Ownership history in Eldred Rock Partners, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Eldred Rock Partners, LLC 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 Eldred Rock Partners, LLC outperformed the S&P 500 by +21.1% annually on this CMI position. Timing score: 50% (3/6 decisions correct). Average cost basis: $301.03. Maximum drawdown during holding period: β9.7%.
π₯ Exceptional β beat the S&P 500 by 21.1% per year on this position.
7 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $267.65 (2024 Q2) Β· Worst: $340.62 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Eldred Rock Partners, LLC has been actively increasing its CMI allocation β a bullish signal from insiders.
Currently 4.58% 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