Chuck Royce's CMI Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 10,000 shares of Cummins Inc. (CMI) worth $4.22 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in CMI, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 10,500 shares. Largest reduction occurred in Q3 2013, reducing 14,350 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Cummins (CMI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cummins (CMI) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +42,351 | Add 0.00% | 42,350 | $108.45 |
| Q3 2013 | -14,350 | Reduce 33.88% | 28,000 | $132.86 |
| Q4 2013 | -12,800 | Reduce 45.71% | 15,200 | $140.99 |
| Q1 2014 | -15,200 | Sold Out | 15,200 | $140.99 |
| Q3 2015 | +2,500 | New Buy | 2,500 | $108.40 |
| Q4 2015 | +6,500 | Add 260.00% | 9,000 | $88.00 |
| Q1 2016 | -500 | Reduce 5.56% | 8,500 | $109.88 |
| Q2 2016 | +200 | Add 2.35% | 8,700 | $112.41 |
| Q3 2016 | +1,300 | Add 14.94% | 10,000 | $128.20 |
| Q1 2017 | +10,500 | Add 105.00% | 20,500 | $151.22 |
| Q2 2017 | +500 | Add 2.44% | 21,000 | $162.24 |
| Q3 2017 | -1,000 | Reduce 4.76% | 20,000 | $168.05 |
| Q4 2017 | +4,400 | Add 22.00% | 24,400 | $176.64 |
| Q1 2018 | -400 | Reduce 1.64% | 24,000 | $162.08 |
| Q2 2018 | +5,500 | Add 22.92% | 29,500 | $133.02 |
| Q3 2018 | +3,500 | Add 11.86% | 33,000 | $146.06 |
| Q4 2018 | +3,000 | Add 9.09% | 36,000 | $133.64 |
| Q1 2019 | -13,000 | Reduce 36.11% | 23,000 | $157.87 |
| Q3 2019 | -500 | Reduce 2.17% | 22,500 | $162.67 |
| Q4 2019 | -500 | Reduce 2.22% | 22,000 | $178.95 |
| Q2 2020 | -2,000 | Reduce 9.09% | 20,000 | $173.25 |
| Q4 2020 | -1,500 | Reduce 7.50% | 18,500 | $227.08 |
| Q1 2021 | -4,000 | Reduce 21.62% | 14,500 | $259.10 |
| Q3 2021 | +5,000 | Add 34.48% | 19,500 | $224.56 |
| Q4 2021 | +500 | Add 2.56% | 20,000 | $218.15 |
| Q1 2022 | +3,000 | Add 15.00% | 23,000 | $205.13 |
| Q2 2022 | +500 | Add 2.17% | 23,500 | $193.53 |
| Q1 2024 | -8,500 | Reduce 36.17% | 15,000 | $294.65 |
| Q2 2024 | -2,000 | Reduce 13.33% | 13,000 | $276.93 |
| Q3 2024 | -500 | Reduce 3.85% | 12,500 | $323.79 |
| Q4 2024 | -1,500 | Reduce 12.00% | 11,000 | $348.60 |
| Q3 2025 | -1,000 | Reduce 9.09% | 10,000 | $422.37 |
Chuck Royce's Cummins Investment FAQs
Chuck Royce first purchased Cummins Inc. (CMI) in Q2 2013, acquiring 42,350 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Cummins Inc. (CMI) for 50 quarters since Q2 2013.
Chuck Royce's largest addition to Cummins Inc. (CMI) was in Q2 2013, adding 42,350 shares worth $4.59 M.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 10,000 shares of Cummins Inc. (CMI), valued at approximately $4.22 M.
As of the Q3 2025 filing, Cummins Inc. (CMI) represents approximately 0.04% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Cummins Inc. (CMI) was 42,350 shares, as reported at the end of Q2 2013.