Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
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
2022   Q1 0 0.00 Sell 100.00% 0.28 $188.42–234.20 · VW $203.94i SEC
2021   Q4 8,527 0.28 Add 5.99% 0.02 $203.38–247.48 · VW $223.91i $1,860,000 SEC
2021   Q3 8,045 0.28 Add 2.39% <0.01 $217.50–243.26 · VW $233.53i $1,807,000 SEC
2021   Q2 7,857 0.28 Reduce 0.49% <0.01 $230.20–273.65 · VW $245.32i $1,916,000 SEC
2021   Q1 7,896 0.32 Add 0.09% <0.01 $228.21–277.09 · VW $252.45i $2,046,000 SEC
2020   Q4 7,889 0.30 Reduce 7.59% 0.03 $216.41–254.13 · VW $234.99i $1,792,000 SEC
2020   Q3 8,537 0.33 Reduce 20.92% 0.07 $192.74–231.35 · VW $214.66i $1,803,000 SEC
2020   Q2 10,795 0.35 Reduce 4.68% 0.02 $143.32–204.98 · VW $180.52i $1,870,000 SEC
2020   Q1 11,325 0.34 Reduce 17.70% 0.07 $101.03–170.11 · VW $144.88i $1,532,000 SEC
2019   Q4 13,760 0.42 Reduce 0.99% <0.01 $158.18–186.73 · VW $168.29i $2,462,000 SEC
2019   Q3 13,898 0.25 Add 0.72% <0.01 $141.14–180.56 · VW $164.73i $2,261,000 SEC
2019   Q2 13,799 0.25 Add 0.91% <0.01 $150.48–175.91 · VW $163.46i $2,364,000 SEC
2019   Q1 13,675 0.23 Add 6.02% 0.01 $145.80–169.45 · VW $160.51i $2,159,000 SEC
2018   Q4 12,898 0.21 Reduce 16.30% 0.04 $124.40–156.49 · VW $142.67i $1,724,000 SEC
2018   Q3 15,410 0.23 Buy 0.23 $124.72–153.94 · VW $138.45i $2,251,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.06 $143.83–155.51 · VW $150.09i SEC
2016   Q4 4,175 0.06 Add 4.77% <0.01 $121.22–150.35 · VW $139.53i $571,000 SEC
2016   Q3 3,985 0.06 Add 5.28% <0.01 $116.03–131.04 · VW $124.96i $511,000 SEC
2016   Q2 3,785 0.03 Buy 0.03 $105.33–124.09 · VW $117.40i $426,000 SEC
2015   Q3 0 0.00 Sell 100.00% 2.36 $99.76–131.08 · VW $111.45i SEC
2015   Q2 276,849 2.36 Add 56.64% 0.85 $123.14–143.40 · VW $132.02i $36,320,000 SEC
2015   Q1 176,738 2.87 Add 1.06% 0.03 $133.38–146.13 · VW $139.26i $24,503,000 SEC
2014   Q4 174,883 2.14 Add 10.97% 0.21 $137.97–151.25 · VW $142.89i $25,213,000 SEC
2014   Q3 157,588 1.93 Add 27.27% 0.41 $124.30–148.04 · VW $139.51i $20,798,000 SEC
2014   Q2 123,823 1.98 Add 149.88% 1.19 $139.31–161.03 · VW $146.58i $19,105,000 SEC
2014   Q1 49,553 1.30 Add 73.33% 0.55 $122.64–151.80 · VW $141.76i $7,383,000 SEC
2013   Q4 28,588 0.88 Reduce 0.82% <0.01 $124.03–141.67 · VW $130.89i $4,030,000 SEC
2013   Q3 28,823 0.87 Add 0.03% <0.01 $120.71–139.17 · VW $128.97i $3,830,000 SEC
2013   Q2 28,815 0.72 Reduce 0.57% <0.01 $103.41–123.90 · VW $116.17i $3,125,000 SEC
2013   Q1 28,980 0.77 Add 1.79% 0.01 $105.86–122.54 · VW $111.60i $3,356,000 SEC
2012   Q4 28,471 0.76 Add 1.21% <0.01 $93.98–117.95 · VW $108.92i $3,085,000 SEC
2012   Q3 28,131 0.60 Add 12.88% 0.07 $85.88–105.63 · VW $95.03i $2,594,000 SEC
2012   Q2 24,921 0.57 Add 17.06% 0.08 $82.20–114.47 · VW $97.52i $2,415,000 SEC
2012   Q1 21,289 0.59 $120.06 $2,556,000 SEC
2011   Q4 21,289 0.47 Add 2.37% 0.01 $85.51–110.95 · VW $100.15i $1,874,000 SEC
2011   Q3 20,796 0.47 Add 51.91% 0.16 $79.53–108.75 · VW $95.90i $1,698,000 SEC
2011   Q2 13,690 0.34 Buy 0.34 $91.13–121.49 · VW $105.83i $1,417,000 SEC
Price snapshot:
Current price$664.39
52-week low$330.19
52-week high$737.76