Ownership history in MARSHFIELD ASSOCIATES · 42 quarters on record
This page tracks every 13F SEC filing in which MARSHFIELD ASSOCIATES 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 763,648 | -340,904 | -30.9% | 6.83% | $389.8M | $508.74 |
| 2025 Q3 | ADDED | 1,104,552 | +48,493 | +4.6% | 8.07% | $466.5M | $419.14 |
| 2025 Q2 | ADDED | 1,056,059 | +5,525 | +0.5% | 7.07% | $345.9M | $323.35 |
| 2025 Q1 | ADDED | 1,050,534 | +3,637 | +0.3% | 7.13% | $329.3M | $307.72 |
| 2024 Q4 | ADDED | 1,046,897 | +2,243 | +0.2% | 7.91% | $364.9M | $340.62 |
| 2024 Q3 | ADDED | 1,044,654 | +2,156 | +0.2% | 7.18% | $338.2M | $314.81 |
| 2024 Q2 | ADDED | 1,042,498 | +3,076 | +0.3% | 6.38% | $288.7M | $267.65 |
| 2024 Q1 | REDUCED | 1,039,422 | -1,369 | -0.1% | 6.28% | $306.3M | $283.11 |
| 2023 Q4 | ADDED | 1,040,791 | +122,561 | +13.3% | 5.06% | $249.3M | $228.72 |
| 2023 Q3 | ADDED | 918,230 | +22,857 | +2.6% | 5.19% | $209.8M | $216.47 |
As of 2025 Q4 — sorted by position size