Christopher Bloomstran - Semper Augustus Investments Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    44
Portfolio value:    $837,339,668
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 39,530 2.54 Reduce 0.61% 0.01 $538.02 $21,267,931 SEC
2025   Q4 39,774 2.33 Reduce 0.41% <0.01 $510.45 $20,302,638 SEC
2025   Q3 39,936 2.11 Reduce 0.26% <0.01 $422.37 $16,867,768 SEC
2025   Q2 40,039 1.85 $327.50 $13,112,773 SEC
2025   Q1 40,039 2.02 Reduce 1.03% 0.03 $313.44 $12,549,824 SEC
2024   Q4 40,456 2.52 Reduce 0.95% 0.02 $348.60 $14,102,962 SEC
2024   Q3 40,844 2.24 Reduce 0.16% <0.01 $323.79 $13,224,879 SEC
2024   Q2 40,909 2.03 Add 0.32% <0.01 $276.93 $11,328,929 SEC
2024   Q1 40,779 2.20 Add 0.07% <0.01 $294.65 $12,015,532 SEC
2023   Q4 40,749 2.04 Reduce 0.34% <0.01 $239.57 $9,762,238 SEC
2023   Q3 40,888 2.24 Reduce 0.93% 0.02 $228.46 $9,341,272 SEC
2023   Q2 41,272 2.39 Reduce 0.37% <0.01 $245.16 $10,118,244 SEC
2023   Q1 41,424 2.53 Reduce 0.46% 0.01 $238.88 $9,895,365 SEC
2022   Q4 41,615 2.75 Add 0.13% <0.01 $242.29 $10,082,898 SEC
2022   Q3 41,561 2.56 Add 1.02% 0.03 $203.51 $8,458,000 SEC
2022   Q2 41,141 2.36 Add 16.28% 0.33 $193.53 $7,962,000 SEC
2022   Q1 35,382 1.84 Add 20.84% 0.32 $205.10 $7,257,000 SEC
2021   Q4 29,279 1.99 Add 0.58% 0.01 $218.14 $6,387,000 SEC
2021   Q3 29,111 2.11 Reduce 0.21% <0.01 $224.55 $6,537,000 SEC
2021   Q2 29,172 2.36 Reduce 0.50% 0.01 $243.80 $7,112,000 SEC
2021   Q1 29,319 2.87 Reduce 0.12% <0.01 $259.12 $7,597,000 SEC
2020   Q4 29,354 2.91 Reduce 2.18% 0.07 $227.09 $6,666,000 SEC
2020   Q3 30,008 3.25 Reduce 2.65% 0.08 $211.14 $6,336,000 SEC
2020   Q2 30,826 3.02 Reduce 1.09% 0.03 $173.26 $5,341,000 SEC
2020   Q1 31,165 2.66 Add 5.47% 0.14 $135.31 $4,217,000 SEC
2019   Q4 29,549 2.84 Reduce 0.34% <0.01 $178.96 $5,288,000 SEC
2019   Q3 29,649 2.76 Add 1.15% 0.03 $162.67 $4,823,000 SEC
2019   Q2 29,311 2.98 Add 0.10% <0.01 $171.33 $5,022,000 SEC
2019   Q1 29,281 2.84 Reduce 0.05% <0.01 $157.88 $4,623,000 SEC
2018   Q4 29,295 2.51 Reduce 2.46% 0.06 $133.64 $3,915,000 SEC
2018   Q3 30,035 2.53 Buy 2.53 $146.06 $4,387,000 SEC