# Cummins (CMI): value investors who own it | moatshark

3 value investors held Cummins in their Q3 2026 13F, led by Semper Augustus, First Eagle Investment Management, Mairs & Power.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Semper Augustus | 1.1% | $9.3m | Trimmed -67% | 32 |
| First Eagle Investment Management | 0.6% | $383m | Trimmed -30% | 43 |
| Mairs & Power | 0.0% | $377k | Unchanged | 4 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-24 | Newsome Earl | VP - Chief Information Officer | Sold | 698 | $399k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| First Eagle Global Fund | First Eagle Investment Management | 0.3% | $217m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/cmi). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.