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Cummins Inc. $CMI is Hamlin Capital Management LLC's 2nd Largest Position
Hamlin Capital Management LLC slightly reduced its stake in Cummins Inc. by 9.2% during the fourth quarter of 2025, but Cummins remains its second-largest holding, comprising about 5.8% of its portfolio. The institutional investor now owns 474,865 shares of Cummins, citing portfolio rebalancing as the reason for the reduction. This move is seen as noteworthy given Cummins’ global presence and Hamlin Capital Management’s significant investment.