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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.49 SEC
2025   Q4 4,700 0.49 Reduce 40.88% 0.26 $510.43 $2,399,000 SEC
2025   Q3 7,950 0.63 Reduce 41.11% 0.34 $422.39 $3,358,000 SEC
2025   Q2 13,500 0.83 Add 12.50% 0.09 $327.48 $4,421,000 SEC
2025   Q1 12,000 0.69 Add 6.67% 0.04 $313.42 $3,761,000 SEC
2024   Q4 11,250 0.69 Reduce 55.00% 0.76 $348.62 $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 $276.92 $6,923,000 SEC
2024   Q1 23,500 1.13 Reduce 24.19% 0.30 $294.64 $6,924,000 SEC
2023   Q4 31,000 1.25 Reduce 3.13% 0.04 $239.58 $7,427,000 SEC
2023   Q3 32,000 1.25 Reduce 17.95% 0.28 $228.47 $7,311,000 SEC
2023   Q2 39,000 1.55 Add 23.81% 0.30 $245.15 $9,561,000 SEC
2023   Q1 31,500 1.18 Add 3.28% 0.04 $238.89 $7,525,000 SEC
2022   Q4 30,500 1.16 Reduce 22.39% 0.30 $242.30 $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 $193.54 $7,606,000 SEC
2022   Q1 47,500 1.22 Add 25.00% 0.24 $205.12 $9,743,000 SEC
2021   Q4 38,000 0.99 Add 15.15% 0.13 $218.13 $8,289,000 SEC
2021   Q3 33,000 0.91 Add 37.50% 0.25 $224.55 $7,410,000 SEC
2021   Q2 24,000 0.74 Add 103.39% 0.38 $243.79 $5,851,000 SEC
2021   Q1 11,800 0.43 Reduce 9.23% 0.04 $259.07 $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 $211.15 $2,745,000 SEC
2020   Q2 17,000 0.55 Reduce 26.09% 0.18 $173.24 $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 $178.96 $4,116,000 SEC
2019   Q3 29,000 0.74 Reduce 4.92% 0.04 $162.66 $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 $157.87 $4,815,000 SEC
2018   Q4 25,000 0.55 Add 92.31% 0.26 $133.64 $3,341,000 SEC
2018   Q3 13,000 0.26 Buy 0.26 $146.08 $1,899,000 SEC
2014   Q2 0 0.00 Sell 100.00% 0.46 SEC
2014   Q1 21,700 0.46 Reduce 30.00% 0.20 $148.99 $3,233,000 SEC
2013   Q4 31,000 0.65 Reduce 11.43% 0.08 $140.97 $4,370,000 SEC
2013   Q3 35,000 0.74 Reduce 40.68% 0.43 $132.86 $4,650,000 SEC
2013   Q2 59,000 1.06 Add 15.69% 0.14 $108.46 $6,399,000 SEC
2013   Q1 51,000 1.04 Reduce 25.00% 0.36 $115.80 $5,906,000 SEC
2012   Q4 68,000 1.44 Add 4.62% 0.06 $108.35 $7,368,000 SEC
2012   Q3 65,000 1.11 Add 12.07% 0.12 $92.22 $5,994,000 SEC
2012   Q2 58,000 1.05 Add 23.40% 0.20 $96.91 $5,621,000 SEC
2012   Q1 47,000 0.96 Reduce 28.79% 0.32 $120.04 $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 $81.67 $5,390,000 SEC
2011   Q2 51,000 0.87 Add 21.43% 0.15 $103.49 $5,278,000 SEC
2011   Q1 42,000 0.73 Add 44.83% 0.23 $109.62 $4,604,000 SEC
2010   Q4 29,000 0.52 Reduce 38.30% 0.29 $110.00 $3,190,000 SEC
2010   Q3 47,000 0.76 Reduce 39.74% 0.38 $90,580.00 $4,257,260,000 SEC
2010   Q2 78,000 0.96 Reduce 16.13% 0.15 $65.13 $5,080,000 SEC
2010   Q1 93,000 0.92 Buy 0.92 $61.95 $5,761,000 SEC
2009   Q4 0 0.00 Sell 100.00% 0.86 SEC
2009   Q3 93,000 0.86 Reduce 37.58% 0.24 $44.81 $4,167,000 SEC
2009   Q2 149,000 0.64 Reduce 12.35% 0.14 $35.21 $5,246,000 SEC
2009   Q1 170,000 1.14 Buy 1.14 $25.45 $4,327,000 SEC
2001   Q1 0 0.00 Sell 100.00% 1.28 SEC
2000   Q4 112,500 1.28 Reduce 50.55% 0.97 $37.94 $4,268,000 SEC
2000   Q3 227,500 1.91 Buy 1.91 $29.94 $6,811,000 SEC