Ownership history in Core Alternative Capital Β· 17 quarters on record
This page tracks every 13F SEC filing in which Core Alternative Capital reported a position in CUMMINS INC (CMI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Core Alternative Capital outperformed the S&P 500 by +5.5% annually on this CMI position. Timing score: 56% (5/9 decisions correct). Average cost basis: $135.43. Maximum drawdown during holding period: β10.1%.
π₯ Exceptional β beat the S&P 500 by 5.5% per year on this position.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 9 add/trim decisions correct
Best entry: $117.06 (2020 Q1) Β· Worst: $340.62 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 3 trims. Bought during 3 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size