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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 0.28 SEC
2021   Q4 8,527 0.28 Add 5.99% 0.02 $218.13 $1,860,000 SEC
2021   Q3 8,045 0.28 Add 2.39% <0.01 $224.61 $1,807,000 SEC
2021   Q2 7,857 0.28 Reduce 0.49% <0.01 $243.86 $1,916,000 SEC
2021   Q1 7,896 0.32 Add 0.09% <0.01 $259.12 $2,046,000 SEC
2020   Q4 7,889 0.30 Reduce 7.59% 0.03 $227.15 $1,792,000 SEC
2020   Q3 8,537 0.33 Reduce 20.92% 0.07 $211.20 $1,803,000 SEC
2020   Q2 10,795 0.35 Reduce 4.68% 0.02 $173.23 $1,870,000 SEC
2020   Q1 11,325 0.34 Reduce 17.70% 0.07 $135.28 $1,532,000 SEC
2019   Q4 13,760 0.42 Reduce 0.99% <0.01 $178.92 $2,462,000 SEC
2019   Q3 13,898 0.25 Add 0.72% <0.01 $162.69 $2,261,000 SEC
2019   Q2 13,799 0.25 Add 0.91% <0.01 $171.32 $2,364,000 SEC
2019   Q1 13,675 0.23 Add 6.02% 0.01 $157.88 $2,159,000 SEC
2018   Q4 12,898 0.21 Reduce 16.30% 0.04 $133.66 $1,724,000 SEC
2018   Q3 15,410 0.23 Buy 0.23 $146.07 $2,251,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.06 SEC
2016   Q4 4,175 0.06 Add 4.77% <0.01 $136.77 $571,000 SEC
2016   Q3 3,985 0.06 Add 5.28% <0.01 $128.23 $511,000 SEC
2016   Q2 3,785 0.03 Buy 0.03 $112.55 $426,000 SEC
2015   Q3 0 0.00 Sell 100.00% 2.36 SEC
2015   Q2 276,849 2.36 Add 56.64% 0.85 $131.19 $36,320,000 SEC
2015   Q1 176,738 2.87 Add 1.06% 0.03 $138.64 $24,503,000 SEC
2014   Q4 174,883 2.14 Add 10.97% 0.21 $144.17 $25,213,000 SEC
2014   Q3 157,588 1.93 Add 27.27% 0.41 $131.98 $20,798,000 SEC
2014   Q2 123,823 1.98 Add 149.88% 1.19 $154.29 $19,105,000 SEC
2014   Q1 49,553 1.30 Add 73.33% 0.55 $148.99 $7,383,000 SEC
2013   Q4 28,588 0.88 Reduce 0.82% <0.01 $140.97 $4,030,000 SEC
2013   Q3 28,823 0.87 Add 0.03% <0.01 $132.88 $3,830,000 SEC
2013   Q2 28,815 0.72 Reduce 0.57% <0.01 $108.45 $3,125,000 SEC
2013   Q1 28,980 0.77 Add 1.79% 0.01 $115.80 $3,356,000 SEC
2012   Q4 28,471 0.76 Add 1.21% <0.01 $108.36 $3,085,000 SEC
2012   Q3 28,131 0.60 Add 12.88% 0.07 $92.21 $2,594,000 SEC
2012   Q2 24,921 0.57 Add 17.06% 0.08 $96.91 $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 $88.03 $1,874,000 SEC
2011   Q3 20,796 0.47 Add 51.91% 0.16 $81.65 $1,698,000 SEC
2011   Q2 13,690 0.34 Buy 0.34 $103.51 $1,417,000 SEC