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Cummins Inc. $CMI is Eldred Rock Partners LLC's 5th Largest Position
Eldred Rock Partners LLC slightly reduced its stake in Cummins Inc. by 10.9% in the fourth quarter of 2025, though Cummins still represents its 5th largest holding, valued at $17.65 million. Other institutional investors either increased their holdings or initiated new positions in the company. Cummins demonstrated strong financial performance with a market capitalization of $75.96 billion, positive earnings, and a recently announced quarterly dividend.