2025   Q2 13,500 0.83 Add 12.50% 0.09 $290.73–371.46 · VW $343.27i $4,421,000 SEC
2025   Q1 12,000 0.69 Add 6.67% 0.04 $260.02–387.44 · VW $313.77i $3,761,000 SEC
2024   Q4 11,250 0.69 Reduce 55.00% 0.76 $324.74–387.90 · VW $356.30i $3,922,000 SEC
2024   Q3 25,000 1.38 $323.80 $8,095,000 SEC
2024   Q2 25,000 1.23 Add 6.38% 0.07 $261.51–302.87 · VW $285.39i $6,923,000 SEC
2024   Q1 23,500 1.13 Reduce 24.19% 0.30 $236.00–304.25 · VW $274.25i $6,924,000 SEC
2023   Q4 31,000 1.25 Reduce 3.13% 0.04 $212.80–248.41 · VW $233.50i $7,427,000 SEC
2023   Q3 32,000 1.25 Reduce 17.95% 0.28 $214.31–265.28 · VW $231.96i $7,311,000 SEC
2023   Q2 39,000 1.55 Add 23.81% 0.30 $203.18–261.00 · VW $241.66i $9,561,000 SEC
2023   Q1 31,500 1.18 Add 3.28% 0.04 $217.31–261.91 · VW $238.09i $7,525,000 SEC
2022   Q4 30,500 1.16 Reduce 22.39% 0.30 $217.75–254.47 · VW $240.59i $7,390,000 SEC
2022   Q3 39,300 1.34 $203.51 $7,998,000 SEC
2022   Q2 39,300 1.14 Reduce 17.26% 0.21 $184.28–221.54 · VW $209.04i $7,606,000 SEC
2022   Q1 47,500 1.22 Add 25.00% 0.24 $188.42–234.20 · VW $203.94i $9,743,000 SEC
2021   Q4 38,000 0.99 Add 15.15% 0.13 $203.38–247.48 · VW $223.91i $8,289,000 SEC
2021   Q3 33,000 0.91 Add 37.50% 0.25 $217.50–243.26 · VW $233.53i $7,410,000 SEC
2021   Q2 24,000 0.74 Add 103.39% 0.38 $230.20–273.65 · VW $245.32i $5,851,000 SEC
2021   Q1 11,800 0.43 Reduce 9.23% 0.04 $228.21–277.09 · VW $252.45i $3,057,000 SEC
2020   Q4 13,000 0.47 $227.08 $2,952,000 SEC
2020   Q3 13,000 0.50 Reduce 23.53% 0.13 $192.74–231.35 · VW $214.66i $2,745,000 SEC
2020   Q2 17,000 0.55 Reduce 26.09% 0.18 $143.32–204.98 · VW $180.52i $2,945,000 SEC
2020   Q1 23,000 0.69 $135.30 $3,112,000 SEC
2019   Q4 23,000 0.64 Reduce 20.69% 0.15 $158.18–186.73 · VW $168.29i $4,116,000 SEC
2019   Q3 29,000 0.74 Reduce 4.92% 0.04 $141.14–180.56 · VW $164.73i $4,717,000 SEC
2019   Q2 30,500 0.85 $171.34 $5,226,000 SEC
2019   Q1 30,500 0.81 Add 22.00% 0.15 $145.80–169.45 · VW $160.51i $4,815,000 SEC
2018   Q4 25,000 0.55 Add 92.31% 0.26 $124.40–156.49 · VW $142.67i $3,341,000 SEC
2018   Q3 13,000 0.26 Buy 0.26 $124.72–153.94 · VW $138.45i $1,899,000 SEC
2014   Q2 0 0.00 Sell 100.00% 0.46 $139.31–161.03 · VW $146.58i SEC
2014   Q1 21,700 0.46 Reduce 30.00% 0.20 $122.64–151.80 · VW $141.76i $3,233,000 SEC
2013   Q4 31,000 0.65 Reduce 11.43% 0.08 $124.03–141.67 · VW $130.89i $4,370,000 SEC
2013   Q3 35,000 0.74 Reduce 40.68% 0.43 $120.71–139.17 · VW $128.97i $4,650,000 SEC
2013   Q2 59,000 1.06 Add 15.69% 0.14 $103.41–123.90 · VW $116.17i $6,399,000 SEC
2013   Q1 51,000 1.04 Reduce 25.00% 0.36 $105.86–122.54 · VW $111.60i $5,906,000 SEC
2012   Q4 68,000 1.44 Add 4.62% 0.06 $93.98–117.95 · VW $108.92i $7,368,000 SEC
2012   Q3 65,000 1.11 Add 12.07% 0.12 $85.88–105.63 · VW $95.03i $5,994,000 SEC
2012   Q2 58,000 1.05 Add 23.40% 0.20 $82.20–114.47 · VW $97.52i $5,621,000 SEC
2012   Q1 47,000 0.96 Reduce 28.79% 0.32 $104.25–129.51 · VW $116.53i $5,642,000 SEC
2011   Q4 66,000 1.12 $88.02 $5,809,000 SEC
2011   Q3 66,000 1.09 Add 29.41% 0.25 $79.53–108.75 · VW $95.90i $5,390,000 SEC
2011   Q2 51,000 0.87 Add 21.43% 0.15 $91.13–121.49 · VW $105.83i $5,278,000 SEC
2011   Q1 42,000 0.73 Add 44.83% 0.22 $93.50–120.54 · VW $111.41i $4,604,000 SEC
2010   Q4 29,000 0.52 Reduce 38.30% 0.29 $87.51–114.81 · VW $102.73i $3,190,000 SEC
2010   Q3 47,000 0.76 Reduce 39.74% 0.38 $71.51–96.13 · VW $85.25i $4,257,260 SEC
2010   Q2 78,000 0.96 Reduce 16.13% 0.15 $58.91–82.34 · VW $73.62i $5,080,000 SEC
2010   Q1 93,000 0.92 Buy 0.92 $45.55–76.95 · VW $64.91i $5,761,000 SEC
2009   Q4 0 0.00 Sell 100.00% 0.86 $42.61–55.41 · VW $47.73i SEC
2009   Q3 93,000 0.86 Reduce 37.58% 0.24 $41.51–51.65 · VW $45.41i $4,167,000 SEC
2009   Q2 149,000 0.64 Reduce 12.35% 0.14 $29.13–43.57 · VW $38.57i $5,246,000 SEC
2009   Q1 170,000 1.14 Buy 1.14 $18.34–36.18 · VW $29.51i $4,327,000 SEC
2005   Q1 0 0.00 Sell 100.00% 0.38 $15.90–19.84 · VW $17.58i SEC
2004   Q4 293,200 0.38 Reduce 45.70% 0.27 $17.13–21.17 · VW $19.24i $6,142,000 SEC
2004   Q3 540,000 0.60 Reduce 32.84% 0.24 $16.26–19.24 · VW $17.67i $9,975,000 SEC
2004   Q2 804,000 0.74 Buy 0.74 $13.33–17.57 · VW $16.09i $12,563,000 SEC
2001   Q1 0 0.00 Sell 100.00% 1.28 $8.60–10.82 · VW $9.92i SEC
2000   Q4 450,000 1.28 Reduce 50.55% 0.96 $8.08–10.11 · VW $9.19i $4,268,000 SEC
2000   Q3 910,000 1.91 Buy 1.91 $7.13–9.25 · VW $8.29i $6,811,000 SEC
Price snapshot:
Current price$664.39
52-week low$330.19
52-week high$737.76