Current position

Christopher Bloomstran’s Cummins Inc (CMI) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Semper Augustus Investments Group LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2018Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares41.62KHighest verified quarter-end share count
Quarters reported32Verified quarters with shares above zero
What happened?

Semper Augustus Investments Group LLC first reported Cummins Inc in Q3 2018. The reported position was increased and reduced across later filings. Semper Augustus Investments Group LLC currently reports 12.97K shares. The latest verified filing showed: Sold 67.2% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 67.2% of the position−26.56K shares · 12.97K shares remained
Filing context

Quarter-end price $713.21 · Estimated holding basis $162.50

Q1 2026
Sold 0.6% of the position−244 shares · 39.53K shares remained
Filing context

Quarter-end price $538.02 · Estimated holding basis $162.50

Q4 2025
Sold 0.4% of the position−162 shares · 39.77K shares remained
Filing context

Quarter-end price $510.45 · Estimated holding basis $162.50

Q3 2025
Sold 0.3% of the position−103 shares · 39.94K shares remained
Filing context

Quarter-end price $422.37 · Estimated holding basis $162.50

Q1 2025
Sold 1.0% of the position−417 shares · 40.04K shares remained
Filing context

Quarter-end price $313.44 · Estimated holding basis $162.50

Q4 2024
Sold 0.9% of the position−388 shares · 40.46K shares remained
Filing context

Quarter-end price $348.60 · Estimated holding basis $162.50

1 unchanged quarter is collapsed by default.

Portfolio importance

How important is Cummins Inc in Semper Augustus Investments Group LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight1.0%Q2 2026
Current rank#18of 50 reported positions
Peak portfolio weight3.3%Q3 2020
Best historical rank#9Q4 2020
At peak importanceQ3 2020
CMI
3.3%
Largest holding
22.6%
Cross-investor discovery

Who else owns Cummins Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
CMI0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
CMI0.1% of reported portfolio
Explore Cummins Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$532.232026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$713.21Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$162.50Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Semper Augustus Investments Group LLC’s Form 13F disclosures, not Christopher Bloomstran’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.