Olstein Capital Management, L.P. CMI — CUMMINS ENGINE COMMON

Ownership history in Olstein Capital Management, L.P.  ·  56 quarters on record

AI Ownership Summary

Olstein Capital Management, L.P. reported CUMMINS ENGINE COMMON (CMI) in 56 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.38% in 2024 Q3. The latest visible filing shows CMI at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Olstein Capital Management, L.P.'s position in CUMMINS ENGINE COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CMI was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMI stock page Olstein Capital Management, L.P. fund profile Olstein Capital Management, L.P. full holdings
How Olstein Capital Management, L.P. held CMI — position size vs. price
% of Fund (quarterly)    CMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 40.9% +5.8% ❌ 4,700 -3,250 -40.9% 0.49% $2.4M 2026-02-03 $600.67
2025 Q3 REDUCED 41.1% +22.4% ❌ 7,950 -5,550 -41.1% 0.63% $3.4M 2025-10-21 $414.78
2025 Q2 ADDED — — — 13,500 +1,500 +12.5% 0.83% $4.4M 2025-07-22 $352.72
2025 Q1 ADDED — — — 12,000 +750 +6.7% 0.69% $3.8M 2025-04-14 $283.30
2024 Q4 REDUCED 55.0% -9.7% ✅ 11,250 -13,750 -55.0% 0.69% $3.9M 2025-01-21 $358.76
2024 Q3 UNCHANGED — — — 25,000 — 0% 1.38% $8.1M 2024-10-31 $319.86
2024 Q2 ADDED — — — 25,000 +1,500 +6.4% 1.23% $6.9M 2024-07-10 $264.91
2024 Q1 REDUCED 24.2% -7.0% ✅ 23,500 -7,500 -24.2% 1.13% $6.9M 2024-04-19 $276.30
2023 Q4 REDUCED — — — 31,000 -1,000 -3.1% 1.25% $7.4M 2024-01-25 $228.03
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMI

As of 2026 Q1 — sorted by position size

Two Point Capital Management, Inc. 3Y 6.49% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 5.89% Hamlin Capital Management, LLC 3Y 7Y 5.48% Cannon Advisors, Inc. 3.56% RBA Wealth Management, LLC 3Y 3.55% Eldred Rock Partners, LLC 3.44% Westhampton Capital, LLC 3Y 3.42% Lynch Asset Management, Inc. 3Y 3.35% Dupree Financial Group, LLC 3.01% Atwater Malick LLC 3Y 7Y 2.99%

FAQ About Olstein Capital Management, L.P. and CMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Olstein Capital Management, L.P. reported owning CMI?

Olstein Capital Management, L.P. reported CMI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CMI position in Olstein Capital Management, L.P.'s portfolio?

The largest reported portfolio weight for CMI was 1.38% in 2024 Q3.

What is the latest reported CMI position on this page?

The most recent filing on this page is 2025 Q4, when Olstein Capital Management, L.P. reported 4,700 shares, equal to 0.49% of portfolio, with an estimated market value of $2.4M.

What does the chart on this CMI ownership page compare?

The chart compares Olstein Capital Management, L.P.'s quarterly CMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Olstein Capital Management, L.P. time their CMI position?

Based on 13F filing dates vs. subsequent CMI price moves, Olstein Capital Management, L.P. correctly timed 23 out of 47 reported position changes (49%).

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